Insurance Claim Feedback Survey Template

Insurance claim satisfaction survey with 16 questions on ease of filing, communication, fairness, and resolution. Print, hand out, and scan for results.

Print this ready-made questionnaire and hand it out, then scan and upload the completed forms to read the answers automatically. You can also share the same questionnaire online. The preview below shows the paper version.

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This insurance claim satisfaction survey template gathers honest feedback from policyholders after a claim, with 16 questions covering how easy the claim was to start, how well they were kept informed, whether the process felt fair, and how satisfied they were with the outcome. It prints on two pages and takes about four minutes to complete.

What this survey measures

The rating grid captures the parts of the journey that shape satisfaction: ease of filing, communication at each step, perceived fairness, settlement time, and the helpfulness of your staff. An ease-of-resolution scale and an overall satisfaction scale give you numbers to track across claim types, outcome and settlement-fairness questions flag where results fell short, a frustration checklist shows which steps cause the most pain, a renewal question and a likelihood-to-recommend question measure loyalty, and an open comment box surfaces the specific frictions your fixed questions miss.

How to use it on paper

Hand the form to claimants at a branch or adjuster visit, include it with a claim settlement letter, or leave copies at your service desk with a drop box. Respondents fill the checkboxes with a blue or black pen. Collect the completed forms and scan them in batches with PaperSurvey, which reads the checkbox answers with optical mark recognition and converts the handwritten comments to text automatically, so results reach your dashboard without any manual data entry.

Customize this template

Reword the statements to match auto, home, health, or travel claims, add questions about specific touchpoints such as the adjuster or the app, or drop the claim reference field for anonymous feedback. The paper layout reflows automatically as you edit, and every copy you print stays scannable.

Preview the PDF above, or use this template to start collecting claims feedback today.

Paper and web from one template

Use this questionnaire on paper, online, or both, and collect all responses in one place. Open it in a new tab. This is a preview only. Responses are not saved.

Questions in this template

  1. Claim reference (optional)
  2. What type of claim was this?
  3. How did you file your claim?
  4. How long did your claim take from filing to settlement?
  5. Please rate your agreement with the following statements.
  6. How easy was it to get your claim resolved?
  7. How would you rate the responsiveness of your claims handler?
  8. How many times did you have to follow up before your claim was resolved?
  9. What was the result of your claim?
  10. How fairly do you feel your settlement amount reflected your loss?
  11. Which parts of the process caused you the most frustration?
  12. Overall, how satisfied are you with how we handled your claim?
  13. Will you renew your policy with us?
  14. Based on this claim, how likely are you to recommend us to a friend or colleague?
  15. What did we handle well?
  16. How could we improve the claims process?

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