AgencyIQ transforms agency data into actionable insights for growth.

What makes us unique?

AgencyIQ is SIAA’s AI-driven intelligence layer, available exclusively to members. The platform is founded on a straightforward principle: agency owners shouldn’t need to become analysts to achieve growth. It evaluates every client in the portfolio—assessing retention risk, cross-sell potential, sentiment, and revenue opportunities—and provides a prioritized action list. Rather than relying on monthly reports and reactive decision-making, AgencyIQ highlights what matters, identifies where the next dollar is hidden, and indicates what requires immediate attention.

Features and Workflow

AgencyIQ eliminates manual reporting and guesswork with automated, always-on intelligence that converts agency data into clear, prioritized actions. It consistently reviews the book of business and delivers actionable insights directly into daily workflows and systems.

• Scores each client for sentiment and retention risk, predicting churn early so agencies can take proactive steps before revenue is lost.
• Identifies cross-sell readiness and "next dollar" potential within your book, emphasizing revenue prioritization so your team focuses on the most profitable actions.
• Delivers a targeted, prioritized daily task list based on client data, ensuring producers and account managers always know exactly where to begin their day.
• Continuously refreshes data and integrates revenue and customer insights directly into existing agency workflows (like HawkSoft), allowing teams to act without switching systems.
• Provides macro-level visibility into book concentration and carrier performance to help agency principals make strategic portfolio and remarketing decisions.
• Automatically processes and organizes commission and premium reports, saving back-office time and ensuring quicker, more accurate monthly closings.