CustomerIQ

CustomerIQ is an AI-powered conversation intelligence platform designed to help sales and service teams, particularly in insurance, win and retain revenue. It connects directly to email, phone systems, and CRM/AMS to automatically capture, analyze, and organize every client interaction—including emails, calls, meetings, and voice notes. Key features include an AI email assistant that categorizes and prioritizes inbox messages and drafts contextual replies, automated call and meeting transcription with structured notes, ticket management for tracking client requests, and bi-directional CRM sync with Salesforce, HubSpot, and insurance AMS systems. The platform also provides coaching insights, talk time analysis, and reporting dashboards to improve team performance and forecast accuracy. CustomerIQ integrates with Gmail, Outlook, Zoom, Google Meet, RingCentral, and Vertafore, and is SOC 2 Type II certified with data encrypted in transit and at rest—customer data is never used to train AI models. Trusted by high-performing insurance agencies like Portal Insurance, ePlan, and Thompson Insurance.

Key Benefits

• Respond within minutes to increase conversion
• Never drop the ball with automated follow-ups
• Delegate work effectively across the team
• Maximize client relationships through bundled policies and service