CustomerIQ
AI assistant for insurance agencies: transcribes calls, writes notes and tasks into your AMS/CRM, sorts email (COIs, endorsements, renewals) and drafts replies and follow-ups.
Category: Call & Meeting Notes
Lines of business: All
Pricing: Free one-time trial with Pro features; from $59/seat/mo, Pro with phone (VoIP) $75/seat/mo (per site: https://www.getcustomeriq.com/pricing).
Website: https://www.getcustomeriq.com/industry/customeriq-for-insurance
Last checked 2026-10-19. Info is from the vendor's public site; verify before buying.
What agents use it for
Example prompt
Connect your phone system, email and calendar to CustomerIQ. It transcribes each client call, writes the summary note and the tasks and to-dos, and logs them to your cloud AMS/CRM (for example EZLynx, AMS360 or QQCatalyst). After the call, read the note and the follow-ups it drafted and fix anything that's off.
Example prompt
Connect Gmail or Outlook to CustomerIQ. It sorts incoming email into categories such as COIs, endorsements, renewals and service requests, flags the high-priority items and drafts replies and follow-ups. Work the high-priority items first and review each drafted reply before you send it.
Fill in the placeholders, then review the output for accuracy and compliance before you use it.
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