CustomerIQ

IntroducingCustomerIQ for Insurance: AI revenue intelligence for insurancelaunchThe AI platform to win and retain revenueCustomerIQ's AI connects directly to your email, phone system, and CRM/AMS to help you engage customers, increase deal velocity, and improve service quality. All with one platform.See it in actionWorks seamlessly with+trusted by high-performing teams everywhereThe math is simpleRevenue Growth = Win + RetainInstead of spending more time with prospects and customers, teams are stuck updating the CRM/AMS, prepping for meetings, chasing down action items, writing briefs. New Businessthe opportunityTop producers generate $500K-$700K annually vs. average producers at $250K-$400KWhere it's lost:cancel50% of sales go to whoever responds first - most teams take hours, not minutescancel80% of sales happen after 5+ follow-ups, but 44% of reps give up after onecancelGood sales is good project management but action items are missedExisting Businessthe opportunityA 5% improvement in retention doubles profits in 5 yearsWhere it's lost:cancel65% of customers say loyalty depends on rapid, effective servicecancel80% of satisfied customers renew vs dramatic drop-off for dissatisfied onescancelHigh-performing service teams contact clients in 3 minutes; lowest performers take 2+ daysSpeed + Consistency = RevenueWhat Top Performers Do DifferentlyWe design every feature and function to empower world-class sales and service teams.boltRespond in minutes, not hoursResponding within 5 minutes increases conversion 100x vs. waiting an hour. Top service teams make first contact in 3 minutes vs. 2+ days for lowest performersautorenewNever Drop the Ball80% of sales require 5+ touches—elite sellers follow up relentlessly. 31% of customers cancel policies due to poor service experiences like long wait timesshareDelegate EffectivelySales and service is a team effort. Teams that coordinate who does what, when, and get it done quickly, win.handshakeMaximize Every Client RelationshipBundled clients have 95% retention vs. significantly lower for single-policy holders. 88% of customers say good service significantly increases likelihood of repeat purchases.introducing customeriqHow CustomerIQ Drives Revenue GrowthEvery email, call, and meeting — captured, analyzed, and transformed into structured CRM notes, objects, and associations. Gain visbility into call trends, opportunities, deal summaries, and more.Capture every conversationEmails, meetings, calls, and voice notes all in one placeCustomerIQ automatically captures and organizes every client interaction so nothing slips through the cracks.Connect email, calendar, and phoneRecord and transcribe every callCapture mobile voice notes on the goSearch across all conversations instantlyResult: Every conversation across the company searchable and summarized on-demandLearn morearrow_forward Email assistantEmails organized. Replies drafted. Follow-ups drafted.Our email assistant integrates directly with Gmail and Outlook and works right where you do: in your inbox.Categorizes and prioritizes every emailSurfaces exactly who needs follow-up and whenPre-drafts contextual messages based on last conversationDrafts post-meeting and call follow-upsResult: Meet the expectation 65% of customers have for rapid responsesLearn morearrow_forwardUpdate your CRM effortlesslyAI creates call notes, deal records, and action itemsCustomerIQ automatically creates and updates records in real-time.Create perfect call and meeting notesCreate deals, contacts, and accounts automaticallyUpdate properties from conversation detailsDraft follow-up emails and proposalsNever log another activity manuallyResult: Every client has an action plan. Sales and service teams never drop the ball.Learn morearrow_forward MANAGE CLIENT REQUESTSTrack, delegate, and manage work across your teamCustomerIQ tracks every client request and automatically updates ticket status based on your actions and responses.Auto-create tickets from emails and callsMove tickets as requests are processedClose tickets when clients confirmNever lose track of a client requestLearn morearrow_forwardResult: Work and responsibilities are clear. Easily track service SLAs. Every client's needs met fast.win more dealsDrive revenue-winning strategies with AICustomerIQ scores performance, tracks talk time, and surfaces coaching opportunities automatically.Track talk time by participantIdentify objection handling gapsHelp reps improve with every conversationScore calls against custom criteriaLearn