Built by a broker, for brokers
MarketingIQ is the marketing pipeline built by a working P&C broker, for Quebec brokers. Track which insurers you've sent a risk to, log quotes as they come back, let AI compare them, then issue the cover note and the proof-of-efforts report.
Free forever for the core pipeline · AI & analysis from $79.99/mo
From one of us
I'm Jacques Amzallag, a P&C damage-insurance broker at Racine & Chamberland in Montreal. At any given moment, a lot of my files are being worked by my staff — and seeing where each one actually stood was its own full-time job.
I was forever asking the same things — where are we at on this one? send me that, what came back, who still owes us a quote? I wanted one board that answered all of it at a glance, without having to chase anyone for it.
So I built the oversight I needed on my own book, then opened it up to every broker managing the same work — solo, or across a team. MarketingIQ is made by someone who files the same renewals you do. That's the whole point.
From request to bound — and beyond
One board that mirrors how you actually shop a risk — no application stage to slow you down, start where the real work starts.
How it works
Client or prospect, contact, and the lines you're shopping. Past files for that client link automatically.
Add every insurer you've sent it to. Save go-to lists by class so it's one click next time.
Quote, declined, or blocked — premium, quote number, underwriter and the PDF. See 3/7 at a glance.
AI reads every quote against the application and the others — coverage, price, wording — and recommends the best fit.
AIGenerate the client summary and email, mark it bound — then issue the cover note and the proof-of-efforts report.
AIWon or lost, the file stays. Renewals and second chances resurface as warm new business when the time is right.
Everything in the box
Drag files across stages or advance them with a click. Every card shows how many markets responded, what's pending, and what needs a follow-up today.
Each market gets a follow-up date. Overdue responses rise to the top of your dashboard so nothing sits silently with an underwriter for two weeks.
Win rate, premium bound vs. lost, insurer scorecards, and a record of every client you've ever marketed — linked across the years.
Upload the application and AI digests the risk before a single quote arrives — flagging coverage gaps and questions worth asking, so you shop smarter from the start.
Each quote is read against the application and the others — price, limits, deductibles, exclusions, even policy wordings side by side — ending in a clear recommendation with the reasoning. Multi-location risks included.
A downloadable marketing summary for the client's file, plus a polished presentation email ready to send — drafted from the analysis, not from scratch.
One click turns the file into a clean, bilingual market-shopping report — every insurer approached, each response, and why you placed where you did. Your record of the duty to shop.
Turn a bound quote into a polished cover note or proof of insurance — per-location schedules, mortgagees and lienholders by rank, selective-location issuance, and a full issue-and-revision history.
The compounding part
Most tools forget a file the moment it's lost. MarketingIQ keeps every one — won, lost, or never closed — and brings it back to you exactly when it's worth another shot.
The prospect who went with the incumbent last year. The risk an insurer declined before its appetite changed. The renewal coming up in ninety days. They don't disappear into a spreadsheet — they resurface, warm, on your board.
Documents brokers actually need
Two documents you'd otherwise assemble yourself for every file — here they're generated straight from the file, bilingual and ready to send.
Per-location property schedules, mortgagees and lienholders by rank, selective-location issuance, and a full issue-and-revision history — so you always know exactly what was sent, and when.
Every insurer approached, each response, and the reasoning behind the placement — a clean bilingual summary for the client file and a regulator's eyes. The evidence of the work you actually did.
🍁 Data residency & privacy
Applications and quotes carry some of the most sensitive information a broker handles. So MarketingIQ is built around a simple rule: your data is stored in Canada, never sold, and never used to train anyone’s models.
EN / FR, end to end
The interface, the AI analysis, the client presentation email, the cover note and the proof-of-efforts report — all in English or French, switched with one click. Built for Quebec, where working in both languages isn’t optional.
For teams of one — or many
Invite anyone by email. Give them your whole pipeline, or just the files you choose. Switch between kanbans from one menu — your work, your producers', your assistant's — each a complete workspace, with every action logged to whoever made it.
Each producer gets a Pro pipeline — paid, with AI. Everyone they invite to help — assistants, co-brokers — gets a free pipeline of their own, included at no extra cost. And any free pipeline can upgrade to Pro on its own, anytime.
Part of the CourtageIQ family
MarketingIQ is one of the CourtageIQ tools, built for the work brokers actually do. Place the business in MarketingIQ, then track what it pays you in CommissionIQ — commissions, book value, splits with your office and staff, down to final payouts. One suite, the same broker-built thinking.
Simple pricing
The pipeline is free, forever. The AI — the part that reads, compares, and writes for you — is what you pay for. One placed account usually covers it for a year.
Everything you need to track your marketing, forever.
One Pro pipeline. Bring your assistant and support staff on free pipelines.
Billed per producer pipeline — 2 to 5 pipelines.
+ $199/mo firm platform fee — admin, roles, and dedicated support for the whole office (6+ pipelines).
Prefer to pay yearly? Two months free on annual billing. Questions on a plan? Talk to us →
Good questions
Set up your first marketing file in under a minute. Bring your assistant. Keep your data in Canada.
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