Banking & Insurance

Client satisfaction and Google reviews: the agency people recommend

Bank branch, insurance agent, broker or mutual insurer: your clients choose you on trust, and trust now starts on your Google Business Profile. Up Review measures their satisfaction after every appointment, replies to every review and keeps the connection alive between renewals.

Over 400 clients supported
Advisor welcoming a client in a bank branch
12hsaved per month on review replies

They trust us

From local branches to national networks, they rely on Up Review every day.

Our top 3 solutions for banks and insurance agencies

From the post-appointment survey to the review reply, Up Review looks after the client relationship you never have time to measure.

Satisfaction survey

Know what clients think of their appointment, before they tell Google

An SMS or a QR code after the meeting, and your client rates their experience in a few seconds. You track your NPS, spot disappointed clients and call them back before they cancel their policy or post a public review.

  • NPS and satisfaction tracked by branch and by advisor
  • Unhappy clients detected and called back in time
  • Satisfied clients invited to say it on Google
See this solution
Satisfaction surveyQuestion 3/3

Would you recommend Le Petit Comptoir to a friend?

12345678910
132responses this month
9,2/10average rating
3unhappy customers flagged
Google review management

A review of your agency deserves a reply as careful as your advice

A difficult claim, a long wait in branch, fees that were misunderstood: a negative review left unanswered drives away prospects comparing the agencies in their town. Up Review centralizes your Google reviews and suggests a personalized reply generated by AI, in a measured, compliant tone. You proofread, you approve, it goes live.

  • AI replies in a professional tone, always approved by you
  • Immediate alerts on sensitive reviews
  • A Google Business Profile that reassures before the first appointment
See this solution
Google review
CR
Camille R.

"Available, pedagogical advisor, my file was processed within days. I recommend this agency."

Reply published by AI

Thank you so much, Camille! So glad you enjoyed everything, we look forward to seeing you again very soon.

Replied · just now
2★ review · Thomas B.
Reply awaiting your approvalTake over
100%of reviews answered
47reviews this month
4minaverage reply time
Customer CRM

An up-to-date client base to keep the connection between renewals

Every survey and every interaction enriches your client base. Segment by branch, by product or by seniority, then send the right message at the right time: appointment reminder, new service, annual review. By SMS, read at 97%, or by email.

  • Contacts collected with consent, centralized in one place
  • Segments by branch, by product or by seniority
  • Targeted SMS and email campaigns, scheduled in a few clicks
See this solution
Your customers1 248
CRCamille R.12 visits · last one yesterdayLoyal
TBThomas B.First visitNew
LMLéa M.High average spendVIP

All our other solutions

Beyond the top 3, a complete suite to attract, satisfy and retain your customers.

In banking as in insurance, trust shows on Google

Before walking into a branch, your future clients compare the ratings of the agencies in their town.

12h

saved every month, on average, thanks to AI-drafted review replies.

97%

read rate for SMS, compared with 20% for a typical email.

1 in 10

clients comes back after a targeted SMS sent at the right time.

Up Review fits your industry

Restaurant, bakery, hotel, franchise: different challenges, solutions built to meet them.

Your clients already trust you. Help them say it on Google