morearrow_forwardResult: Every conversation and deal uncovers strategies to improve the buying experience. Sync with system of recordSave 1+ hours per day on data entryEvery activity CustomerIQ captures syncs automatically to your CRM or your AMS — no manual entry required.Bi-directional sync with Salesforce, HubSpotNative integrations with insurance AMSDeals, contacts, tasks, and notesYour CRM finally reflects realityResult: Every team member saves hours on data entry and spends more time with customers.Learn morearrow_forwardREPORTING & ANALYTICSImprove forecasts and unlock revenue-winning insightsWith every conversation captured and every activity logged automatically, you get accurate reporting for the first time — no more guessing, no more incomplete data.Uncover conversation insights and themesTrack topics and keywordsTrack activity volume by rep, client, or accountMeasure response times and follow-up ratesSee pipeline movement tied to real conversationsForecast capacity based on actual workloadLearn morearrow_forwardResult: Managers finally have the visibility to coach their teams. ImpactWe deliver material impact“I forgot what it's like to write down notes during a call, or draft a follow up email, or update the CRM since this thing does all of that for you!”Chris Moore, Strategic PDMHubSpot“With 10+ meetings a day, follow-ups used to be a bottleneck—now they’re done instantly. The AI drafts perfect emails, pulls in the right content, and makes every interaction more impactful.”Doug Wendt, CEOWendt Partners1.5 hoursSaved per day on email and follow-ups50%Reduction in email triage/replies90%Increase in CRM data completeness30%Uplift in sales follow-ups55%Drafted emails sent with no edits90%Less time searching for technical answersIntegrationsFits right into your existing tech stackView all integrationsenterprise-grade securitySOC 2 certified. Encrypted everywhere. No AI training on your data.Security isn't a feature. It's the foundation.SOC 2 Type II CertifiedIndependently audited security controls. Verified annually. The same standard used by banks and healthcare companies.lockEncrypted EverywhereData encrypted in transit and at rest. Access controlled by role.privacy_tipNo AI TrainingYour conversations are never used to train AI models. Your data is yours — period.FAqFrequently Asked QuestionsWill the email assistant send emails without me reviewing?No. Drafts are placed in your inbox; nothing goes out until you click Send.Do draft emails sound like an AI?Quinn trains on your own messaging history—tone, voice, sign-offs—so drafts are personal and authentic.Is my data used to train the AI?No, we don't use any data to train AI. All models used by CustomerIQ are pre-trained models.Does this work with email, meetings, and calls?Yes! CustomerIQ is a full AI conversation intelligen platform connecting email, meetings, and calls in one place. Full conversation coverage.What if we have in-person meetings?CustomerIQ also supports native voice notes! Record anything and have it analyzed like any other conversation submission.Is my customer data safe?Yes - security is our top priority. CustomerIQ is built using industry-leading encryption and security standards.Organize every conversation, document, and activity without lifting a finger.See CustomerIQ in action with a 30-minute demo.Get a demo --- IntroducingCustomerIQ for Insurance: AI revenue intelligence for insurancelaunchPricingPer-seat pricing. No surprises.Designed to deliver ROI in the first week of use.Billed annuallyBilled monthlyFREEFree one-time trial with all pro features$0one-time creditsGet startedWhat´s included:500 emails3,000 properties10 call hrsEmail assistant & follow‑upsContent libraryAccount intelligenceWorkspace intelligencePlusBest for teams who want conversation intelligence across email and virtual meetings$50/seat/moGet startedWhat's included:AI email assistantAI meeting assistantAI call coachAI knowledge assistantFull self-driving CRM assistantTicket managementDeal managementPerformance reportingConversation insightsTopic watch listsProBest for teams who want conversation intelligence across email, virtual meetings, and phone (VoIP)$75/seat/moGet startedWhat's included:Everything in FreeEverything in PlusVoIP integrationPriority supportEnterpriseBest for large teams who need customization, bulk pricing, and dedicated account managementContact us/seat/moTalk to salesWhat's included:Everything in ProCustom integrationDedicated supportCustom workflowsFREEFree one-time trial with all pro