NPS Survey for Insurance Template

Collect valuable feedback and increase customer loyalty using NPS®

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For insurance agents looking to boost their marketing efforts, the Net Promoter Score (NPS®) can be a pivotal tool for evaluating customer satisfaction within the insurance industry. It gauges the likelihood of clients advocating for your insurance agency to others.

The NPS® categorizes respondents into two distinct groups: "promoters" (those who are highly satisfied and likely to recommend your services) and "detractors" (individuals who express dissatisfaction). Once these groups are identified, you can strategically focus on retaining satisfied clients while proactively addressing the concerns of those who aren't as satisfied.

How insurance agents can make the most out of the NPS® template to refine their marketing initiatives:

  • Use AI Insights: Take advantage of involve.me's AI insights to analyze the feedback gathered through the template. Use these insights to make well-informed decisions and implement improvements in your insurance practices.

  • Integrate into email campaigns: Seamlessly incorporate the NPS® template into your email campaigns to continuously gather feedback. Connect with email marketing tools of your choice. Regularly send out surveys to clients, both current and past, to gauge their satisfaction and collect valuable data. 

  • Embed into your website: Embed the template into your website to collect feedback from visitors. This provides valuable insights into the user experience, helps pinpoint areas for improvement, and aids in understanding the information or tools potential clients are seeking. 

How it works

  1. 01 Customize

    Edit every part of the content, add questions & answers, as well as your own logic to make the template fit your use case. Change the design settings and add images, colors and fonts to adjust the look & feel to your corporate identity.

  1. 02 Configure

    Control user access and define domains, set up personal data validation rules, integrate tracking and create custom follow-up emails to participants. involve.me gives you a powerful toolbox of project settings.

  1. 03 Connect

    Connect this template over 2000 of your favorite apps, from CRMs and ESPs to marketing automation tools and payment processors. Flexibly map all the data collected with involve.me to your other apps and automate processes.

  1. 04 Share

    Publish this template as a landing page with its custom URL or embed it within the content on your own website or app. You can also integrate the template as a pop-up with custom triggers or send an email to invite users to participate.

  1. 05 Analyze

    Our powerful analytics let you drill down the responses and crunch all submission data. View KPI summary & individual responses, analyze the funnel at every step and create custom XLS and CSV data exports for further insights.

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