Your agency’s day.
All working together.
Clients, policies, calls, and follow-ups in one place. Producer IQ brings your agency’s work together, with practical AI to help your team keep the next step moving.
Three Tools for One Conversation Is Three Tools Too Many
Most insurance agencies stitch together Pipedrive (CRM), JustCall or RingCentral (phone), and PandaDoc or DocuSign (signatures) — paying three vendors, training agents on three UIs, and copy-pasting data across three tabs.
Producer IQ collapses all three into one product. The phone is the contact page. The signature workflow is one click. The AI summary lands on the contact's timeline before the call has even ended. No more dual data entry. No more "let me put you on hold while I find that policy."
How Producer IQ Works
Four steps. AI does the heavy lifting between every one of them.
Call from the Contact Page
Open a contact, click Call. The browser dialer rings out via Twilio with full TCPA quiet-hours enforcement. Recording starts automatically (with the right state-by-state disclaimer playback).
AI Listens, Summarizes, Acts
When you hang up, AssemblyAI transcribes and Claude writes a summary. Action items become tasks automatically — assigned to you, anchored to the contact, due-dated. The recording, transcript, and summary all live inline on the contact's timeline.
Send for Signature, Auto-Follow-Up
Drop the finalized policy PDF in. Producer IQ sends it through your agency's own connected PandaDoc account and emails reminders every 2 business days if there's no response. Two follow-ups, then the row flips to "Stale" so you can step in. In development — not switched on yet.
Signed Pages, Page-by-Page
Once signed, Producer IQ downloads the PDF, splits it into individual pages named for PolicyCenter ("Smith, John - Declarations - Page 3.pdf"), labels each one, and creates a task to re-upload them. Grab one page or all of them as a zip. If the signed copy comes back by email or scan instead, upload it and Producer IQ splits it the same way. No manual scanning, no "find that one page in the 30-page PDF." It's already separated and waiting.
Built for How Insurance Agencies Actually Work
Phone Is the Contact Page
No iframe. No third-party branded UI. No domain hop to JustCall. The dialer is a first-class Producer IQ surface — recording playback, transcripts, AI summaries, and SMS thread all render inline on the contact's timeline. In a supported web browser, tap the mic to dictate a client text. When you stop, AI removes filler words and fixes punctuation. Review the draft, then press Send.
Finalized Checklist Automation
Send finalized policy PDFs for signature in one click, through the PandaDoc account your agency already owns — you connect it once, and we never touch your PandaDoc bill. Producer IQ handles the orchestration: auto-follow-up email reminders, page-splitting on signature, and task creation for the agent who needs to re-upload to PolicyCenter. In development — not switched on yet.
Ask Producer IQ — Natural Language
"Show me upcoming renewals over $5,000." "Who has a quote pending and hasn't been contacted in 7 days?" Type the question, get the answer with linked records. No SQL, no report builder, no waiting for IT.
Contact AI Briefings
Click into any contact and read a one-paragraph brief: who they are, recent activity, open quotes, upcoming renewals, last call summary. Generated on demand from your data — no manual prep before a meeting.
TCPA + HIPAA-Defensive by Default
Outbound dispatch enforces stricter-of (federal floor, state rule, agency config) before placing each call. Two-factor sign-in (TOTP) is enforced server-side, and the requirement is set by Applied AI rather than left to each agency. Documents get UUID-only filenames. Every audit-relevant action is logged. RLS-enforced multi-tenancy means data never crosses agency boundaries.
We Handle Your Carrier Registration
Every business that texts its customers has to be registered with the carriers first — there's no way around it, and it takes 5–10 business days for anyone. The difference is who does the work. You answer a few questions about your agency inside Producer IQ; we file the registration, own the back-and-forth, and tell you when it clears. You get your own carrier registration, which means full sending throughput and a reputation that's yours rather than one shared with every other agency on the platform. Calling works from day one and isn't affected by any of this.
