Join thousands of professionals using CustomerIQ
90% less admin. 100% more visibility.
CustomerIQ is the AI conversation intelligence platform for insurance agents to automate AMS data entry and gain crystal clear visibility into client conversations. Free your team from data entry and inbox chaos while scaling revenue-winning best-practices.
Why customeriq
Your staff is drowning in data entry. You're stuck reviewing calls. We can help.
Your staff spends hours every day entering data into your CMS and replying to the same emails. That time could be spent serving clients, renewing policies, or growing the book. The result? Burned-out CSRs, missed follow-ups, or worse - undocumented conversations and E&O liability.
AMS data entry
Your CSRs spend hours re-entering conversations into your AMS instead of helping clients.
No call visibility
Owners have no visibility into call performance or revenue opportunities.
Slower client response
CSRs and producers left to navigate chaotic inbox, replying to the same emails over and over.
Burnout across team
Producers and CSRs are stuck in busywork, leading to stress, lower retention, poor training.
How it works
We analyze every conversation, update your records, and automate insights.
You spend more time with customers.
Purpose-built for independent insurance agencies, CustomerIQ handles the tasks that slow your team down — so your CSRs can focus on clients, not email and data entry.
Email Assistant
Inbox categorization, AI drafted replies, and follow-ups
Automatically categorizes every email — endorsements, renewals, service requests, and more — so nothing gets lost in the shuffle.
- Categorizes COIs, endorsements, renewals, and service requests
- Flags high-priority items so they’re handled first
- Reduces clutter and prevents missed emails
- Drafts replies and follow-ups
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VoIP
Perfect call notes and coaching for every call
AI transcribes every call, takes perfect notes, and updates all your systems
- Transcription in 20+ languages
- Perfect summary notes
- Extracts tasks and to-dos
- AI coaching and feedback to improve after every call
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CRM/AMS
CRM + AMS data entry automation
Keep your CRM/AMS updated with zero manual data entry.
- Automatically logs call notes, transcripts, emails, notes, and tasks
- Helps reduce E&O risk from missed tasks
- Works with any cloud-based CRM/AMS system
- Continuously learns from your agency’s workflows and edits
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Follow-up
Never miss a follow-up
CustomerIQ 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 morning
- Written in your tone and style
- Trained on your agency SOPs
- Automatically tracked
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Benefits
What agencies gain with CustomerIQ
Better Client Experience
Faster replies and consistent follow-ups that clients notice.
Helps Reduce E&O Risk
No missed tasks or forgotten follow-ups falling through the cracks.
Win More Sales
Leads never get buried in email; your team responds before competitors.
ROI
10X ROI every month
Saving 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.
Save Hours Daily
CSRs spend 2+ hours less on inbox management and AMS logging.
Retain More Clients
Faster responses = happier clients = higher retention.
Scale Without Hiring
Grow your book without adding admin staff.
FAq
Frequently asked questions
Is it hard to implement?
Not at all. Connect your email and get your first follow-ups in the first 30 seconds.
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 Superhuman
Superhuman 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).
Does this replace my CRM or AMS?
No — CustomerIQ works alongside your CRM/AMS (AgencyZoom, Momentum, AMS360, QQCatalyst, EZlynx, and more) to keep it up-to-date automatically.
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 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.