Policyholder engagement software for independent agencies

PolicyholderIQ is a private-label risk management platform designed for independent insurance agencies. We help you connect with your policyholders by providing tailored risk management content that adds value beyond the insurance policy. The platform is fully branded with your agency logo, making it appear as if you built and operate it yourself. Agents use PolicyholderIQ to preview a service model with prospects and to deliver ongoing value throughout the policy lifecycle.

Simply invite your policyholders and select their class of business. PolicyholderIQ automatically provides your insureds with tailored risk management training, safety programs, and AI tools customized to their industry, all using your agency branding for a complete private-label experience. Setup takes just minutes: upload your logo, import policyholders via our bulk import tool, and the platform automatically assigns relevant content.

PolicyholderIQ helps you differentiate your business in a commoditized market by providing ongoing value throughout the policy lifecycle. Instead of only selling a policy, you can deliver practical risk management services that help policyholders reinforce workplace safety topics and document engagement. That engagement strengthens service conversations and gives your agency useful context for client reviews.

Available on Growth and Enterprise plans, Client-Branded Portals let you brand the platform with your client's logo and colors instead of your agency's. This is powerful for large accounts. A 200-employee contractor wants to see 'ABC Construction Safety Program,' not your agency's branding. You set up their branding when creating their account; they can fine-tune it later in their settings if needed.

We offer high-quality video training courses covering over 200+ business class codes, including general workplace safety, industry-specific OSHA compliance, workers' compensation loss control, and specialized training for restaurants, contractors, manufacturers, offices, and more. All content is automatically tailored to each policyholder's industry. Additionally, policyholders receive access to safety meeting templates, toolbox talks, and our custom AI assistant for creating risk management materials. New content is added monthly as we expand into new classes of business.

Your agency logo is prominently displayed throughout the entire platform, including the dashboard, training courses, safety certificates, and all email communications sent to your policyholders. To your clients, it appears as if your agency built and operates the platform. There's no PolicyholderIQ branding visible to your policyholders. It's a completely private-label experience that strengthens your agency's brand and relationship with your clients.

Yes. Our comprehensive dashboard provides real-time visibility into policyholder engagement, training completion rates, certificates earned, and resource downloads. You can track engagement at the individual policyholder level or view aggregate metrics across your entire book of business. All data can be exported with a single click for your recordsor renewal conversations. You can also verify training completion certificates for client service records.

The PolicyholderIQ preview lets you explore the branded portal experience before paid activation. Use it to understand the workflow, review example content, and see how a prospect-facing portal can support a value-added agency conversation. When you are ready to invite real policyholders or scale the workflow, activate a paid plan.

No. The preview path is self-guided, so you can inspect the portal experience without waiting on a sales process. If PolicyholderIQ fits your agency workflow, activation happens through a paid plan.

Yes. This is a common way to use PolicyholderIQ. Create a prospect account, select their business class, and show them exactly what their risk management portal will look like. On our Growth plan, you can brand the portal with their company logo for maximum impact. Keep the conversation focused on service visibility rather than promised placement outcomes.

All plans are month-to-month with no long-term commitments. You can pay by credit card for any plan. Enterprise plan customers also have the option for Net 30 terms via ACH, check, or wire transfer. You can upgrade, downgrade, or cancel your plan at any time with no penalties.

PolicyholderIQ connects to your existing tools via Zapier and our API, available on Starter plans and above. Popular integrations include HawkSoft, EZLynx, NowCerts, AgencyZoom, GloveBox, Salesforce, HubSpot, Google Sheets, and Calendly, plus 1,000+ other apps through Zapier. Common automations include auto-inviting prospects from your CRM, sending pre-renewal training reminders, and syncing certificate completions back to your AMS.

No. Zapier is no-code, so if you can fill out a form, you can build an automation. We provide pre-built templates for common workflows like auto-inviting prospects and syncing with popular AMS platforms. Our API is also available for custom integrations.

Preview is designed for evaluating the portal experience before paid activation. Once you're ready to automate and scale, Starter gives you full Zapier and API access.

Yes. You can export your data at any time, as often as you'd like. We believe you should always be in full control of your data.

Your data is fully encrypted and handled securely. If you cancel your subscription, we will retain your data for 6 months in case you decide to reactivate. You may also email us at any time to request your data be deleted, and we will honor your request promptly.

Getting started is simple. Open the preview, review the portal workflow, and activate a paid plan when you are ready to invite policyholders. PolicyholderIQ includes an interactive welcome tour to guide setup after activation.

PolicyholderIQ is designed to be intuitive and easy to use. Upon signing up, you'll have access to an interactive welcome tour that guides you through the platform. Our support team is also available to help answer any questions you may have along the way.

Yes. PolicyholderIQ provides platform customization and video production services for our Enterprise customers. Contact our sales team to learn more about custom solutions tailored to your specific needs.