The daily grind
You didn't get into insurance to be a copywriter — or a data-entry clerk.
But that's where the hours go: drafting the same renewals and follow-ups over and over, tracking who you've reached out to on sticky notes, keeping referral partners straight in your head, and wrestling generic AI that doesn't speak insurance. It all pulls you away from what actually grows your book — talking to people and writing business.
What you can type
Four different jobs. The same box.
Not four tabs to learn and not four tools to buy. You type what you need in your own words, and it works out whether you wanted an answer, a message, a document, or a plan.
Ask
›does a personal auto policy cover him if he's driving for doordash
↓
Almost never. Personal auto carries a livery and delivery-for-hire exclusion that bites the moment the app is on, and most carriers treat it as a claim denial rather than a surcharge. He needs a rideshare or delivery endorsement, or a commercial auto policy.
Varies by carrier and state — verify against the policy.
Write
›renewal came back 18% higher for the Hendersons and they are going to be upset
↓
Hi Mike and Dana, wanted to get ahead of your renewal rather than let it land in your inbox cold. It came back about 18% higher this year, and I know that is not what you were hoping to hear. Here is what is actually driving it, and the two things I am going to go and check before you decide anything...
In your voice, signed with your agency, ready to send.
Build
›send the Hendersons a life insurance needs worksheet
↓
A link they open on their phone, fill in themselves, and send back — income, debts, savings, years of support — with the number worked out at the end.
Single use, so the link cannot be forwarded around.
Find
›who should I be getting referrals from in marietta
↓
Closing attorneys, mortgage brokers, a couple of remodelers and the property managers nobody calls — with why each one sends the kind of business you actually write, and a pitch you can send today.
Then it tracks them, and tells you who has gone quiet.
How it works
Then you talk to it like a person.
The first answer is rarely the last one. Say it's too long, ask it to warm up the opening, push back on the coverage point, or change your mind entirely halfway through. It stays in the conversation with you, and it is all still there next week when the client finally replies.
1
Say what you need
In your words, at whatever length you have time for. There is no menu to browse, no template to pick, and nothing to set up before it is useful.
2
Get it ready to send
In your voice, with your name and your agency on it. Email or text, chosen to fit the job rather than a setting you picked once.
3
Keep going
Shorten it, warm it up, ask what a coverage actually does, or start somewhere else entirely. Every conversation is saved, so you can pick one back up next week.
The difference
A general chatbot starts from zero every time you open it.
You can get a decent paragraph out of one. You just have to re-explain your book every single time, and it cannot tell you the quote from nine days ago is going cold.
Every session, from scratch
- ×Tell it you sell insurance. Then which lines.
- ×Paste your agency name, your title, your phone number.
- ×Explain how you write, and rewrite what comes back anyway.
- ×Fix the placeholders it left in the middle of the email.
- ×Remember on your own who you owe a follow-up.
Already knows, before you type
- →The lines you actually sell, and the ones you never pitch.
- →Your agency, your name, your sign-off, on every draft.
- →Your real writing voice, from samples you captured once.
- →Every prospect, partner and conversation you have logged.
- →Who has gone quiet, and which quote is going cold.
Same underlying intelligence. The difference is everything it already has on hand when you start typing, and that difference is the whole product.
What it keeps
It remembers, so you don't have to.
The writing is the part people notice first. The reason agents stay is the half that is still there next Tuesday — who you owe a call, which quote is going cold, what you have actually written this month.
Prospect Pipeline
Track every lead from New Lead to Sold — the structure of a pipeline without the bulk of a full CRM, and without a migration to get into it.
Referral Partners
Find, track, and grow the relationships that send you business. Your best lead source, finally out of your head and into something that tells you who has gone quiet.
Follow-up Loop
Write a follow-up and mark it sent in the same breath — the contact logs itself, the record clears from your due list, and the history writes itself into their notes.
Goals & Trends
Your production, your momentum, and your monthly goal at a glance. Know where you stand without rebuilding the spreadsheet every month.
Commission Tracker
Log every policy you write and watch your estimated commission build through the month. Break it down by policy type and carrier, and export to CSV.
PhotoIQ
Turn a social post you just wrote into a finished graphic — your words, your colors, your logo, and your own photo behind it if you want one. The post and the picture in one pass, instead of a separate design tool.
