Employee benefits survey template — yours to keep.

Section 1 · About you

Background only — never used to identify anyone.

1. How long have you worked here? <1 year · 1–3 · 3–5 · 5+ years
2. Which best describes your current work arrangement? Office · Remote · Hybrid · Field / client-site
3. Which life stage best describes you? Single · Married, no children · Parent of young / older children · Supporting elderly parents · Prefer not to say
4. Who is covered under your company health insurance? (tick all) Me · Spouse · Children · Parents · Parents-in-law · Not enrolled · Not sure
5. In the last 2 years, have you or a covered family member made a claim? Yes · No · Not sure

Section 2 · Awareness

1. I clearly understand what benefits I have and how to use them. (1–5)
2. I know my health cover amount (sum insured). (1–5)
3. I know which family members are covered. (1–5)
4. I understand what’s covered, what’s excluded, and the waiting periods. (1–5)
5. I know whether OPD / day-to-day costs (doctor visits, tests, medicines) are covered. (1–5)
6. I’m aware of the wellness and mental-health support available to me. (1–5)

Section 3 · Is it enough (adequacy)

1. My health cover amount is enough for my family’s medical needs. (1–5)
2. The room-rent and other limits are reasonable — no large surprise deductions. (1–5)
3. The hospital network near where I live or work is convenient and good. (1–5)
4. My benefits support the needs of my current life stage. (1–5)
5. My life and accident cover are enough to protect my family. (1–5)
6. The everyday / wellness benefits are relevant and useful to me. (1–5)
7. My OPD / day-to-day benefit is enough for my routine medical costs. (1–5)

Section 4 · Claims experience

Rating questions for those who claimed in the last 2 years.

1. The cashless process worked smoothly when we needed hospitalisation. (1–5)
2. I received timely guidance before and during the claim. (1–5)
3. I did not face unexpected deductions when the bill was settled. (1–5)
4. Any reimbursement I claimed was paid within a reasonable time. (1–5)
5. When I needed help, it was easy to get and actually helpful. (1–5)
6. The insurance app / portal is easy to use (e-card, tracking claims). (1–5)
7. If you faced a problem during a claim, what was the main issue? (tick all) No problem · Didn’t know whom to contact · Cashless too slow · Hospital not in network · Partly rejected / heavily deducted · Reimbursement too slow · Confusing documents · Unclear communication · Other

Section 5 · Communication

1. Benefits information is explained in simple, easy-to-understand language. (1–5)
2. I know exactly whom to contact for a benefits or claims question. (1–5)
3. I get benefits information at the right time, not only when there’s a problem. (1–5)
4. The enrolment process is simple and easy to complete. (1–5)
5. How do you prefer to hear about your benefits? (tick up to 2) Email · WhatsApp · HRMS / app · Webinar · Short videos · Benefits handbook · In-person · HR briefing

Section 6 · Value & care

1. Overall, I’m satisfied with the benefits my company offers. (1–5)
2. The benefits make me feel the company cares about me and my family. (1–5)
3. I see my benefits as a valuable part of my total pay — not just an HR formality. (1–5)
4. The benefits are one of the reasons I’d stay with this company. (1–5)
5. Compared with what I know of other companies, our benefits feel competitive. (1–5)

Section 7 · Everyday benefits — what you know

For each, tick: know & use it · know, not used · didn’t know it existed · not offered. (Delete rows you don’t offer.)

• Annual health check-up · Doctor on call / teleconsultation · OPD / medicine / diagnostics
• Dental & vision · Nutrition consultation · Health-risk assessment
• Fitness / gym membership · Confidential counselling · Support communities
• Meditation / wellbeing app · Money, tax or legal help · Recognition & rewards · Learning courses

Section 8 · What you’d want next

1. If your benefits could be improved, which THREE would matter most? (tick up to 3) Higher cover · Parents’ cover · No room-rent limit · Better hospital network · OPD / medicine cover · Mental health · Maternity / newborn · Preventive check-ups · Dental & vision · Fitness allowance · Financial wellbeing · Cover when I leave · More choice of benefits · Easier claims · Better communication
2. Which one benefit would make the biggest difference to you or your family? Open answer
3. If the company had a fixed benefits budget, what would you prefer? Higher cover for all · More family members covered · More OPD / wellness · More choice · Lower employee contribution · Not sure
4. What’s the biggest reason you don’t use some benefits? Didn’t know they existed · Don’t understand how · Process too hard · Not relevant · No time · Privacy concern · Haven’t needed them

Section 9 · Parents’ health cover (optional)

1. If the company offered parents’ cover you pay for (fully or partly), would you opt in? Yes · Maybe · No · Already covered
2. How much would you pay, per parent, per year? Up to ₹5,000 · ₹5,000–15,000 · ₹15,000–30,000 · ₹30,000–50,000 · ₹50,000+ · Wouldn’t pay
3. To lower the premium, would you accept a co-pay (10–20% of each bill)? Yes · Maybe · No
4. What would matter most in parents’ cover? (up to 2) Affordable premium · Good network · Lower co-pay · Higher cover · Pre-existing conditions · Easy claims · No medical check-up

Section 10 · Recommend & final feedback

1. How likely are you to recommend these benefits to a friend joining a similar role? 0–10
2. What’s one thing we should continue doing well? Open answer
3. What’s one thing we should improve first? Open answer
4. Any other feedback about insurance, wellness, claims or benefits? Open answer