We make communication your competitive edge
CustomerIQ extracts actionable insights from emails, calls, and meetings using AI, then puts them to work—automating email replies, updating your CRM, and coaching reps to improve performance. Save hours daily and close more deals with a single, unified platform.
Reps are drowning in email. Managers are stuck reviewing calls.
Valuable insights are buried in thousands of conversations. Deals slip through the cracks. And your best performers' tactics never reach the rest of the team.
Endless email chains
Critical buyer signals lost in inbox chaos
Manual CRM updates
Reps spend 2+ hours daily on data entry instead of selling
Call review bottlenecks
Managers can only review a fraction of calls, missing coaching opportunities
Missed follow-ups
No visibility into what needs attention until it's too late
One platform that captures, analyzes, and acts on every conversation
Turn every conversation into your competitive advantage
Purpose-built for independent insurance agencies, CustomerIQ handles the tasks that slow your team down — so your CSRs can focus on clients, not inboxes.
Reply 3X faster
Our AI email assistant lives directly in your inbox so you don't need to learn a new tool.
- Categorize and prioritize every email
- Auto-draft personalized replies
- Surface risks and opportunities
- Never miss a follow-up
Keep perfect records
Save time and never miss a detail.
- Zero manual data entry
- Auto-log calls, emails, meetings
- Keep pipeline always current
- Extract and add tasks
Make every rep as good as your best rep
Fine-tune AI coaches for different call types and surface opportunities across any size team.
- Live call insights and suggestions for different call types
- Performance scorecards
- Surface coachable moments and cross-sell opportunities
We 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 PDM
HubSpot
“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, CEO
Wendt Partners
Works with your existing tech stack
Powered by our proprietaryContext Orchestration Engine
Reason over task
We determine what response, follow-up, or message would be most helpful using intent and conversational cues.
Retrieve context
Our enhanced RAG engine surfaces relevant context from past conversations and your knowledge base.
Validate accuracy
We check that all responses meet accuracy, safety, and compliance standards before sending.
Optimize
Our engine suggests updates to your knowledge base to improve performance for future interactions.
Enterprise-grade
security and scale
We keep your data safe and private with built-in security features that stay up-to-date as security protocols evolve. Our data centers are U.S.-based, our third-party AI/ML models are not trained on your data, and we don’t retain ownership of your outputs.
Frequently Asked Questions
Will it send anything without me reviewing?
No. Drafts are placed in your inbox; nothing goes out until you click Send.
Does the AI sound robotic?
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.
What if I already have a CSR?
Quinn pre-writes the grunt work so your CSR spends time closing and scheduling.
Is my customer data safe?
Yes - security is our top priority. CustomerIQ is built using industry-leading encryption and security standards.