Join thousands of professionals using CustomerIQ
Free your CSRs from email overload
CustomerIQ triages emails, drafts replies, and tracks every follow-up — so your team delivers a better client experience, avoids E&O risk from missed tasks, and never loses a sale to a buried email.
Works seamlessly with
trusted by high-performing teams everywhere
Why customeriq
Your staff is drowning in email. Your clients need quick responses. We can help.
Your staff spends hours every day in email that could be spent serving clients, renewing policies, or growing the book. The result? Burned-out CSRs, missed follow-ups, and frustrated clients who don’t get the fast responses they expect.
Endless email logging
Your CSRs spend hours re-entering conversations into your AMS instead of helping clients.
Missed follow-ups
Important client requests lead to E&O exposure when inboxes get too full.
Slower client response
Administrative overload delays replies — frustrating clients who expect fast service.
Burnout across team
Producers and CSRs are stuck in busywork, leading to stress and lower retention.
How it works
Automate the inbox. Elevate the customer experience.
Purpose-built for independent insurance agencies, CustomerIQ handles the tasks that slow your team down — so your CSRs can focus on clients, not inboxes.
Organize
Inbox triage
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
- Continuously learns from your agency’s workflows and edits
See for yourself
respond
Drafted replies
AI prepares client-ready responses right inside your inbox.
- Drafts replies for common client requests
- Suggests follow-ups in your team’s voice
- Cuts CSR typing time in half
- Syncs next steps across your systems
See for yourself
Log
CRM automation
Keep your CRM/AMS updated without manual data entry.
- Automatically logs 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
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
ROI from day one
Saving 1 hour/day per CSR = 20+ hours/month → $500+ saved per seat. Starting at $39/mo/seat, CustomerIQ pays for itself on the first 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 time someone edits a draft, the knowledge base is improved for the next user.
How does this compare to Superhuman
Superhuman 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.
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 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.