Not just words
Some of it leaves your screen entirely.
Two of these are not messages at all. One goes out to your client and comes back filled in. The other comes out as a file you can print, email, or hand across a desk.
Life Needs Analysis
The conversation nobody wants to start, turned into a link.
1You generate a link and text it to them
2They fill it in on their phone, in their own time
3Income, debts, savings, years of support
4The number works itself out at the end
5It lands back in your account, ready to talk about
The link is single use, so it cannot be forwarded on or filled in twice. Generating a new one takes a second.
Intake & Applications
Ask for an intake. Get a file, not a wall of questions.
1Ask for a commercial intake, or a life application
2It comes back as a fillable PDF, numbered and ordered
3Your agency name and details already on it
4Print it, email it, or fill it in on screen
5No reformatting, no copying it into Word first
Ask for any intake you take regularly. It is not a fixed library of six forms.
Sounds like you
Not generic AI. You.
Most AI writes like AI: stiff, samey, and obviously not you. ProducrIQ is different. Write four quick sample messages one time and it learns your actual voice, how you open, how you talk, how you sign off. From then on every draft comes back sounding like you wrote it yourself, ready to send. That is the difference between copy you have to rewrite and copy you can actually use, and it is what makes ProducrIQ feel like your agency instead of a robot.
- →Capture your voice in two minutes, no real client data needed
- →Every draft matches your greeting, your cadence, and your sign-off
- →Included from the first minute, and it works on every message you generate
- →Pro sharpens it further with separate email and text voices, fully editable
Generic AI
"Dear valued client, I hope this message finds you well. I am writing to inform you that your insurance quote is now available for your review."
↓
Your voice
"Hey Sam, good news, your auto quote came back and it looks solid. Want me to walk you through it real quick? Give me a shout. Talk soon, Rich"
The difference
Turn referral partners into a pipeline.
Most agents keep referral relationships in their head. ProducrIQ makes them a system — so your best lead source stops slipping through the cracks.
1Identified
2Contacted
3Meeting Set
4Active
5Inactive
- →Find local partners with AI — not just track the ones you have
- →Log referrals and see who actually drives premium
- →Generate a tailored partner pitch in seconds
- →Know who's gone quiet and needs a touch
For every kind of agent
Whatever you sell, it speaks your language.
Personal lines, a commercial book, life, Medicare, farm, or specialty — ProducrIQ knows which lines you sell, so what comes back fits your book and never pitches something you don't write.
Personal LinesCommercialLifeHealth & MedicareFarmSpecialty
Pricing
Simple, honest pricing.
One plan, everything in it. No tiers to decode and no feature you only find out you don't have when you reach for it.
ProducrIQ
$25 /month
or $250/year — 2 months free
- ✓Describe the job, get it written in your voice
- ✓Insurance answers with the guardrails on
- ✓Prospect and partner tracking with follow-ups
- ✓Intake forms as fillable PDFs
- ✓Commission tracker + CSV export
- ✓Life Needs Analysis worksheet + PDF
- ✓PhotoIQ — turn a post into a graphic, over your own photo
- ✓Separate email and text voices
- ✓Your agency logo on graphics & reports
For agencies
Manage your whole team, not just your own book.
Four producers on four separate logins is four silos: no shared visibility, no shared standards, and two people chasing the same lead. The Team tier puts an owner layer on top of every producer's command center — you see production and pipeline, they keep their own voice, drafts, and data. Always outcomes, never their message content.
Goals & Pacing
Set the agency's monthly premium goal and watch a live pacing bar — where the team stands vs. where the month is, with every producer's % to goal.
Monday Agency Brief
Every Monday, your agency lands in your inbox: what closed last week, who's pacing, who's gone quiet, and what needs a conversation.
Coaching Queue
Producers with a follow-up backlog or a quiet stretch surface automatically. One tap sends a check-in under your name — replies come to you.
Monthly Report (PDF)
A board-ready PDF in one click: production by producer, win rates, goal pacing, and the six-month trend.
Approved Templates
Publish the agency's best messaging once. Every producer gets it, read-only and always current — one voice across the team.
