See CustomerIQ in action with a 30-minute demo.
The AI platform to win and retain premium
CustomerIQ'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.
The math is simple
Revenue Growth = Win + Retain
Instead of spending more time with prospects and customers, teams are stuck updating the AMS, prepping for meetings, chasing down action items, writing briefs.
New Business
the opportunity
Top producers generate $500K-$700K annually vs. average producers at $250K-$400K
Where it's lost:
50% of sales go to whoever responds first - most teams take hours, not minutes
80% of sales happen after 5+ follow-ups, but 44% of reps give up after one
Good sales is good project management but action items are missed
Existing Business
the opportunity
A 5% improvement in retention doubles profits in 5 years
Where it's lost:
65% of customers say loyalty depends on rapid, effective service
80% of satisfied customers renew vs dramatic drop-off for dissatisfied ones
High-performing service teams contact clients in 3 minutes; lowest performers take 2+ days
introducing customeriq
How CustomerIQ Drives Revenue Growth
Every 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 Assistant
Automatic email logging, 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
- Saves every attachment
- Drafts replies and follow-ups
See for yourself
Calls & Meetings
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
See for yourself
MANAGE CLIENT REQUESTS
Track service tickets automatically
CustomerIQ tracks every client request, organizes into pipelines, and assigns to the correct person.
- Auto-create tickets from emails and calls
- Move tickets as requests are processed
- Close tickets when clients confirm
- Never lose track of a client request
CRM/AMS
Automate AMS/CRM activity logging
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
See for yourself
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
See for yourself
insights
Discover coverage gaps and insights
Discover insights across all your conversations
- Uncover cross-sell opportunities and unquoted risks
- Track topics and search keywords
- Gain pipeline visibility
- 100% visibility into team performance and workload
See for yourself
Benefits
What agencies gain with CustomerIQ
E&O Defense
Timestamped, searchable records of every client conversation. When disputes arise, you have proof.
Instant Context
Search any client's history in seconds. Find exactly what was said, when, and by whom.
2+ Hours Saved/Day
Zero manual note-taking. Zero copy-pasting into your AMS. Zero missed follow-ups.
how it works
See results from day one.
Connect
Link your email, phone system, and calendar
Capture
AI transcribes calls and categorizes emails automatically
Sync
Notes and transcripts log to your AMS automatically
Search
Find any conversation instantly when you need it
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.
$500+
Saved per seat/month in admin time (2+ hrs/day × $25/hr)
$59
per seat/month starting price
Week 2
CustomerIQ pays for itself by the second week of every month
FAq
Frequently asked questions
Does 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 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).
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.