features$0one-time creditsGet startedWhat´s included:500 emails3,000 properties10 call hrsEmail assistant & follow‑upsContent libraryAccount intelligenceWorkspace intelligencePlusBest for teams who want conversation intelligence across email and virtual meetings$59/seat/moGet startedWhat's included:AI email assistantAI meeting assistantAI call coachAI knowledge assistantFull self-driving CRM assistantTicket managementDeal managementPerformance reportsConversation insightsTopic watch listsProBest for teams who want conversation intelligence across email, virtual meetings, and phone (VoIP)$89/seat/moGet startedWhat's included:Everything in FreeEverything in PlusVoIP IntegrationPriority SupportEnterpriseBest for large teams who need customization, bulk pricing, and dedicated account managementContact us/seat/moTalk to salesWhat's included:Everything in ProCustom integrationDedicated supportCustom workflowstrusted by high-performing teams everywhereAdd-onsWorkflow Credits$349/moFuel your team’s automation with 1,000 Skill Credits each month. Run advanced workflows that update your CRM, generate proposals, send personalized follow-ups, and more — all powered by CustomerIQ.1,000 skill creditsNeed more? Custom credit volume & pricing available through salesTalk to salesOutlook Shared Inbox Add-On$149/moBring the power of Quinn and CustomerIQ to your team's shared inbox. Effortlessly organize the inbox with custom categories, draft replies, and never miss a follow-up.Everything in ProIncludes up to 3,000 processed emailsCustom categoriesPriority supportNeed more volume? Upgrade any time and get bulk pricing.Talk to salesCustom SkillsSkills built for your team's exact workflowsQuinn can be trained to handle any repetitive task. Here are a few examples we can build — and we can scope yours in a short working session.descriptionInsuranceGenerate COIFrom a client email, produce and send the certificate automatically.checklistFinancial ServicesFunding ChecklistTrack required docs, chase missing items, and notify the funding team when complete.request_quoteLogisticsQuote & Lane PricingPull recent lane history, draft a client-ready quote, and log it to CRM.descriptionProfessional ServiceDraft & Route SOWAssemble SOW from templates + scope, route for e-sign, and file to CRM/PMswap_horizTechnologySales/CS HandoffCompile notes, contacts, and next steps into a ready-to-use  brief for CS.add_circle_outlineCustomYour custom skillCreate a custom skill for your workflowsExplore skillsOrganize every conversation, document, and activity without lifting a finger.See CustomerIQ in action with a 30-minute demo.Get a demo --- IntroducingCustomerIQ for Insurance: AI revenue intelligence for insurancelaunchThe AI platform to win and retain premiumCustomerIQ's AI connects directly to your email, phone system, and AMS to help you engage clients, increase deal velocity, and improve service quality. Purpose-built for insurance.Book a 30-minute demotrusted by World-class agenciesThe math is simpleRevenue Growth = Win + RetainInstead of spending more time with prospects and customers, teams are stuck updating the AMS, prepping for meetings, chasing down action items, writing briefs. New Businessthe opportunityTop producers generate $500K-$700K annually vs. average producers at $250K-$400KWhere it's lost:cancel50% of sales go to whoever responds first - most teams take hours, not minutescancel80% of sales happen after 5+ follow-ups, but 44% of reps give up after onecancelGood sales is good project management but action items are missedExisting Businessthe opportunityA 5% improvement in retention doubles profits in 5 yearsWhere it's lost:cancel65% of customers say loyalty depends on rapid, effective servicecancel80% of satisfied customers renew vs dramatic drop-off for dissatisfied onescancelHigh-performing service teams contact clients in 3 minutes; lowest performers take 2+ daysintroducing customeriqHow CustomerIQ Drives Revenue GrowthEvery email, call, and meeting — captured, analyzed, and transformed into structured CRM notes, objects, and associations. Gain visbility into call trends, opportunities, deal summaries, and more.Email AssistantAutomatic email logging, AI drafted replies, and follow-upsAutomatically categorizes every email — endorsements, renewals, service requests, and more — so nothing gets lost in the shuffle.Categorizes COIs, endorsements, renewals, and service requestsFlags high-priority items so they’re handled firstReduces clutter and prevents missed emailsSaves every attachmentDrafts