CustomerIQ for Insurance

Run your agency, not your inbox

CustomerIQ automates your agency’s workflows, capturing every client detail, drafting follow-up emails, and keeping your inbox organized—so your producers and account managers can focus on selling and servicing, not typing.

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trusted by high-performing teams everywhere

Producers and AMs spend 74% of their time on admin. We get you that time back.

CustomerIQ fits right into your workflow, quietly automating tedious administrative tasks while you focus on prospects and customers.

AI-Powered Meeting Notes

Capture every crucial detail automatically—so you can focus on the conversation, not on taking notes. Record, transcribe, and summarize Zoom, Google Meets, and MS Teams calls.

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Client notes on Autopilot

Stop manual logging and let AI seamlessly update contacts, deals, and tasks—so you can focus on selling, not data entry.

Explore CRM Automation

Follow-Ups and Replies Done for You

CustomerIQ drafts personalized, context-rich replies, organizes your inbox, and pulls from your content library—without lifting a finger OR leaving your inbox.

Explore Email Automation

Content linked exactly where you need it

Upload key enablement resources so your AI can seamlessly weave the right documents, links, and data into every email it writes.

Explore Content Library

How we save you 5 hours per week on admin work

Insurance agencies thrive on client communication, strategy, and execution—but too much time is lost to manual note-taking, follow-ups, and CRM updates. CustomerIQ automates your agency’s workflows, capturing every client conversation, drafting follow-up emails, and keeping your CRM updated—so you can focus on growing accounts, not admin work.

Step 1

Connect your inbox and calendar

CustomerIQ learns your writing style, organizes your inbox, and works alongside you in meetings and replies to keep deals moving.

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Step 2

We listen and learn

CustomerIQ transcribes calls, identifies follow-ups, and updates your systems—automatically.

Step 3

We draft follow-ups and replies directly in your inbox

Producers get daily email drafts and reminders. Managers get a live feed of activity and insights.

Step 4

We capture key action items to keep client engagements on track

Your AI Assistant learns what drives successful client engagements and automatically extracts next steps and action items from meetings.

Step 5

Deliver insights to win more clients and streamline engagements.

CustomerIQ will extract and cluster frequently asked questions, feature request, objections, and more automatically.

Built for insurance

Tailored for insurance workflows

Payments

Save 5+ Hours Per Week

Less admin, more client work.

Handshake

AI-Written Follow-Ups

No more chasing down clients or manually drafting emails.

Sync

Fast Client Responses

Fast answers equals happy clients.

Settings

Seamless Integration

Works with your inbox and meeting platforms.

Why insurance agencies love CustomerIQ

50X faster than doing it yourself.
40X cheaper than hiring an assistant.

Test it out for yourself with a free trial

Do It Yourself

Time spent / month
25+ Hours

Cost (lost time)
$1,300

Consistency / month
Let's be real

CustomerIQ

Time spent / month
30 minutes

Cost
$75/mo

Consistency / month
100%

Hire An Assistant

Time spent / month
25+ Hours

Cost
$3,000/mo

Consistency / month
100%

Getting started

Effortless client management—no manual work required.

1. Connect your tools

Connect your calendar and inbox. We support Gmail and Outlook.

2. Start talking

Your assistant will start delivering you work after your first email or meeting.

3. Review your work, it's done!

CRM = updated. Tasks = scheduled. Emails = drafted. Time = back.

Get started with CustomerIQ today

Connect integrations, follow our start guide, and have your team up and running in minutes.