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After advice
Measure satisfaction right after the meeting.
INSURANCE BROKERS
Strengthen client relationships with targeted feedback after every advisory moment
Measure satisfaction after advisory consultations, claims and policy adjustments. Automated, personalised and fully in your brand identity.
No credit card · Live in 5 min
Broker feedback flow
- After advice
- After policy change
- After claim
- Before renewal
- Review activation
- Customer loyalty
Connects with CRM, policy admin, and review platforms
Average impact for insurance brokers after 12 months
+22%
more referrals
Through automatic review activation for promoters
+15%
higher client retention
Average after 12 months of active feedback measurement
3x
more reviews
Clients asked for a review do so 3x more often
24h
response time for low score
From signal to proactive advisor contact
Why feedback measurement makes the difference for insurance brokers
Customer satisfaction measurement for insurance brokers means automatically requesting feedback after every advisory consultation, renewal and claim. This increases client retention, generates more word-of-mouth referrals and builds a stronger reputation as an independent adviser.
As an insurance broker you build long-term client relationships. Clients trust you with their most valuable assets: their home, car, business and family. That relationship of trust is your greatest competitive advantage, but also your greatest vulnerability when things go wrong.
Most insurance brokers don't measure client satisfaction systematically. An annual newsletter, a phone call at renewal, but no systematic insight into how clients really experience your services. The result: clients switch without warning, and you don't know why.
Satisfied clients who are actively asked for a referral do so 3x more often than clients who are not asked. Increasing client retention by 5% leads to average profit growth of 25-95%. Measuring client satisfaction is not a cost: it is the engine behind growth through word of mouth.
Measure feedback at the moments that matter
Automatically activate the right feedback flow while the experience is still fresh.
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After policy change
Check if changes were explained clearly.
3
After claim
Evaluate guidance during claims.
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Before renewal
Prevent churn with proactive check-ins.
5
Review activation
Ask promoters for Google reviews.
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Customer loyalty
Measure NPS and referral intent consistently.
Connect with your advisory and policy systems
Feedback Analytics connects to your existing stack via direct integrations, API, or webhooks.
CRM systems
Connection via datatable or REST API
Advisory packages
Triggers based on consultation registration
Client management systems
Automatic client data synchronisation
Why insurance brokers choose Feedback Analytics
Higher client retention
Identify at-risk clients early and approach them proactively before they switch.
More referrals through word of mouth
Satisfied clients who are actively asked for a referral do so 3x more often.
Time savings for advisors
Automatic flows take over the manual work. Advisors focus on relationships.
Feedback Analytics for other industries
Feedback Analytics for insurers
Increase NPS and reduce churn at scale for large insurers.
Feedback Analytics for staffing agencies
Measure candidate and client experience automatically after every placement.
Feedback Analytics for e-commerce
Automate customer feedback after every purchase and reduce return rates.
Frequently asked questions
Is Feedback Analytics compliant with Wft and GDPR?
Yes. All data is processed in accordance with GDPR. We offer a data processing agreement for financial service providers. All data is stored on European servers.
Does it also work for small agencies with fewer than 50 clients?
Absolutely. Feedback Analytics is free to start and scalable for any agency, large or small. It is especially valuable for small agencies: every client relationship matters and you can't afford to miss signals.
Can we adapt the questionnaires to our brand identity?
Yes. You can fully customise colours, fonts, logo and tone. The questionnaires look like an extension of your own insurance agency, recognisable to the client.
How do we integrate with our CRM or policy system?
Via our datatable connection you import client data from any system, including common CRM systems for insurance brokers. We also offer a REST API for direct integration.
How does Feedback Analytics help generate more referrals?
After every positive interaction (high NPS score) Feedback Analytics automatically triggers a request for a referral or Google review. This activates satisfied clients as ambassadors without requiring your time.
What is the difference between Feedback Analytics for insurance brokers and insurers?
Insurance brokers are independent advisors who work with a more personal client base and direct client relationships. Insurers operate on a larger scale with multiple departments. Feedback Analytics is set up for both, but the use cases and integrations differ.
Ready to turn customer feedback into growth?
Start free with Feedback Analytics or book a demo to see which flows fit your industry.
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