--- title: Life Insurance Policy Features Survey Template | Paperform description: Gather customer insights on life insurance policy preferences, coverage needs, rider interests, and application feedback. Perfect for insurance agents, carriers, and financial services teams conducting market research. url: "https://paperform.co/templates/life-insurance-policy-features-survey" type: static generatedAt: "2026-04-03T00:49:22.114Z" --- [← Back to free form templates](/templates/) ![Life Insurance Policy Features Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/life-insurance-policy-features-survey.png) [Preview](https://_preview.paperform.co/ai-template/life-insurance-policy-features-survey) [Use this template for free](/create?ai-template=life-insurance-policy-features-survey) [Surveys & Questionnaires](/templates/category/surveys/)[Financial & Accounting Forms](/templates/category/financial/) [Finance](/templates/industry/finance/)[Insurance](/templates/industry/insurance/) [Marketer](/templates/role/marketer/)[Product Manager](/templates/role/product-manager/)[Financial Advisor](/templates/role/financial-advisor/)[Insurance Agent](/templates/role/insurance-agent/) About this free form template ### Life Insurance Policy Features Survey Template Understanding what matters most to your customers is critical in the competitive life insurance market. This **Life Insurance Policy Features Survey** template helps insurance providers, agencies, and financial services companies gather actionable consumer insights on policy preferences, coverage needs, and the application experience. #### What makes this template valuable? This survey covers the complete customer journey—from feature prioritization and coverage calculation to rider interest and application feedback. You'll discover which policy benefits resonate most with your target market, identify gaps in your product offerings, and understand pain points in your sales and onboarding process. #### Perfect for insurance professionals Whether you're a life insurance agent, product manager at a carrier, or marketing team member, this template helps you: - **Prioritize product development** based on real customer preferences - **Refine sales messaging** around the features that matter most - **Improve conversion rates** by addressing application process friction - **Segment your audience** by coverage needs and policy type preferences - **Validate pricing strategies** with coverage amount calculations #### Designed for the insurance industry The template includes industry-specific questions about term vs. whole life preferences, common riders (accidental death, critical illness, waiver of premium), beneficiary considerations, and underwriting experience. The calculated coverage amount field helps respondents think through their actual needs, providing more realistic data for your product planning. #### Streamlined analysis with Paperform All responses automatically flow into your dashboard where you can use **AI Insights** to identify trends across hundreds of submissions—no manual spreadsheet work required. Connect to your CRM via [Stepper](https://stepper.io) to trigger follow-up campaigns based on policy preferences, or export data to your analytics tools for deeper segmentation. Built for insurance professionals who need actionable market intelligence without the complexity of enterprise survey platforms, this template combines professional design with the data collection power your team needs. Built for growing businesses, trusted by bigger ones. Trusted by 500K+ business owners and creators, and hundreds of millions of respondents. ![Capterra - 4.8 out of 5](/images/capterra-st.jpg) ![Trustpilot - 4.8 out of 5](/images/trustpilot-st.jpg) ![G2 - 4.8 out of 5](/images/g2-st.jpg) [Try Paperform free now](/register) ## More templates like this [![Credit Union Digital Banking Feature Prioritization Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/credit-union-digital-banking-feature-prioritization-survey.png) ### Credit Union Digital Banking Feature Prioritization Survey Gather member feedback on digital banking features, mobile app functionality, account management preferences, and loan application processes to enhance your credit union's digital experience.](/templates/credit-union-digital-banking-feature-prioritization-survey/) [![Dental Insurance Plan Feature Importance Survey](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/dental-insurance-plan-feature-importance-survey.png) ### Dental Insurance Plan Feature Importance Survey Gather consumer insights on dental insurance preferences, coverage expectations, provider network requirements, and premium sensitivity to guide product development and market positioning.](/templates/dental-insurance-plan-feature-importance-survey/) [![Insurance Claims Documentation Guide Download](https://img.paperform.co/fetch/f_webp/https://d3gw2uv1ch7vdq.cloudfront.net/content/form_templates/assets/insurance-claims-documentation-guide-download.png) ### Insurance Claims Documentation Guide Download Download a comprehensive insurance claims documentation guide. 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