Processes Built Around How You Sell
Name your own stages, order them, set the close probability on each — and run separate processes for personal lines, commercial, and farm if that's how your agency works. Rename "Bound" to "Issued" and your production numbers, win rate and reports follow the change instead of quietly going to zero. When a quote enters a stage, fire a follow-up task, send an email, log a handoff — automatically. No more "did we ever send Sarah the welcome packet?"
Renewals Dashboard
Every active policy expiring in the next 90 days, sorted by date, with one-click renewal-email drafting. AI generates the email body in your voice, you tweak, you send. And when the client says yes, Record renewal closes the file in one click — the term advances automatically and the row drops off the queue; Mark lapsed handles the other outcome. Until someone closes it, an expired policy wears a "Renewal overdue" chip — nothing slips silently.
More of What's Inside Producer IQ
Keep client history, follow-up, and team coordination in one place.
One Client File for the Team
See notes, calls, texts, email, meetings, and tasks on one timeline. Link contacts to households, businesses, and policies, with custom fields and intake forms that fit your agency.
Follow-Up That Keeps Moving
Build quote-stage checklists and workflows for email, texts, tasks, and record updates. Route missed calls and messages to the right teammate. Preview automations without sending; sending windows, consent, and opt-outs still apply.
Arrive Ready for Renewals
Start with a Morning Brief of upcoming renewals, meetings, and work that needs attention. Review AI-drafted renewal emails before sending, and print a household review with policies, premiums, and potential coverage gaps to discuss.
Email, Calendar, and Teamwork
Connect Outlook email to the client timeline and sync calendars with Outlook or Google. Share records with teammates in built-in chat. Text and mailbox permissions still apply.
Bring Your Book With You
Import contacts, policies, quotes, and activity from supported CRM or spreadsheet exports. Review field mappings and record matches before saving. Managed migration support is included for your first 30 days, and you can export your data.
Recordings Kept for the Long Term
Call recordings stay for one year by default; transcripts and call records stay for seven. Legal holds can suspend disposal when a dispute needs review. See the recording retention details.
A Day in Producer IQ
During a Renewal Call
Sarah calls about her auto renewal. Click Call from her contact card, the dialer rings out. You discuss her new car, she asks about umbrella coverage. Hang up — AI summary appears, action item "send umbrella quote" auto-becomes a task. Total agent overhead: zero.
Sending a Policy for Signature
PolicyCenter spits out the finalized PDF. Drag it into Producer IQ → Send. The client gets the signature request from your own PandaDoc account. They sign. Producer IQ splits the signed PDF into named pages, you upload each section back to PolicyCenter. What used to take 30 minutes takes 5. In development — not switched on yet.
Onboarding a New Agent
New hire opens Producer IQ on day one. Tap Ask Producer IQ — "show me Mary Johnson's account." Get a brief, see her policies, listen to the last call recording, review the AI summary. They're productive without shadowing a senior agent for two weeks.
Straightforward Pricing
An agency license plus the user seats your team needs. Choose monthly billing or save 20% by paying annually.
$120
per agency / month
or $1,152 per agency / year
- White-glove onboarding + data migration
- Direct line to the founders for support
- User seats purchased separately
- Carrier and vendor security review supported
$100
per user / month
or $960 per user / year
- CRM, calling, texting, and renewals
- At least one user seat required
- Including AI summaries + Ask Producer IQ
- One login across the Applied AI suite
Includes 1,500 calling minutes and 1,000 texts per user each month, plus the same for your agency, shared across your team. Extra usage is 3.9¢ per minute and 1.5¢ per text.
Bundle two tools to save 10%, three to save 15%, or four or more to save 20%. Debrief IQ Recorder and Viewer count as one tool.
Fall Sales Rally: enter FALL in the portal before continuing to payment for another 10 percentage points off original list price for your first year, on monthly or annual billing. Bundle, annual and Rally discounts add together. Annual and eligible bundle savings continue at automatic renewal; FALL does not.
