Custom skills to automate repetitive workflows
Your team’s processes are unique. We work with you to design Skills—everyday automations that run inside CustomerIQ’s context orchestration layer and connect across your tools (AMS/CRM, email, docs, ticketing). Less admin. Fewer clicks. More outcomes.
Skills are on-demand actions your team triggers from the inbox or conversation to get work done fast
Skills use CustomerIQ’s context (contact, account, policy, past comms) and can read/write to your systems.
Discovery
We map your workflow, systems, fields, edge cases, and success criteria. You leave with a clear spec, timeline, and implementation quote.
Implementation
We build, connect, test, and harden. Includes integrations, prompts, guardrails, and user acceptance.
Support
Ongoing tuning, updates when your process changes, and monitoring to keep accuracy high.
Why build a custom skill
From COIs to cancellations, insurance communication isn’t generic — it’s urgent, regulated, and tied to revenue. Here are the unique problems your agency faces every day.
Built around your process
No compromise to fit a generic tool.
Knows your data
Uses CustomerIQ’s context layer to pull the right contact/account/policy details.
Writes to your systems
Updates CRM/AMS/ticketing automatically.
Measurable outcomes
Fewer touches, faster turnaround, better audit trail.
Custom skills for any vertical
Insurance
Generate COI
From a client email, produce and send the certificate automatically.
Process Endorsement Requests
Capture details, update your AMS/CRM, and submit to carriers.
Send Renewal Packets
Assemble the right docs and email them in your voice.
Technology
Sales/CS Handoff
Compile deal notes, key contacts, and next steps from the sales cycle into a ready-to-use onboarding brief for Customer Success
Pre-meeting Brief
Pull recent emails, meeting notes, CRM updates, and account activity into a one-page brief before every client meeting
Business Case Generator
Gather usage data, ROI metrics, and client goals to create a tailored business case for expansion or renewal
Financial Services
Funding Checklist Orchestration
Track each required doc, chase missing items, and notify the funding team when complete.
Pre-Qual Package Assembly
Gather borrower docs, pull credit + financials, and package for internal review.
Term Sheet Drafting
Merge borrower details and deal terms into your template, send for e-sign, and log to CRM/LOS.
Logistics
Quote & Lane Pricing
Pull recent lane history, draft a client-ready quote, and log it to CRM.
Tender Load to Carrier
Create/send the rate confirmation, capture acceptance, and update the load record.
POD & Invoice Packet
Collect POD/BOL, match to the load, generate the invoice packet, and notify accounting.
Professional Service
Draft & Route SOW
Assemble SOW from templates + scope, route for e-sign, and file to CRM/PM.
Kickoff Orchestration
Schedule client/vendor kickoff, send agenda + docs, and create the project workspace.
Your Custom Skill
We’ll scope and build your workflow
Others
RFP & Bid Management
Collect requirements, send RFPs to vendors, track responses, and prepare comparison summaries.
Document Chase & Compliance Tracking
Request, collect, and log required documents before deadlines — with automated reminders.
Your Custom Skill
We’ll scope and build your workflow
Frequently asked questions
How do Skills work
Skills run directly from your inbox. They can trigger automatically based on the content of an email, or you can run them manually when you need them. Once triggered, they execute the full workflow digitally — including data entry, follow-ups, and document prep.
How long does it take to set up a Skill?
Most Skills can be scoped, built, and launched within 1–2 weeks. More complex workflows that integrate multiple systems may take longer.
What’s the difference between a Skill and a feature?
A feature is a core capability available to all Quinn users (e.g., drafting replies, categorizing emails). A Skill is a targeted workflow automation built specifically for your team’s needs.
Can Skills be customized for my business?
Yes. We build Skills tailored to your exact workflows, systems, and terminology. If it’s something your team currently does manually in a browser, spreadsheet, CRM, AMS, or other system — we can likely automate it.
How are Skills priced?
Skills use credits. Your workspace can purchase credit packs based on expected usage, with unlimited seat access. Custom Skills may have a one-time setup fee.
How do I request a new Skill?
Contact our team with your workflow idea. We’ll scope it with you, confirm feasibility, and give you a timeline and cost estimate. We currently have capacity to onboard 3 more teams this month.