CSAT SURVEYS

Client Satisfaction For Insurance Agents.

Happy clients renew and refer. ALE CSAT and NPS surveys catch unhappy clients before they leave.

AGENTS ASSUME CLIENTS ARE HAPPY

Agents Assume Clients Are Happy

Agents only hear from clients who complain. By then the client is already gone. Proactive surveys catch issues early.

No CSAT Measurement

Cannot measure satisfaction.

No NPS Score

Cannot measure loyalty.

No Intervention Trigger

Unhappy clients never contacted.

THE SURVEY PLAYBOOK

The Survey Playbook

01

Post Bind CSAT

Day 14 post bind CSAT SMS.

02

Annual NPS

Annual NPS survey.

03

Post Claim CSAT

Post claim service survey.

04

Intervention Triggers

Low scores alert producer.

05

Follow Up Workflow

Producer calls within 24 hours.

06

Retention Dashboard

Satisfaction correlates to retention.

WHO THIS FITS

Who This Helps

Relationship Focused Agents

Retention driven.

Multi Producer Agencies

Producer level service.

Growth Stage Agencies

Scaling service.

Agency Owners

Building service culture.

PACKAGE FIT

ALE Packages

Launch: $497 per month

CSAT surveys, NPS, intervention triggers.

  • Core CRM
  • Post bind CSAT
  • Annual NPS
  • Intervention triggers
  • Retention dashboard
SEE PACKAGES

Catch Unhappy Clients Early.

Book a 20 minute demo. We will walk through the CSAT stack.