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RCS-Surveys
Use cases · Finance & B2B

Measure the claim, not just close it

Send one-tap surveys over RCS at every claim and renewal moment, so policyholders rate the experience from their inbox and you fix friction in the journey that quietly drives people to switch carriers.

Insurance
Claims, agent & effort feedback surveys
Policyholders reply fast

One-tap, in-inbox surveys beat the claims-feedback emails that go unread.

Reduce effort

Customer Effort surveys after a claim show exactly where the process feels painful.

Retain at renewal

Recommendation surveys flag at-risk policyholders before they shop around.

9:41
Anchor Insurance
Business · RCS
Today
Your claim
How was your claim, {{first_name}}?

Your claim is settled. One tap tells us how easy, or hard, the process felt.

Add a commentTalk to us
RCS message

A sample Insurance RCS survey, fully customizable.

How RCS surveys work for Insurance

The claim is the moment of truth in insurance — it's where loyalty is won or lost — yet most insurers never ask the claimant how it felt until the renewal data tells them too late. Email claims-experience surveys go unanswered, and a frustrated claimant churns in silence. RCS survey templates let an insurer or broker ask while the experience is fresh, from a branded sender, and catch trouble before it costs a renewal.

A post-claim satisfaction survey lands as a tappable star rating the day a claim closes; a recommend-score prompt offers a one-tap 1–5 scale; a rate-the-adjuster question surfaces who delivered and who didn't; and a post-renewal survey checks whether the customer still feels well served. Claimants answer in their texting inbox in seconds, and you see frustration in time to act.

The payoff is far higher response than email surveys, frustrated claimants caught early, and a clear read on the claims and adjuster experience.

Where it pays off

Rate the claim

A post-claim satisfaction survey lands as a tappable star rating the day it closes.

Catch frustrated claimants

A low score flags an unhappy claimant in time to recover the relationship.

Rate the adjuster

A one-tap question surfaces which adjusters and processes delivered.

Renewal still earning it

A post-renewal survey checks the customer still feels well served.

What you can launch

Journey
After a claim closes, ask for a 1-tap satisfaction rating
Journey
Send a Customer Effort survey after the claims process
Journey
Survey policyholders on their agent
Journey
Send a recommendation (Net Promoter) survey at renewal

Insurance RCS surveys: common questions

When should an insurer send a survey over RCS?
The day a claim closes and right after a renewal — the two moments that decide loyalty. A tappable claims-experience or recommend-score survey sent while the experience is fresh gets far higher response than an email survey, and surfaces a frustrated claimant before they quietly leave.
Why do RCS surveys beat email and SMS surveys for insurers?
Claimants tap a star rating or a 1–5 scale right in the texting inbox, so completion is much higher than an email survey buried in a crowded inbox. The survey comes from a verified, branded sender too, so it reads as a legitimate ask from their insurer rather than spam.
Can RCS surveys be anonymous?
Yes. You can offer an optional anonymous survey when you want unfiltered feedback on a claim or an adjuster, and every survey follows opt-in and STOP rules so recipients stay in control.
What can an insurer field with these survey templates?
Post-claim satisfaction surveys, recommend-score prompts, rate-the-adjuster questions, post-renewal satisfaction surveys, and quote-experience feedback — each a tappable, branded survey with live response analytics.

Get the Insurance survey template pack and launch your first survey in minutes.