Built by an agent, for agents

Spend less time on busywork.
Write more business.

ProducrIQ is the AI command center for independent insurance agents — find prospects, generate outreach that sounds like you, track your pipeline and referral partners, and never drop a follow-up. All in one place, built around how you actually sell.

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ProducrIQ dashboard
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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.

How it works

Your whole workflow, in one simple loop.

Generic AI doesn't know your world — renewals, COIs, workers-comp audits, or how to talk to a contractor versus a new homeowner. ProducrIQ does, because it was built around the way agents actually work.

1
Find & add
Pull in prospects and discover local referral partners with AI. Everyone lives in one place — no sticky notes.
2
Generate outreach
Pick a goal, add a detail, and get insurance-specific outreach that sounds like you — in seconds, no placeholders to fix.
3
Track & follow up
Move deals through your pipeline, log partner touches, and let ProducrIQ tell you exactly who's due.
What's inside

Everything that wins business — in one place.

AI Command Library
An insurance prompt library, reimagined as one-tap commands: outreach, follow-ups, renewals, cross-sell, and content — all written in your voice, signed with your agency.
Sounds Like You
Capture a few sample messages once and ProducrIQ learns your voice. Every draft after that comes back in your greeting, your cadence, your sign-off. Free to start.
Insurance Library
Ask an insurance question in plain English and get a clear answer, plus how to explain it to a client. Save the ones you want and build your own reference library. Free for everyone.
Prospect Pipeline
Track every lead from New Lead to Sold — the structure of a pipeline without the bulk of a full CRM.
Referral Partners
Find, track, and grow the relationships that send you business — your best lead source, finally organized.
Follow-up Loop
ProducrIQ surfaces exactly who's due and lets you log a call, text, or email in a single tap.
Goals & Trends
See your production, momentum, and monthly goals at a glance — know where you stand without the spreadsheet.
Saved Messages
Keep your best-performing outreach a click away, synced across every device.
Commission Tracker
Log every policy you write and watch your estimated commission build through the month. Filter by month, break it down by policy type and carrier, and export to CSV. Retires the spreadsheet. Pro.
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
  • Free to start, 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
app.producriq.com
ProducrIQ referral partners
For every kind of agent

Whatever you sell, it speaks your language.

Personal lines, a commercial book, life, Medicare, farm, or specialty — ProducrIQ shows you the commands that fit your practice and hides the ones that don't.

Personal LinesCommercialLifeHealth & MedicareFarmSpecialty
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.
Pricing

Simple, honest pricing.

Start free. Upgrade when you're ready — and founding members keep their rate for life, whatever pricing does later.

Free
$0 /forever
  • Full command library
  • Writes in your voice
  • Insurance answer library
  • Prospect tracker & pipeline
  • Referral-partner tracking
  • Follow-up reminders
Sign Up Free
FOUNDING
Pro
$25 /month
Founding rate — locked in for life
or $250/year — 2 months free
  • Everything in Free, plus:
  • Unlimited AI generations
  • Separate email and text voices, fully editable
  • Unlimited prospects
  • Commission tracker + CSV export
  • Life Needs Analysis worksheet + PDF
  • Your agency logo on graphics & reports
  • Partner Value insights + CSV export
  • Saved-message library & goals
Start Free →
Founding members

Get in at the ground floor.

Lock in founding pricing
Early members keep $25/mo for life. If pricing ever changes, your rate does not.
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?
No. The free plan is genuinely free — no card, no trial countdown. You upgrade to Pro only when you're ready.
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.
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 surfaces what fits your practice and hides what doesn't.
What does Pro cost?
$25/mo, or $250/year which works out to two months free. Founding members keep that rate for life, so if pricing changes later yours stays put.
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.

Get your time back.

Start free today — no credit card, no commitment. Upgrade whenever you're ready.

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