Insurance Questionnaire Format

Insurance questionnaire format should be created in such a way that it enables insurance companies and researchers to receive relevant information from insurance policy holders. The questions can target both insurance policy holders and prospective insurance owners.

Sample Insurance Questionnaire Format:

Name: ____________________________ [Name of the insured]

Address:___________________________________ [Home Address of the insured]

Gender: _____________________ [Gender of the insured (M/F)]

Age: ___________________ [Age of the insured]

Email:______________________________ [Email Address of the insured]

Policy Number: _______________________ [Insurance policy number of the insured]

Type of Insurance: _____________________ [Insurance policy type of the insured]

First Question: [The First question needs to find out more about the insurance owner and their policy. In this section, yes-no questions or polar questions can be created. Questions like: are you paying a deductible or do you think you are paying a high premium would be appropriate. The answers received will highlight whether insurance owners are satisfied with the premium they are paying]

Second Question: [The second question should delve deeper into the insurance policy and ask questions pertaining to the various aspects of the insurance policy currently owned by the insured. The questions can be created to reveal more information like what types of protection cover does your policy offer or when will the policy mature?]

Third Question: [The third category of questions needs to be more on the lines of finding out from the insured if they own other insurance policies as well; what other insurance policy they would like to own; what type of contract terms appeal to them; did they buy insurance directly from a company or through an agent etc]

Fourth Question: [The fourth and final category of questions should try and find out if the insured is satisfied with their existing policy or do they need more out of the policy. This category of questions can also focus on the claims aspect of insurance as well.]

Category: Insurance Questionnaire

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