Insurance Agent Evaluation Survey Template

Insurance Agent Evaluation Survey Template offers questions and examples to evaluate customer satisfaction based on the services provided by the insurance agent. This sample can be edited by the survey maker according to the required details about the insurance agent. Some of the question examples of this questionnaire are "How satisfied are you with your current insurance agent?", "The agent was responsive and professional?" et al.



   
 
Insurance Agent Evaluation
 
   
 
How satisfied are you with your current insurance agent?
 
Extremely satisfied
 
Somewhat satisfied
 
Neutral
 
Somewhat dissatisfied
 
Extremely dissatisfied
 
   
 
The agent was responsive and professional?
 
Strongly Agree
 
Somewhat Agree
 
Neutral
 
Somewhat Disagree
 
Strongly Disagree
 
   
 
My agent/Customer Service Representative was very helpful and knowledgeable?
 
Strongly Agree
 
Somewhat Agree
 
Neutral
 
Somewhat Disagree
 
Strongly Disagree
 
   
 
I feel confident the recommendations I received meet my needs?
 
Strongly Agree
 
Somewhat Agree
 
Neutral
 
Somewhat Disagree
 
Strongly Disagree
 
   
 
How well did the Customer Service Representative listen to you?
 
Extremely Well
 
Very Well
 
Moderately Well
 
Slightly Well
 
Not Well At All
 
   
 
7. How likely would you recommend your insurance agent to your friends, family and colleagues?
 
Extremely unlikely
 
Unlikely
 
Neutral
 
Likely
 
Extremely likely
 
   
 
Where did you find your insurance agent?
 
The internet
 
Social media
 
Advertisements
 
Insurance rating agencies
 
Recommendation
 
Insurance brokers
 
Other
 
   
 
How likely are you going to continue using your insurance agent in the future?
 
Extremely unlikely
 
Unlikely
 
Neutral
 
Likely
 
Extremely likely
 

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