Customer Loyalty and Retention Survey
For Insurance Industry

Assess customer loyalty and retention metrics using this survey template for the insurance industry. This survey aims to identify factors that influence brand loyalty, services that impact usage and retention, insurance premiums and evaluate other insurance providers.

Customer Loyalty and Retention For Insurance Industry

1. How satisfied are you with the overall experience of using <Your Brand>’s insurance products or services? (MCQ-Single Selection)
○ Extremely satisfied
○ Satisfied
○ Neutral
○ Dissatisfied
○ Extremely dissatisfied

2. What factors contribute most to your satisfaction with <Your Brand>’s products/services? (MCQ-Multiple Selection)
□ Customer service quality
□ Coverage options
□ Pricing
□ Claims processing efficiency
□ Brand reputation/trustworthiness
□ Other (Please specify)

3. How likely are you to continue using <Your Brand>’s insurance products/services in the future? (MCQ-Single Selection)
○ Very likely
○ Likely
○ Neutral
○ Unlikely
○ Very unlikely

4. What could <Your Brand> do to improve or enhance your loyalty as a customer? (MCQ-Multiple Selection)
□ Provide more competitive pricing
□ Offer additional coverage options
□ Improve customer service responsiveness
□ Simplify the claims process
□ Introduce loyalty rewards or benefits
□ Other (Please specify)

5. Have you considered or evaluated other insurance providers while using <Your Brand>’s services? (MCQ-Single Selection)
○ Yes
○ No

6. Which aspects of <Your Brand>’s services do you value the most and are likely to keep you as a customer? (MCQ-Multiple Selection)
□ Consistent and clear communication
□ Tailored/customizable policies
□ Trust in the brand’s reliability
□ Positive previous claims experience
□ Comprehensive coverage options
□ Other (Please specify)

7. How likely are you to recommend <Your Brand> to friends or family based on your current experience with their services? (MCQ-Single Selection)
○ Very likely
○ Likely
○ Neutral
○ Unlikely
○ Very unlikely

8. Are there any specific features or services that, if improved upon, would significantly impact your decision to continue using <Your Brand>? (Open-ended)
Ans: ___________________________________________

9. Have you encountered any issues or challenges while using <Your Brand>’s services that might make you consider switching to another provider? If yes, please specify. (Open-ended)
Ans: ___________________________________________

10. What could <Your Brand> do differently to ensure your long-term satisfaction and continued usage of their products/services?(Open-ended)
Ans: ___________________________________________