Every Quote Ships
With Its Own Advisor.
InsureQ AI Studio reads your submission and generates real-time advisory intelligence — talking points, E&O risk flags, and carrier guidelines — so brokers advise confidently and clients never fall through the cracks.
Stop Re-Typing Data.
Start Advising.
InsureQ AI Studio reads quotes, existing policies, application forms, and native CSIO files. It extracts client, property, and insurer data with 100% precision, instantly populating your dashboard.
- CSIO ACORD XML fully supported — no reformatting needed
- Multi-document submissions handled as a single intake
- AI extracts coverage limits, deductibles, and client data
- Discrepancies between documents flagged automatically
“Bundling home and auto on this account saves your client approximately $340 annually — a strong cross-sell opportunity.”
Generated from coverage analysis + carrier rate grids
“The current deductible is below the market average for this risk profile. Consider raising it to $2,500 for a premium reduction of ~8%.”
Validated against 2026 market benchmarks
“This policy includes equipment breakdown coverage at no additional premium — a differentiator worth highlighting to the client.”
Sourced from Aviva endorsement schedule
Property limit of $5M may be underinsured. Replacement cost estimate is $5.8M — recommend updated appraisal before binding.
Roof age (22 yrs) exceeds Aviva appetite. Policy will require referral underwriting — allow 5 extra business days.
No flood endorsement on property in Flood Zone B. Confirm with client whether lender requires flood coverage.
E&O Protection,
Built into Every Quote.
InsureQ AI Studio scans extracted data against carrier appetites. It identifies underwriting gaps, potential discounts, and risk flags — each tagged by severity with a plain-English explanation.
- Severity-tagged: HIGH, MEDIUM, LOW with recommended actions
- Covers underinsurance, exclusions, appetite conflicts, and referrals
- Documented in the client file for audit and compliance trails
- Updates automatically when new carrier responses arrive
Client-Ready Talking Points,
Word for Word.
While you review the quote, the AI generates custom talking points and upsell opportunities. Present them verbatim — referenced against current carrier rate grids and market data.
- Always up-to-date with current carrier underwriting manuals
- Surfaced inline with citations — no manual cross-referencing
- Carrier-specific requirements flagged before submission
- Covers 10+ carriers with full appetite and eligibility rules
New commercial accounts require signed credit consent form before quote finalization.
Properties with roofs over 20 years require referral regardless of condition report.
Business interruption coverage limit must not exceed 12 months revenue for small commercial.
See IQ Studio in Action.
Book a live demo and we'll walk through your own submissions — showing exactly what IQ Studio surfaces on your book.