One agency + one user: $220/month, or $2,112/year. With FALL, the first annual payment is $1,848; renewal is $2,112/year before any eligible bundle savings. Monthly with FALL is $198 for each of the first 12 payments, then $220/month.
More on AI-Native AMS
Three reads to help you evaluate Producer IQ.
Carrier approval
Idaho Farm Bureau Insurance Approval
What the company approved for Producer IQ, including its Outlook email and calendar connection.
Read article →Buying checklist
Seven Tests for Your CRM Demo
Compare workflows, data access, and exports across Producer IQ and the alternatives.
Read article →Call recordings
How Long Your Call History Stays
Producer IQ's recording and transcript retention, legal holds, and disposal controls.
Read article →An Expert on Every Client Record — Ask Q
Across Producer IQ, Q rides along on your work — client records, calls, and tasks. Open Q on any of them and ask anything; it has the context and answers in plain English with the next action.
Not a bolt-on chatbot. A built-in expert.
Most software bolts on a chatbot that has read a help doc and nothing else — you ask it about your work and it knows nothing about your work. Q is the opposite. Q is an insurance-literate assistant that is already reading the file in front of you: it has the full context before you type a word, answers in plain English a busy agent can use, and points you at the next step.
It is built by people who run insurance agencies, for the way agents actually work — on a call, mid-renewal, prepping for a meeting. Not a robot that knows nothing. An expert that has read the file.
Anywhere in Producer IQ, ask Q:
- What’s the history with this client?
- What’s outstanding on this account?
- Draft a follow-up for this client.
Producer IQ Questions
What does Producer IQ bring together?
Contacts, policies, quotes, calls, texts, email, tasks, and renewals in one agency workspace. Your team works from the same client history, with AI summaries and follow-up tools to reduce re-entry and missed next steps.
What does Producer IQ cost?
Monthly pricing is $120 per agency plus $100 per user. Annual billing saves 20%. Calling and texting allowances are shared across your team; extra usage is billed separately. See pricing, included usage, and current discounts before choosing your plan.
Can we keep our phone number?
Yes. We help move your existing number into Producer IQ. Calling works while texting registration is completed. Business texting requires carrier registration, typically 5–10 business days; you provide your agency details and we handle the filing. Text consent, quiet hours, and opt-outs still apply.
Can you move our existing agency data?
Yes. Import contacts, policies, quotes, tasks, and custom fields from supported CRM or spreadsheet exports. Review proposed field mappings and record matches before saving. Managed migration support is included for your first 30 days, so your team can get help moving its book.
Can Producer IQ automate follow-up?
Yes. Build workflows for email, texts, tasks, and record updates. Conditions, delays, and event waits let follow-up respond to the client’s activity. Start with a template, preview the workflow without sending messages, and review run history. Sending rules and text-consent requirements still apply.
How does it work with our other tools?
Debrief IQ can link bookings, meeting summaries, and selected action items to your Producer IQ records. PolicyCenter document uploads remain a manual step. The PandaDoc signature workflow described on this page is still in development and is not switched on yet.
How are client data and recordings protected?
Agency access is scoped by role, with mandatory two-factor sign-in and audit logging. Call recordings are kept for one year by default, with transcripts and call records kept for seven; legal holds can suspend disposal. See Security & Trust for data handling and recording retention details.
How do we get started?
Choose an agency license and the user seats you need in the Applied AI portal. We help with onboarding, data migration, and phone setup. If your carrier needs a vendor or security review, contact us before connecting agency systems. Existing users can get help through support.
Ready to Replace Three Tools With One?
Producer IQ is available now. Choose your agency licenses and user seats in the portal, then check out securely with Stripe. Carrier and IT security reviews welcome — see our Security & Data Handling page.
Not sure if AI is right for your agency? Take the free AI quiz →