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.
◆
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.
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 shows you the commands that fit your practice and hides the ones that don't.
Personal LinesCommercialLifeHealth & MedicareFarmSpecialty
Pricing
Simple, honest pricing.
Start free. Upgrade when you're ready — and founding members lock in their rate for life.
Free
$0 /forever
- ✓Full command library
- ✓Prospect tracker & pipeline
- ✓Referral-partner tracking
- ✓Follow-up reminders
FOUNDING
Pro
$25 /month
Locked in for life — $40/mo after launch
or $250/year — 2 months free
- Everything in Free, plus:
- ✓Unlimited AI generations
- ✓Unlimited prospects
- ✓Partner Value insights + CSV export
- ✓Saved-message library & goals
Founding members
Get in at the ground floor.
Lock in founding pricing
Early members keep $25/mo for life — it's $40 for members who join after launch.
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. ProducrIQ writes in your voice with your agency details, and it understands 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 as a founding member — locked for life. It moves to $40/mo for members who join after launch. Annual is $250/year.
Is my data safe?
Your data is yours. ProducrIQ runs on trusted, secure infrastructure and never sells or shares your information.