Your Website Should Be Closing Leads While You Sleep.
ChatIQ is an insurance-trained AI chatbot that lives on your agency website — answering coverage questions, capturing leads, and booking appointments 24/7. It knows your carriers and lines of business, and it's built to never quote a premium or give binding advice — it hands real pricing to your licensed team.
Every Visitor Who Leaves Is a Lost Opportunity
Most agency websites are digital brochures — visitors land, look around, and leave without ever reaching out. They have questions but don't want to call. They want a quote but it's after hours. They need help but can't find the right page.
ChatIQ turns your website into your best salesperson. It engages every visitor, answers their questions using your own website content, captures their contact info, and books appointments — all without your team lifting a finger.
How ChatIQ Works
Three steps. No technical skills required. Live on your website in minutes.
We Index Your Website
ChatIQ crawls your agency website and learns your content — services, team bios, locations, FAQs, and more. It becomes an expert on your agency so it can answer questions accurately.
Paste One Line of Code
Add a single script tag to your website. The chat widget appears in the corner — branded to match your site. Works on WordPress, Squarespace, Wix, or any custom site.
Start Converting Visitors
ChatIQ engages visitors, answers their questions, collects their contact information, and books appointments on your calendar — all automatically, around the clock.
Built to Convert Visitors Into Clients
An Insurance Expert, Not a Generic Bot
ChatIQ understands insurance. It explains coverage in plain language, answers questions about auto, home, and business lines, and discloses it's an AI assistant. It's built with guardrails for a regulated industry: it never quotes a premium, never confirms whether a specific claim is covered, and never gives binding advice — it defers those to your licensed agent. A bolt-on website chatbot does none of this.
Knows Your Carriers & Coverage
Tell ChatIQ once — in your dashboard — which carriers you write, the lines of business and states you cover, and who's on your team. It uses those facts to answer correctly even when the detail isn't spelled out on your website, and routes visitors to the right person. No developer, no re-crawl required.
Smart Chat Widget
A clean chat widget that sits in the corner of your website, themed to match your brand colors right down to the booking flow. Visitors click to ask questions and get instant, accurate answers drawn from your actual website content.
Learns Your Website
ChatIQ automatically indexes your services pages, team bios, FAQs, and blog posts. When visitors ask questions, it answers using your content — not generic AI responses. You can also add your own Q&A overrides for the answers you want word-for-word.
Lead Capture
Every conversation captures the visitor's name, email, and phone number. You get a notification with the full transcript so you can follow up while the lead is still warm.
Appointment Booking
Connects to your Google Calendar, Outlook, or Apple Calendar (iCloud). When a visitor wants to schedule, ChatIQ shows real open slots and books the meeting — and they pick how to meet: at your office, at their location, by phone, or virtual. No back-and-forth emails needed.
Fewer No-Shows
ChatIQ emails each visitor an automatic reminder before their appointment — and the reminder includes a one-click link to reschedule or cancel, no phone call or login needed. Fewer missed appointments, and when someone does need to move, the slot frees up for the next person automatically.
Works 24/7
Most website visits happen outside business hours. ChatIQ answers questions, captures leads, and books appointments around the clock — so you never miss an opportunity.
Stays Current Automatically
When you update your services, team, or hours, ChatIQ keeps up. It re-crawls your website on a schedule — monthly by default — so answers always reflect what's on your site today, not what it said last quarter.
Proactive Greeting
ChatIQ greets visitors first to start more conversations, with a separate after-hours message for nights and weekends. On by default — and you can fully customize the wording or switch it off from your dashboard whenever you want.
One-Line Install
No plugins, no app stores, no IT department. Paste one script tag into your website and ChatIQ is live. Works on any platform — WordPress, Squarespace, Wix, or custom-built.
Know Every Website Visitor Before You Reply — Ask Q
ChatIQ captures the conversations on your website. Open Q on any one and ask anything — Q has read the whole thread and tells you what the visitor wanted, whether they’re a fit, and the best next move.
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.
On any website conversation, ask Q:
- Is this visitor a qualified lead?
- What coverage were they asking about?
- What’s the right follow-up for this conversation?
Simple, Transparent Pricing
Pick ChatIQ standalone if you already have a website, or get a new agency website built for you with ChatIQ included.
For agencies that already have a website
$50
per month
$40 / month
billed annually — save 20%
($480/yr)
- Insurance-trained AI chat widget on your site
- Knows your carriers, lines, states & team
- Never quotes premiums or gives binding advice
- Learns your website content automatically
- Lead capture (name, email, phone)
- Appointment booking (Google, Outlook, or Apple)
- One-line install — works on any platform
We build you a professional agency website with ChatIQ built in — ready to launch
$150
per month
$120 / month
billed annually — save 20%
($1,440/yr)
- Custom-built, mobile-responsive agency website
- ChatIQ AI chatbot built in — 24/7 visitor answers
- SEO optimized — rank higher on Google
- AI search optimized for AI-powered search engines
- HIPAA-compliant hosting and data handling
- Custom contact forms and quote request workflows
- Blog with custom posts to drive organic traffic
- Automatic appointment booking on your calendar
- Ongoing hosting, maintenance, and security updates
Bundle multiple tools for additional discounts — ask us about our multi-tool pricing.