Lead Assignments
Hand a lead to the right producer. It appears on their home screen, and accepting drops it straight into their pipeline. No lead ever chased twice — the team de-dup sees to it.
- →Producers keep full command centers — their voice, pipeline, and drafts stay theirs
- →You see outcomes and results, never the content of their messages. That's enforced in the database, not hidden in the UI
- →Commission rollup by producer — agency and per-producer totals, never their individual entries or client names
- →The book of business survives turnover — when a producer leaves, you keep the history
- →One bill, one brand: every producer signs with the agency's name
$29/mo for the agency + $20 per active producer seat — every seat below the price of a solo account. An owner and three producers is $89/mo, less than four separate Pro accounts, and it adds everything four separate accounts cannot do. Invites cost nothing until a producer joins, and removing a seat stops its billing.
Request early access →The Team tier is in early access. Tell us about your agency and we'll set you up.
Why agents pick it
Built by someone who does the job.
One plan, one price
$25/mo and everything is in it. No tier to decode, and nothing you discover you don't have at the moment you reach for it.
Shape the roadmap
Your feedback steers what gets built next. You're not a user number — you're a founder.
Built by a peer
Made by a working independent agent who sells every day, not a software company guessing at your job.
Real result
"I used ProducrIQ to build a targeted, professional outreach strategy for a restaurant account. That policy closed at just over $10,000 in premium — it helped me get there with more confidence and less wasted time."
Gregory McGee
The McGee Agency · Forest Park
Gregory is a ProducrIQ beta tester. Individual results may vary.
Why I built this
"I'm not a software guy who studied insurance — I'm an agent who got tired of doing this the hard way. I built ProducrIQ with the insurance backbone baked in, so the words come out right the first time and the busywork stops eating your day."
Richard Bass
Founder · Independent Agent, The Bass Agency
Questions
Good to know.
Do I need a credit card to start?
Yes. Your card goes on file so nothing stops working halfway through your first week, but the 7 days are free, cancelling takes two clicks from your Profile page, and we email you before the first charge so it is never a surprise.
What happens when the trial ends?
Your card is charged $25 and nothing else changes — same account, same voice, same conversations. We email you before it happens so the date is never a surprise, and if you cancel before then you are not charged at all.
What if I cancel?
Two clicks from your Profile page, any time, no email to write and nobody to talk to. You keep access until the period you already paid for runs out, and your prospects, partners and conversations stay in your account in case you come back.
Is ProducrIQ a CRM?
No, and that's on purpose. It's the lightweight AI layer that works alongside whatever CRM you already use — without the bulk or a migration.
Why not just use a general chatbot?
You can get a decent paragraph out of one. You just have to re-explain your book every single time — the lines you sell, your agency name, your contact details, how you write — and then fix the placeholders it left in the middle. ProducrIQ already has all of it before you start typing, so a draft comes out signed and ready. It also knows who you still owe a follow-up, tracks your prospects and referral partners, and logs what you've written, which is the part no general chatbot can do at any price: it cannot tell you the quote from nine days ago is going cold.
Will the messages sound generic?
No. You can capture a few of your own sample messages once, and ProducrIQ learns your actual voice, greeting, and sign-off so every draft sounds like you. It also knows insurance: renewals, cross-sell, and the specific lines you sell.
What lines of business does it support?
Personal lines, commercial, life, health & Medicare, farm, and specialty. It knows which ones you sell, so what it writes fits your book and it never pitches a line you don't write.
What does it cost?
$25/mo, or $250/year which works out to two months free. That is the whole price and everything is included.
Can I trust it on coverage questions?
Within limits it states out loud. Ask what a coverage does and you get a straight, plain-English answer with the caveat that it varies by carrier and state and has to be verified against the actual policy. It will not tell you a specific claim is covered, because no tool should, and every answer carries that note with it so it is still there when you read it back a week later.
Is my data safe?
Your data is yours. We don't sell it, share it, or use it to train AI models, and ProducrIQ never touches your agency management system, so your book stays where it already lives.
Free, no account needed
The 5 messages every producer should already have written.
The quote that went quiet. The rate increase. The referral partner ask. The round-out. The client who went dark. I wrote these for my own book and they're yours to steal. Give me an email and I'll send all five right now.
No spam. A handful of emails, then I stop. Unsubscribe in one click.