replies and follow-upsSee for yourselfarrow_forward Calls & MeetingsPerfect call notes and coaching for every callAI transcribes every call, takes perfect notes, and updates all your systemsTranscription in 20+ languagesPerfect summary notesExtracts tasks and to-dosAI coaching and feedback to improve after every callSee for yourselfarrow_forwardMANAGE CLIENT REQUESTSTrack service tickets automaticallyCustomerIQ tracks every client request, organizes into pipelines, and assigns to the correct person. Auto-create tickets from emails and callsMove tickets as requests are processedClose tickets when clients confirmNever lose track of a client requestLearn morearrow_forward CRM/AMSAutomate AMS/CRM activity loggingKeep your CRM/AMS updated with zero manual data entry.Automatically logs call notes, transcripts, emails, notes, and tasksHelps reduce E&O risk from missed tasksWorks with any cloud-based CRM/AMS systemContinuously learns from your agency’s workflows and editsSee for yourselfarrow_forwardFollow-upNever miss a follow-upCustomerIQ ensures every client request is logged, tracked, and completed — so your team delivers faster service and keeps clients happy.Follow-ups drafted and delivered every morningWritten in your tone and styleTrained on your agency SOPsAutomatically trackedSee for yourselfarrow_forwardinsightsDiscover coverage gaps and insightsDiscover insights across all your conversationsUncover cross-sell opportunities and unquoted risksTrack topics and search keywordsGain pipeline visibility100% visibility into team performance and workloadSee for yourselfarrow_forwardBenefitsWhat agencies gain with CustomerIQshieldE&O DefenseTimestamped, searchable records of every client conversation. When disputes arise, you have proof.boltInstant ContextSearch any client's history in seconds. Find exactly what was said, when, and by whom.timer2+ Hours Saved/DayZero manual note-taking. Zero copy-pasting into your AMS. Zero missed follow-ups.how it worksSee results from day one.1ConnectLink your email, phone system, and calendar2CaptureAI transcribes calls and categorizes emails automatically3SyncNotes and transcripts log to your AMS automatically4SearchFind any conversation instantly when you need itROI10X ROI every monthSaving 1 hour/day per CSR = 20+ hours/month → $500+ saved per seat. Starting at $59/mo/seat, CustomerIQ pays for itself on the second day of every month.savings$500+Saved per seat/month in admin time (2+ hrs/day × $25/hr)payments$59per seat/month starting priceevent_availableWeek 2CustomerIQ pays for itself by the second week of every monthFAqFrequently asked questionsDoes it work with my AMS?Yes. CustomerIQ integrates with AgencyZoom, Momentum, AMS360, QQCatalyst, EZLynx, and any cloud-based AMS.Why roll it out to the whole team?Because the value multiplies. Every email and phone call contains valuable insights and records for E&O.Does this work for email or phone?Both! CustomerIQ is a full conversation intelligence suite. Those conversations happen across email, phone, virtual meetings, and in-person. We support every conversation channel.How does the email assistant compare to SuperhumanSuperhuman is a unique email experience built on top of Gmail or Outlook. CustomerIQ is built right into the existing Gmail our Outlook experience so your team continues working as they always have (but with an incredible AI assistant).How long does setup take?30 seconds to connect your email. Your first AI-drafted follow-ups arrive immediately. Full phone integration takes about 15 minutes.Is my data secure?Yes. Enterprise-grade security, SOC 2 compliant, and we never train AI models on your data. Your conversations stay yours.How does the email assistant compare to Fyxer.ai?Fyxer is built for solo users and offers generic AI email drafts and categories. CustomerIQ is built for insurance. It’s pre-trained on insurance workflows, grounded in facts from your knowledge base and calls, and built on an enterprise-grade, secure platform.Organize every conversation, document, and activity without lifting a finger.See CustomerIQ in action with a 30-minute demo.Get a demo --- IntroducingCustomerIQ for Insurance: AI revenue intelligence for insurancelaunchAI Email Assistant for Gmail & OutlookAI that writes revenue-winning emailsAny AI can write an email. Our email assistant is rigorously trained and tested to draft high-performing follow-ups and replies. Written in your tone/style, grounded in your business' knowledgebase, optimized for closers.Get a demoGet started freeWorks