More on AI Tools for Insurance Agencies
Deeper reads on the AI tools landscape, what works, and how to stay compliant.
Guide
The Ultimate Guide to AI Tools for Insurance Agents
Categories that matter — assistants, document handling, CRM, voice, marketing, and custom GPTs — plus what to skip.
Read article →Strategy
The Insurance Agent's Guide to AI in 2026
How to evaluate AI tools — including chatbots — without getting burned by hype or vendor lock-in.
Read article →Compliance
AI Regulation: What Insurance Agents Need to Know
NAIC guidance, transparency requirements, bias prevention, and how to use customer-facing AI compliantly.
Read article →Pairs with
Add CalendarIQ to Convert Chat Leads Into Booked Meetings
When ChatIQ qualifies a website lead, hand them off to CalendarIQ's booking flow — five prebuilt event types, three meeting modes, and Pipedrive sync on every booking. Built to work together.
Learn more →ChatIQ Questions
Is ChatIQ actually built for insurance, or is it a generic chatbot?
Built for insurance. ChatIQ understands coverage and lines of business, explains policies in plain language, and follows guardrails for a regulated industry — it discloses that it's an AI assistant, won't confirm whether a specific claim is covered, and won't give binding advice. A generic website chatbot does none of that. ChatIQ also knows your specific carriers, states, and team because you set those facts in your dashboard.
Will ChatIQ quote insurance prices to my visitors?
No. ChatIQ is deliberately built to never quote a premium, range, or ballpark — even if a visitor pushes for one. It explains how pricing is determined and what affects it, then hands the actual quote to your licensed team and captures the lead. That keeps you in control of pricing and avoids setting an expectation you didn't approve.
How does ChatIQ learn about my agency?
ChatIQ automatically crawls and indexes your website content — services pages, team bios, locations, FAQs, and more — and you can add agency facts (carriers, lines of business, states, team) and word-for-word Q&A overrides in your dashboard. It uses all of that to answer visitor questions accurately, in your brand's voice.
Does ChatIQ stay up to date when I change my website?
Yes. ChatIQ automatically re-crawls your website on a schedule — monthly by default — so its answers reflect your current services, team, and hours. Update your site and ChatIQ keeps up without you re-uploading anything.
How hard is it to install?
One line of code. Paste a script tag into your website and the chat widget appears in the corner. Works on any website — WordPress, Squarespace, Wix, custom-built, or anything else.
How does appointment booking work?
ChatIQ connects to your Google Calendar, Outlook, or Apple Calendar (iCloud). When a visitor wants to schedule, the widget shows your real open slots and books the appointment directly — they choose how to meet (at your office, at their location, by phone, or virtual), and you can set a minimum booking lead time so you always get prep time. No back-and-forth emails needed.
Does ChatIQ remind visitors about their appointments?
Yes. ChatIQ automatically emails each visitor a reminder before their appointment to cut down on no-shows. The reminder includes a one-click link to reschedule or cancel — no phone call and no login required — and when someone reschedules or cancels, the time frees up on your calendar automatically and you're notified.
Will I know ChatIQ is working?
Yes. Your dashboard shows the engagement funnel — visitors reached, conversations, leads captured, and appointments booked — and ChatIQ emails you a monthly recap so you can see exactly what it did that month: conversations started, leads captured, hot leads, and appointments. Proof, not guesswork.
If I also use AgencyIQ, do leads connect automatically?
Yes — it's an opt-in setting. When a website conversation becomes a hot lead with contact details, ChatIQ can drop it straight into your AgencyIQ CRM as a new prospect so your team works it without re-typing anything. It's off until you turn it on, and it only applies if your agency uses AgencyIQ.
What happens with the leads it captures?
Every conversation that includes a name, email, or phone number is captured and sent to your team. You get a notification with the full chat transcript so you can follow up while the lead is still warm.
Can I customize what the chatbot says?
Yes. You can set a custom greeting, define your brand tone, add specific Q&A overrides, and configure which pages it prioritizes. We handle the initial setup and tuning for you.
Does it work outside business hours?
That's the whole point. ChatIQ answers visitor questions and books appointments 24/7 — even when your team is off the clock. No more lost leads from after-hours website visits.
What is Q in ChatIQ?
Q is the AI assistant built into every Applied AI tool. ChatIQ is the chatbot your website visitors talk to; Q is the expert you (the agency) open on any captured conversation to ask about it — Q has read the entire thread and tells you what the visitor wanted, whether they're a fit, and the best follow-up. Unlike a bolt-on chatbot, Q already has the full context. The same Q rides along in PolicyIQ, MeetingIQ, CalendarIQ, and AgencyIQ — one expert across the whole suite.
Ready to Turn Your Website Into a Lead Machine?
Sign up today and see what ChatIQ can do for your agency.
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