Time Saved on email / month
5 hours
The AI executive assistant for your insurance agency
CustomerIQ auto-categorizes COIs, endorsements, renewals, and more — drafts replies and follow-ups in your voice, and automates key insurance workflows, so your team spends less time on admin and more time growing the book.
Works seamlessly with
trusted by high-performing teams everywhere
Why customeriq
Your insurance business faces challenges generic AI can’t solve.
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.
Every email matters
COIs, endorsements, renewals, and cancellations all require immediate, correct action.
Context is scattered
Client, carrier, and policy details live in different systems and formats
Compliance is critical
Missing a deadline or update can create costly E&O risk
Service drives revenue
Fast, accurate responses keep clients and carriers happy
How it works
Built for the way insurance actually works
Generic AI writes words. CustomerIQ runs your workflows, captures your data, and protects your revenue — without you lifting a finger.
Inbox native
No new tools to learn. Just a smarter inbox.
CustomerIQ plugs into your inbox and CRM to handle the repetitive work agents and CSRs do every day:
- Categorizes inbound emails (endorsement, COI, renewal, etc.)
- Drafts context-aware replies in your agency’s tone
- Logs meeting summaries, tasks, and CRM/AMS updates
- Continuously learns from your agency’s workflows and edits
See for yourself
never miss a follow-up
Drafted. Personalized. Delivered. Every time.
CustomerIQ monitors every message thread for follow-up triggers:
- Auto-detects when something needs a reply
- Writes custom follow-ups in each user’s voice
- Sends daily digests of open items
- Syncs next steps across your systems
See for yourself
Trained on Insurance. Tuned to You.
Pre-loaded with industry knowledge. Continuously personalized.
CustomerIQ comes out of the box understanding insurance-specific terminology and common workflows:
- Suggests additions to your workspace knowledge based on draft edits
- Add documentation for common workflows (endorsements, re-marketing, cancellations)
- Upload your owncCarrier and coverage nuances
- Continuously learns from your agency’s workflows and edits
See for yourself
Works where your team works
Built for teams from the ground, up.
CustomerIQ connects to the tools your agency already uses:
- Gmail, Outlook, and shared inboxes
- CRMs and AMS tools
- Calendar and meeting platforms
- Slack or email notifications for follow-up alerts
See for yourself
Skills
Skills built for your agency’s exact workflows
Quinn can be trained to handle any repetitive insurance task. Here are a few examples we can build — and we can scope yours in a short working session.
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.
Log Carrier Notes
Pull key details from carrier messages into the correct record.
Track Claim Updates
Update claim status, log adjuster notes, and notify clients.
Your Custom Skill
We’ll scope and build your workflow.
ROI
Pays for itself in the first hour of use
Test it out for yourself with a free trial
Generic AI
Close rate increase
0%
0%
Cost / month
$30-$125
$30-$125
CustomerIQ
Time sAved on email / month
20 hours
20 hours
Close rate increase from follow-ups
30%
30%
Cost / month
$39
View plans$39
Hire An Assistant
Time spent / month
Training required
Training required
Close rate increase from follow-ups
Training required
Training required
Cost / month
$3,000
$3,000
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.
Can we customize how it works?
Yes. Add your own language, workflows, and knowledge. CustomerIQ gets better the more you use it.
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.
Your AI executive assistant, setup in 5 minutes
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