Built by a broker, for brokers

Every market you shop, tracked. Every quote, understood.

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.

Start Free — No Card See how it works
Free forever for the core pipeline · AI & analysis from $79.99/mo
MarketingIQ — Dashboard
DashboardYour screenshot here
The morning view. What needs you today — overdue follow-ups, renewals due, quotes ready to present.
MarketingIQ — Pipeline
PipelineYour screenshot here
The board. Every active file from coming-up to bound — who's quoted, who's pending, what to chase.
MarketingIQ — AI Quote Comparison
AI comparisonYour screenshot here
Every quote, compared. Coverage, limits, exclusions and wording side by side — with a clear recommendation.
MarketingIQ — Cover Note
Cover noteYour screenshot here
From bound to issued, in seconds. Per-location schedules, lienholders by rank, with issue & revision history.
MarketingIQ — Proof of Efforts
Proof of effortsYour screenshot here
Your duty to shop, documented. Every insurer approached, each response, and why you placed where you did.
🍁 Hosted in Canada PIPEDA & Quebec Law 25 ready Bilingual EN / FR Never sold. Never used to train AI.
From one of us

I built the tool I wished I had at my own desk.

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.

Jacques AmzallagBroker · Founder, MarketingIQ & the CourtageIQ suite
From request to bound — and beyond

The marketing file you're juggling
in five different places.

One board that mirrors how you actually shop a risk — no application stage to slow you down, start where the real work starts.

Today

  • ✕A spreadsheet that's out of date by Tuesday
  • ✕Quotes buried across your inbox
  • ✕"Did Intact ever come back on that?"
  • ✕Comparing coverage by hand, late at night
  • ✕No record of who you shopped, or why
  • ✕Lost files gone for good

With MarketingIQ

  • ✓One board, every active file, always current
  • ✓Each market logged: quoted, declined, pending
  • ✓Overdue follow-ups surface on their own
  • ✓AI compares coverage & wording for you
  • ✓A proof-of-efforts report in one click
  • ✓Every past file resurfaces as new business
How it works

Six steps. The board carries
the file the whole way.

1

Create the file

Client or prospect, contact, and the lines you're shopping. Past files for that client link automatically.

2

List your markets

Add every insurer you've sent it to. Save go-to lists by class so it's one click next time.

3

Log responses

Quote, declined, or blocked — premium, quote number, underwriter and the PDF. See 3/7 at a glance.

AI
4

Compare & decide

AI reads every quote against the application and the others — coverage, price, wording — and recommends the best fit.

AI
5

Present & place

Generate the client summary and email, mark it bound — then issue the cover note and the proof-of-efforts report.

6

It comes back

Won or lost, the file stays. Renewals and second chances resurface as warm new business when the time is right.

Everything in the box

Simple to run.
Serious underneath.

Free

The marketing kanban

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.

Free

Follow-ups that surface

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.

Free

Year-over-year history

Win rate, premium bound vs. lost, insurer scorecards, and a record of every client you've ever marketed — linked across the years.

Pro · AI

It learns the client first

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.

Pro · AI

Every quote, compared

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.

Pro · AI

Client-ready in one click

A downloadable marketing summary for the client's file, plus a polished presentation email ready to send — drafted from the analysis, not from scratch.

Pro · AI

Proof-of-efforts, on demand

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.

Pro

Cover notes in seconds

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

Your pipeline becomes
your new-business flow.

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.

  • ✓Lost & unsold files resurface as renewal and re-marketing opportunities
  • ✓Every file you've already worked becomes a fresh shot at the business
  • ✓The longer you use it, the more new business it hands back
Bound this yearBack on your board when it comes up for renewal
↓
Lost on price last springFlagged to revisit before the next term
↓
Declined last yearWorth a fresh look — the insurer's appetite may have changed
↓
Back on your boardWarm, ready to re-market — no digging
Documents brokers actually need

The paperwork, done
the way it should read.

Two documents you'd otherwise assemble yourself for every file — here they're generated straight from the file, bilingual and ready to send.

Cover Note
Cover noteYour screenshot here
Cover note · Proof of insurance

From bound to issued, in seconds

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.

Proof of Efforts
Proof of effortsYour screenshot here
Market-shopping report

Your duty to shop, on the record

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

Your clients’ data is protected — and never trains anyone’s AI.

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.

