Corporate Insurance Broker Risk Head Advisory & Policy Recommendation Survey
Capture how corporate Risk Heads evaluate broker advisory quality, compare policy recommendations, and navigate coverage trade-offs, so you can sharpen broker positioning, convert high-value mandates, and benchmark retention across risk segments.
CONTEXT & RELEVANCE
Why run this survey now
Most corporate insurance brokers don't lose risk head mandates purely on premium competitiveness. They lose them due to misaligned coverage recommendations, weak claims advocacy records, poor renewal-cycle communication, undifferentiated risk advisory positioning, and gaps in policy benchmarking, none of which fully show up in placement trackers or renewal retention reports.
If you are...
- Corporate broker vs captive insurer competition
- Broker repositioning advisory capabilities
- Risk Head or Chief Risk Officer
- Head of Corporate Insurance Placement
- Broker growth and retention teams
You're likely facing...
- Policy fit confusion: coverage vs cost
- Drop-offs: renewal negotiation stage
- Brokers = transactional/low-advisory perception
- Captives = control/inflexible perception
- Mandate switching at claims trigger
This will help answer...
- Advisory drivers beyond premium savings
- Renewal mandate drop-off stage
- Broker vs captive segment preference
- Fee structure and coverage benchmarks
- Claims experience switching triggers
RESEARCH THEMES
What This Survey Investigates
Eight interconnected research themes that map the complete corporate risk advisory journey from broker engagement to policy renewal.
Broker Selection & Trust
- Broker shortlisting criteria, risk heads
- Advisory credibility signals, mandate triggers
Risk Appetite Mapping
- Tolerance thresholds, board-mandated limits
- Retained risk versus transfer decisions
Policy Design & Coverage
- Coverage gap identification, bespoke endorsements
- Multi-line programme structuring preferences
Renewal Friction & Process
- Renewal timeline bottlenecks, documentation delays
- Insurer negotiation cycle, broker responsiveness
Premium Benchmarking & WTP
- Market rate benchmarks, peer sector comparisons
- Willingness to pay, budget approval thresholds
Claims Advisory & Support
- Claims advocacy quality, settlement speed
- Broker involvement, loss adjuster coordination
Insurer Panel & Placement
- Insurer panel depth, market access breadth
- Placement transparency, capacity allocation decisions
Broker Switching & Loyalty
- Incumbent retention drivers, switching triggers
- Competitive re-tender frequency, loyalty barriers
SAMPLING STRATEGY
Tell us about your ideal sample
Help us understand your target respondent profile. Select what applies, we'll design the optimal sample plan based on your inputs.
METHODOLOGY
Survey approach
For the Corporate Insurance Broker Risk Head Advisory and Policy Recommendation Survey, we recommend a quant-first design with flexible data-collection modes to balance reach, depth, and verification across broker seniority tiers and policy lines.
EXECUTION PROCESS
How we execute
A proven 9-step process from scoping to delivery, designed to ensure quality, speed, and actionable insights.
Define the decision frame
Confirm objectives, target cohorts, geographies, and reporting cuts
Define the decision frame
Design the instrument
Build workstream modules mapped to outputs (drivers, friction, pricing, retention, trust)
Design the instrument
Lock the questionnaire
Review wording, sequencing, LOI, and competitive context; approve final version
Lock the questionnaire
Pilot and calibrate
Test comprehension and ease quality; refine quotas and remove friction where needed
Pilot and calibrate
Run fieldwork
Execute collection with active quota management and feasibility controls
Run fieldwork
Assure quality
Dedupe, attention checks, speed/consistency rules, removals with audit trail
Assure quality
Prepare the dataset
Clean data and deliver codebook/variable definitions
Prepare the dataset
Analyse and synthesise
Driver ranking, leakage diagnostics, pricing bands, segment insights
Analyse and synthesise
Deliver and align
Executive deck (optional dashboard) and leadership readout with recommendations
Deliver and align
COMMERCIAL TERMS
Request a Commercial Proposal
Pricing depends on cohort, geography, sample size, approach, LOI, and deliverables. Configure below for an indicative estimate.
Select Sample Size
Geography
Select Mode of Survey
Length of the Interview
$0.00
+ applicable taxes
Cost Breakdown
Note: Estimate is indicative only. Final pricing is subject to scope finalization after discovery call.
REFERENCE CASELETS
Reference
Real-world examples of survey work in the corporate insurance advisory space.
Liability cover preference & broker trust signals (India)
OBJECTIVE
WHAT WE DID
DELIVERED
Liability cover preference & broker trust signals (India)
Group health & property cover advisory gap diagnosis (West India)
Liability cover preference & broker trust signals (India)
OBJECTIVE
A mid-size commercial insurer needed to map how large-account risk managers and CFOs evaluate broker recommendations on directors and officers liability and commercial general liability covers, and which advisory signals drive policy renewal decisions.
WHAT WE DID
Ran a structured quant survey across 180 corporate risk and finance decision-makers in six metros, capturing broker selection criteria, policy adequacy perceptions, renewal trigger points, and premium benchmarking behavior by industry sector and company revenue band.
DELIVERED
A broker trust signal framework , a policy adequacy perception map by sector, a ranked list of renewal friction points , and a set of advisory positioning territories tied to specific risk manager decision stages.
FREQUENTLY ASKED QUESTIONS
Common Questions
Answers to frequently asked questions about this survey mandate.
What decisions will this survey enable?
Who is the buyer vs who are the respondents?
Can we see differences between single-line, multi-line and captive-adjacent corporate clients?
How will you measure broker advisory preference beyond simple ratings?
Will the survey map the full policy renewal and broker review journey and drop-offs?
Can this survey inform product and pricing strategy?
How will findings improve our broker mandate conversion and retention rate?
Still have questions?
Schedule a discovery call to discuss your specific needs and get a custom quote.