Join thousands of professionals using CustomerIQ
90% less call admin. 100% more visibility.
CustomerIQ is the first AI conversation intelligence platform for insurance, from agents to brokers to carriers, to automate data entry from calls, emails, and meetings.
your team is drowning in admin work
Sales and service teams spend 75% of their time on admin work
Instead of spending more time with prospects and customers, teams are stuck updating the CRM/AMS, prepping for meetings, tracking tickets, writing briefs.
Writing call notes
Phone calls. Voicemails. Meetings. Every conversation requires manual documentation—typing up notes, logging outcomes, updating records. Your team spends more time writing about work than doing it.
Managing email
Scouring threads for context. Copy-pasting into the CRM. Drafting replies that say the same thing for the hundredth time. Email runs your day instead of the other way around.
Tracking tickets
Who's handling what? What fell through the cracks? Without disciplined logging, you're chasing updates across people and systems just to know where things stand.
Insurance is unique
AI notetakers weren't built for insurance
When conversations aren't captured, everything downstream breaks—your reports, your client experience, your protection.
Email and phone dominate
Most client communication happens over phone calls and email threads—not video meetings. Tools built for Zoom miss the majority of your interactions.
Speed wins
Dropped follow-ups. Slow replies. The "didn't you get my email?" call. When context is scattered, response time suffers—and clients notice.
E&O risks
If a client disputes what was promised, you're reconstructing history from memory. That's not a process—it's a liability.
introducing customeriq
90% less admin. 100% more insights.
Purpose-built for insurance, CustomerIQ handles the tasks that slow your team down — so you can focus on clients, not email, notes, 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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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
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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
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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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insights
Uncover cross-sell opportunities 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
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Benefits
What agencies gain with CustomerIQ
Better Client Experience
Faster replies and consistent follow-ups that clients notice.
Increase E&O Defense
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 save 2+ hours on email, call notes, 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.