  • ✓AI analysis runs on Anthropic’s enterprise API under a data-processing agreement — your documents are sent for analysis only.
  • ✓Documents are analyzed, then dropped from processing — never retained by the AI, never used for training.
  • ✓Your database and files are hosted in Canada, encrypted at rest and in transit, isolated per account.
  • ✓Built to meet PIPEDA and Quebec's Law 25 by design — with a privacy assessment and processor agreements behind it.
  • ✓You stay in control. The AI assists; you decide. You remain the broker of record on every placement.
  • ✓Your book is yours. We never sell your data, and you’re never locked in.
The closed-loop path
You upload a quote or application
↓
Stored encrypted, in Canada
↓
Analyzed by AI, then dropped — never retained or trained on
↓
Only the insight comes back to you
No training. No data sold. Documents dropped right after analysis.
EN / FR, end to end

Every document, in the
language your client reads.

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.

EN
FR ⚜
MT
My kanban
Marie Tremblay · 12 active files
JA
Jack's kanban
Jacques Amzallag · 38 active files
Full access
SP
Sarah's kanban
3 shared files
Scoped
For teams of one — or many

Your assistant works your
board as if it were their own.

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

Shop the business here.
Track what you earn next door.

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.

MarketingIQM
MarketingIQ
Shop, compare & place the business
You're here
CommissionIQC
CommissionIQ
Commissions, book value, splits & payouts
Visit →
Simple pricing

Start free. Add intelligence
when you're ready.

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.

Free
The pipeline
$0
Everything you need to track your marketing, forever.
  • ✓Full marketing kanban
  • ✓Unlimited files & markets
  • ✓Follow-up tracking & dashboard
  • ✓Client history, linked across years
  • ✓Year-over-year analytics
  • ✓Attach applications & quote PDFs
  • ✓Invite collaborators
  • ✓Lost & unsold files resurface at renewal
Start Free
No credit card required
Most popular
Pro
For the individual producer
$79.99/mo
One Pro pipeline. Bring your assistant and support staff on free pipelines.
  • ✓Everything in Free
  • ✓2 collaborators included (assistant / CSR)
  • ✦AI reads the application you upload
  • ✦AI quote reading & comparison
  • ✦Policy-wording comparison
  • ✦Client presentation email draft
  • ✦Proof-of-efforts reports
  • ✦Cover notes & certificates
Start Pro
Cancel anytime · +$20/mo per extra collaborator
Team
For a small office
$69.99/pipeline
Billed per producer pipeline — 2 to 5 pipelines.
  • ✓Everything in Pro
  • ✓2 to 5 producer pipelines
  • ✓3 collaborators per pipeline
  • ✓A paid pipeline per producer
  • ✓Cross-kanban access in the team
  • ✓One centralized invoice
  • ✓Firm-wide analytics rollup
  • ✓Priority support
Start Team
≈ 12% off Pro · +$20/mo per extra collaborator
Agency
For the larger brokerage
$59.99/pipeline
+ $199/mo firm platform fee — admin, roles, and dedicated support for the whole office (6+ pipelines).
  • ✓Everything in Team
  • ✓6 or more producer pipelines
  • ✓3 collaborators per pipeline
  • ✓An included AI boost on every pipeline (+50%)
  • ✓Admin console & roles
  • ✓Shared lists & templates, firm-wide
  • ✓Onboarding & dedicated support
Talk to us
+$20/mo per extra collaborator · for brokerages & producer groups
Prefer to pay yearly? Two months free on annual billing. Questions on a plan? Talk to us →
Good questions

The things brokers ask first.

Am I on the hook if I follow the AI's recommendation?+

No more than usual. The AI is a tool that reads, compares, and summarizes — it doesn't bind anything and it doesn't replace your judgment. You review the analysis, you decide, and you remain the broker of record on every placement. Think of it as a very fast assistant, not a decision-maker.

Does it connect to my BMS?+

MarketingIQ runs alongside your BMS rather than replacing it. You can download the marketing summary, cover note, and proof-of-efforts report to drop into the client's file in whatever system you use. Deeper integrations are on the roadmap — tell us what you run.

Where does my data live, and is it used to train AI?+

Your database and files are hosted in Canada, encrypted, and isolated per account. Documents are analyzed and then dropped from processing — never retained by the AI and never used to train any model. We don't sell your data, ever.

What happens to my files if I cancel?+

Your book is yours. If you cancel the paid layer, your pipeline drops to the free plan — you keep your data and history, and you’re never locked in.

Can my assistant or co-broker use it too?+

Yes — and they’re included. Each producer gets a Pro pipeline; everyone they invite gets a free pipeline of their own, at no extra cost — and any free pipeline can upgrade to Pro on its own. Give them your whole board or just specific files, and every action is logged to whoever made it.

Does it work in French?+

Fully. The interface, the AI analysis, and every generated document — client summary, cover note, proof-of-efforts — switch between English and French with one click.

Stop tracking your markets
in a spreadsheet.

Set up your first marketing file in under a minute. Bring your assistant. Keep your data in Canada.

Start Free — No Card