Email IQ

From Quote to Client Email
— in One Click.

After generating a quote, the InsureQ AI Studio automatically drafts a professional, personalized email for your client — complete with coverage details, talking points, and an embedded payment link. Review, customize, and send in seconds.

View All Features
NEW EMAIL
AI
Tosarah.kim@acmeholdings.ca
Subject
Composing...
AI Widgets
Add Payment Link
Language
ENFR
Regenerate
Attach Policy PDF
Powered by InsureQ AI Studio
01 — AI-Generated Drafts

Your AI Writes the Email.
You Send It.

As soon as a quote is generated, the AI drafts a professional client email — pulling in the insured's name, selected carrier, premium, coverage lines, and key talking points from InsureQ AI Studio. No copy-pasting. No manual formatting.

  • Client name and policy details auto-populated
  • Carrier, premium, and coverage lines included
  • InsureQ AI Studio talking points embedded naturally
  • Professional tone matching your brokerage brand
AI Draft Preview
Tosarah.kim@acmeholdings.ca
SubjectYour Tenant Insurance Quote — Acme Holdings

Hi Sarah,

Great news — we've secured you a competitive quote...

Policy: Tenant Insurance | Carrier: Intact | Premium: $11,900/yr

Your coverage includes: CGL $2M, Property $5M...

Generated in 1.2s by InsureQ AI Studio
Email Widgets

Payment Link

Stripe + FirstFunding embedded

Active

Language Toggle

EN / FR switching

EN

Tone Adjuster

Formal, conversational, urgent

Formal

Regenerate Section

Rewrite any part, keep the rest

AI
02 — Smart Widgets

Add a Payment Link
in One Click.

Embed a direct Stripe payment link into the email so clients can pay instantly — no separate invoice, no chasing. Add language switching for French clients, adjust the tone, or regenerate specific sections.

  • Embedded payment link (Stripe + FirstFunding)
  • French / English language toggle
  • Tone adjustment (formal, conversational, urgent)
  • Regenerate any section while keeping the rest
03 — Review & Send

Send from InsureQ AI Studio.
Track in Real Time.

Send directly from the InsureQ AI Studio email composer — no copying into Gmail or Outlook. Track open rates, click-throughs on the payment link, and follow up with one click when a client hasn't responded.

  • One-click send from InsureQ AI Studio
  • Email open tracking
  • Payment link click-through tracking
  • One-click follow-up for non-responders
Email Tracking

Sent to Sarah Kim

2 min ago

Sent

Email opened

4 min ago

Opened

Payment link clicked

6 min ago

Clicked
Follow-Up Queue
Nguyen — Condo Quote
No reply 3d
Torres — Commercial GL
No reply 5d

See Email IQ in Action.

Book a demo and we'll show you the full Email IQ flow — from quote generation to client send — live with your own data.