seamlessly withtrusted by high-performing teams everywhereChallengeDrowning in emails?Your inbox isn’t just messages — it’s your to-do list, your CRM, and your follow-up system. But managing it takes hours you don’t have.mailEndless sorting and taggingImportant emails get lost in the noise. Manually tagging and filing eats up valuable time every day.scheduleMissed follow-ups and lost opportunitiesOpportunities slip when replies aren’t sent on time. Missed responses cost trust and revenue.hourglass_emptyManual CRM updates no one has time forCopying details into your crm is slow and error-prone. It distracts from serving customers.priority_highImportant emails buried under clutterCritical emails are buried under low-value requests, making it hard to focus on what matters.How it worksYour inbox, automatedCustomerIQ is the only inbox-native AI that adapts to you and your workflows.organizationCategorize emails automaticallyAI sorts Gmail & Outlook into the categories you care about.See for yourselfarrow_forwardcommunicationDraft replies in your voiceCustomeriq learns your SOPs and drafts emails just like you would.Book a demoarrow_forwardproductivityAutomate tasks & follow-upsEvery conversation becomes logged, tracked, and actionable.Get startedarrow_forwardknowledgeBuilt-in knowledge baseCustomeriq connects your emails with your knowledge base. Answers are suggested instantly, so your team always knows what to say.Get startedarrow_forwardCustomer loveUnlike anything you've seen"I forgot what it's like to write down notes during a call, or draft a follow up email, or update the CRM since this thing does all of that for you!"Chris MooreStrategic Partner Development, Hubspot"CustomerIQ is a game-changer. With 10+ meetings a day, follow-ups used to be a bottleneck—now they’re done instantly. The AI drafts perfect emails, pulls in the right content, and makes every interaction more impactful. It’s like having a personal chief of staff for my inbox—I can’t imagine working without it."Doug WendtCEO, Wendt Partners"Everyone promises to save you time. CustomerIQ is actually doing it. The way it drafts  directly in the inbox is so freaking helpful."Susan JacobsRevenue Operations, IPGCompareAny AI can write emails.Quinn writes the ones you send.CustomerIQ writes for you, in your voice, grounded in organizational knowledge, purpose-built for teams. Feature Superhuman / Fyxer CustomerIQ's Quinn Draft quality Generic AI Grounded in context + relevant Follow-ups Just a reminder Delivered every morning Inbox organization Generic labels Bespoke taxonomy CRM updates Manual entry Auto-updated after every convo Organizational knowledge Limited to user Learns from every email & reply — shared across the workspace ROISave hours every weekCustomeriq users cut inbox time in half. That’s 5–10 extra hours per week, per person — time back to sell, serve, and grow.scheduleCut busywork in halfReduce time spent sorting, tagging, and copying data. Free up 5–10 hours per week per person.trending_upGrow revenue fasterNever miss a follow-up. Customeriq turns every email into an opportunity that moves deals forward.verifiedReduce errors & riskAi that follows your sops ensures accuracy and consistency — fewer mistakes, stronger client trust.FAqFrequently asked questionsIs it hard to implement?Not at all. Connect your email and get your first follow-ups in the first 30 seconds.Will it sound like me?Absolutely. CustomerIQ learns from your emails and drafts replies in your voice grounding drafts in knowledge from your knowledge base.How does this compare to SuperhumanSuperhuman is a unique email experience and does not have specific knowledge of your business. CustomerIQ is built right into the existing Gmail our Outlook experience and leverages organizational knowledge to write incredible drafts.How much does it cost?Simple per-seat pricing, starting at $30/seat. Start with a free trial and upgrade when you’re ready.Do you train AI using our data?No - never. We don't train any AI/ML models with user data. CustomerIQ "learns" by grounding its responses in information within your knowledge base.How is this different from Fyxer.ai?Fyxer is built for solo users and offers generic AI email drafts. CustomerIQ is built for scaling businesses. It’s pre-trained on insurance workflows, grounded in facts from your knowledge base, and built on an enterprise-grade, secure platform.Organize every conversation, document, and activity without lifting a finger.See CustomerIQ in action with a 30-minute demo.Get a demo