Intent-based retention signals

Know the moment your client starts shopping.

IntentIQ analyzes live intent data to highlight when current clients may be entering an active buying cycle. As those signals align with your book, your team receives an alert—giving you the opportunity to engage based on real behavior, stay connected, and help minimize potential churn.

Get started See how it works

< 60s

from signal to alert

Real-time

database match

1 call

is all it takes to lose them

How it works

Know they're shopping before it's too late

Most find out a client is leaving after the fact. Intent IQ gives you real-time visibility into matches on your book—so you can step in before it's too late.

Step 01
Real-time book lookup
We match real-time intent to your client database as it happens. When it's your client, you instantly see who it is.
Real-time match
Step 02
You Get Alerted Instantly
The moment a match is confirmed, you receive a real-time alert with key customer details and relevant context — giving you the insight to respond quickly and take action before the opportunity is lost.
Instant alert
Step 03
Reach them first (Premium)
With Premium, send a personalized SMS to your client directly from Intent IQ and get in front of them before competitors have a chance to engage.
Premium feature

The problem we solve

Your Customers Are Already Exploring Alternatives

Most businesses don't lose customers because of poor service — they lose them because they never saw the risk early enough. By the time a customer disengages, compares options, or moves on, the opportunity to retain them is often gone. IntentIQ helps close that visibility gap, giving you the awareness needed to identify risk sooner and keep valuable relationships from slipping away.

9 out of 10

Customers shop around

Many are comparing options behind the scenes, without you knowing

Minutes

That's all the time you have

Consumers are connected in near real time. Whoever follows up first wins—speed is the only edge that matters.

100%

Of your existing clients are at risk

Intent IQ watches your entire book, not just the clients you remember to check on. Every match is a retention opportunity you would have otherwise missed.

Plans

Simple, straightforward pricing

Get visibility first, layer in outreach and analytics, or operate a complete retention system at scale.

Basic

Signal Visibility

Starting at $999/month

Real-time intent data to identify when your customers are back in market.

Includes:

Real-time identity matching
Instant in-app alerts on matched activity
Match history (last 30 days)

Coverage:

Up to 1,000 clients on book
Single user access
View-only (no outreach capabilities)
No risk scoring or analytics
No integrations

Best for: getting visibility into your book for the first time

Get started

Premium

Signal + Action

Starting at $1,999/month

Turn real-time intent into immediate engagement and retention.

Includes:

Includes everything in Basic, plus:

SMS outreach to matched clients in real time
Book-wide retention risk scoring
Full activity history & analytics
Multi-user access
Basic CRM integrations

Coverage:

Up to 10,000 clients on book
SMS usage limits (tiered overages)
Limited automation capabilities

Best for: teams serious about improving retention performance

Get started

Enterprise

Retention Infrastructure

Custom Pricing

A fully integrated retention engine built for scale, automation, and control.

Includes:

Includes everything in Premium, plus:

10,000+ clients on book
Automated workflows and routing
Advanced admin, roles, and audit logs
API access and custom integrations
Enterprise-grade security and SSO
Custom intent scoring and expanded data
Dedicated onboarding, training, and support

Best for: high-volume teams and enterprise programs

Contact sales

Reviews

Agencies that caught the signal in time

Real results from agents who knew before their clients walked out the door.

“We got an alert on a client who'd been with us eight years. I sent an SMS within two minutes and she called me back immediately. She had no idea we had this kind of technology. Retained.”

“I always assumed clients would call me if they were unhappy. Intent IQ showed me three clients shopping in one week, none of whom had said a word. That changed how I think about retention entirely.”

“The risk analysis on Premium is eye-opening. I didn't realize how much of my book was quietly at risk until I saw it scored. Now I'm proactive instead of reactive.”

“I always assumed clients would call me if they were unhappy. Intent IQ showed me three clients shopping in one week, none of whom had said a word. That changed how I think about retention entirely.”

“The risk analysis on Premium is eye-opening. I didn't realize how much of my book was quietly at risk until I saw it scored. Now I'm proactive instead of reactive.”

“Our producers used to find out about shopping when the dec page went elsewhere. Now the alert hits before lunch and we have a playbook. Our hit rate on saves is up double digits.”

“The risk analysis on Premium is eye-opening. I didn't realize how much of my book was quietly at risk until I saw it scored. Now I'm proactive instead of reactive.”

“Our producers used to find out about shopping when the dec page went elsewhere. Now the alert hits before lunch and we have a playbook. Our hit rate on saves is up double digits.”

“I dismissed 'intent data' until I saw a match with full policy context next to the client name. One call, one honest conversation, and they stayed. The ROI was obvious in the first month.”

“Our producers used to find out about shopping when the dec page went elsewhere. Now the alert hits before lunch and we have a playbook. Our hit rate on saves is up double digits.”

“I dismissed 'intent data' until I saw a match with full policy context next to the client name. One call, one honest conversation, and they stayed. The ROI was obvious in the first month.”

“The signal log is our morning huddle. Who matched overnight, who we contacted, who needs a second touch. It's the first tool that makes retention feel operational instead of hopeful.”

“I dismissed 'intent data' until I saw a match with full policy context next to the client name. One call, one honest conversation, and they stayed. The ROI was obvious in the first month.”

“The signal log is our morning huddle. Who matched overnight, who we contacted, who needs a second touch. It's the first tool that makes retention feel operational instead of hopeful.”

“We got an alert on a client who'd been with us eight years. I sent an SMS within two minutes and she called me back immediately. She had no idea we had this kind of technology. Retained.”

“The signal log is our morning huddle. Who matched overnight, who we contacted, who needs a second touch. It's the first tool that makes retention feel operational instead of hopeful.”

“We got an alert on a client who'd been with us eight years. I sent an SMS within two minutes and she called me back immediately. She had no idea we had this kind of technology. Retained.”

“I always assumed clients would call me if they were unhappy. Intent IQ showed me three clients shopping in one week, none of whom had said a word. That changed how I think about retention entirely.”

Your clients are shopping.Are you watching?

Connect your book and start receiving signals. Setup takes minutes.

Get started Contact us

Know the moment your client starts shopping.

Know they're shopping before it's too late

Real-time book lookup

You Get Alerted Instantly

Reach them first (Premium)

Your Customers Are Already Exploring Alternatives

Customers shop around

That's all the time you have

Of your existing clients are at risk

Simple, straightforward pricing

Signal Visibility

Signal + Action

Retention Infrastructure

Agencies that caught the signal in time

Your clients are shopping.Are you watching?