Renewal questions that show why policyholders stay or switch
Ask policyholders how their last renewal went, from the notice and the price to the decision to stay. Each question below comes with when to ask it and what the answer tells you.
What insurance renewal survey questions tell you
Insurance renewal survey questions ask policyholders what they did at renewal, whether they shopped around, how clear the notice was and whether their coverage still matches their life. Renewal is when a policyholder decides whether to stay, and the answers show what would keep them before the next notice goes out.
Ask a week or two after the renewal date, whether the policyholder stayed or left, and use the question on the renewal date in a survey a month or two before it. Send it by email or put the link in your renewal confirmation, and pick four to six questions.
Written answers get a category, a theme, a type and a sentiment, and each response an urgency, so a policyholder unhappy about a price rise reaches your retention team. Give each response an owner and a status in the inbox, and send them to HubSpot.
- Questions
- 14
- Best asked
- A week or two after the renewal date
- Industry
- Finance
- Where to find them
- From library in the Usertick survey editor, on every plan
The 14 insurance renewals questions, with when to ask each
Grouped by what they tell you. Use them as they are or change the wording.
What happened at renewal
Ask what the policyholder did, whether they compared prices, whether the price rose and how easy renewal was.
- 02Multiple choice
What did you do at your last renewal?
What happened at the last renewal, from staying and paying to switching. The donut shows how many stayed after haggling and how many let it renew on its own.
- 01Yes / No
Did you shop around before renewing?
Whether the policyholder compared prices before renewing. Select Yes in Results to see what those policyholders did in the end.
- 04Yes / No
Did your price go up this year?
Whether the price went up. Select Yes in Results to compare those policyholders' switching answers with everyone else's.
- 07Customer effort
How easy was it to renew?
How easy renewal was. Results shows the average and the share who found it easy; low scores point at the renewal page, the phone line or the steps to change coverage.
The renewal notice
Rate the notice, check when it arrived and score each part of renewal, since the notice is where most decisions start.
- 03Stars
How clear was the renewal notice?
Stars for the renewal notice. Results shows the average and the share who rated 4 or higher; ask again after you redesign the notice.
- 08Dropdown
How far ahead did you get the renewal notice?
How far ahead the notice arrived, including I did not notice one. A large share who never noticed it tells you the notice needs another channel.
- 10Matrix
Rate the renewal on each
The notice, the price shown, changing coverage and canceling, in one grid. The heat map shows which part of renewal policyholders rate lowest.
Staying or switching
Measure how likely the policyholder is to switch, what would keep them and how long they have been with you.
- 14Mood dial
How likely are you to switch next time?
How likely the policyholder is to switch next time, on a mood dial. Results shows the faces with each share; read it beside the question on a price rise.
- 05Multiple choice
What would keep you with the same insurer?
What would keep the policyholder, from a better price to good past service. The bars show which retention offer to try first.
- 13Number
How many years have you been with this insurer?
Years with the insurer, typed as a number. Results shows the median and the middle half; select a high range to read long-standing policyholders' switching answers.
Coverage that still fits
Ask whether coverage still matches the policyholder's life, what changed and when the policy renews, then what would make renewing easier.
- 09Big scale
How well does your cover still match your needs?
How well coverage still fits, on a 1 to 10 scale. Select the low columns in Results to read what changed in those policyholders' lives.
- 11Text
What changed in your life that your cover should reflect?
Asks what changed in the policyholder's life. Answers such as a move or a new car are prompts for a coverage review.
- 12Date
When does your policy renew?
The renewal date, picked on a calendar. Results shows a calendar of picked dates; use it in a survey a month or two before renewal to plan your notices.
- 06Text
What would make renewing easier?
The open question on renewing. Answers arrive with a sentiment and a theme, so complaints about paperwork or price changes group together.
Tips for asking about insurance renewals
Small choices that get honest, useful answers.
- 01
Ask stayers and leavers
Send the survey to policyholders who renewed and to those who left. The leavers tell you what the notice and price didn't.
- 02
Ask soon after the renewal date
Send it a week or two after renewal, while the price and the notice are fresh.
- 03
Follow up on life changes
Give answers about life changes an owner in the inbox, so someone offers a coverage review.
- 04
Test the notice
Ask about the notice after you change its wording or timing. Results compares each card with the period before.
Add these questions to a survey
From the library to the first answers.
- 1
Open the library
In the Usertick survey editor, choose From library, filter by industry and topic, and add several questions at once.
- 2
Or paste your own list
Paste questions reads up to 10 questions from any text on Free, 100 on Starter and 200 on Pro and above, keeps your wording and picks an answer type for each.
- 3
Choose where it runs
Show the survey on your website, send it by email, share its link and QR code, or switch it to a conversation.
- 4
Read the answers
Results counts every score and choice, and Usertick reads each written answer and files it by topic, on every plan.
Templates and more questions about insurance renewals
Full surveys that ask about the same things, and neighboring topics in the library.
Templates
Browse all templatesFrequently asked questions
A week or two after the renewal date. Usertick sends to a contact list now or on a date you schedule up to 30 days ahead; there is no automatic send when a policy renews in your system, so send in weekly batches.
Yes. Send the same survey to those who switched or dropped coverage, and use logic to skip the questions that only apply to stayers.
Four to six. Start with what they did at renewal, ask about the notice and the price, and end with the open question.
Yes. The question library comes with every plan, the free plan included, and the free plan covers 150 responses a month across your surveys.
Yes. Once a question is in your survey, reword it, change its options or its answer type, and add logic to skip it for some answers.
Yes. The library is translated into Usertick's built-in languages, and in any other language it shows in English for you to translate.
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