Precision, Protection, Peace of Mind, Down to the Last Email
Org IQ connects the dots across policies, claims, and client interactions so you can act sooner, resolve faster, and maintain client trust - while keeping your audit trail rock-solid.
Trusted by insurance professionals who spot risk early enough to protect clients strategically
End-to-end claims clarity
starts right here.
Org IQ helps insurance teams keep (and learn from) a defensible, complete record of every client conversation without leaning on IT or juggling another shiny-but-bloated inbox tool.
Brokers, adjusters, compliance leads, and account managers use our analytics-enhanced retention system to:
Spot resolution slowdowns or handoff gaps before they impact a claim
Detect tone shifts that signal dissatisfaction, escalation, or possible fraud
Protect client data with retention rules that actually hold up under scrutiny
Surface workload trends and rep responsiveness to keep service levels high
Give legal teams or third-party reviewers scoped, time-limited, and privilege-safe access
Trace full comm trails across policy changes, claims disputes, and escalation requests
Because in insurance, prevention beats reaction, and proof is easier to surface when you saw it coming from miles away.
The right intel at the right time
Pinpoint Bottlenecks
Heatmaps reveal where claims stall and where client engagement is dropping.
Find the Friction Before It Becomes Fallout
Act early on dissatisfaction and fraud by catching subtle shifts in sentiment and communication trends.
Meet Industry Standards by Default
Boast an archive that stands up to SEC, and FINRA retention policies, enforced and maintained automatically.
Handle Reviews Without Risk
Limited, revocable permissions let you share the right threads with the right people for just the right duration, without IT overhead.
Org IQ features + Your Insurance Firm =
A Data-Driven Claims Confidence Stack
Comprehensive Heatmaps
Track rep responsiveness and client activity to spot coverage gaps or resolution delays before they escalate.
Insightful Email Activity Graphs
Visualize the full communication timeline of a claim, from FNOL to payout, in seconds.
Predictive Sentiment Analysis
Detect shifts in tone that signal dissatisfaction, escalation risk, or possible fraud.
Proactive PII Detection
Automatically flag messages with sensitive client data to prevent exposure during review or export.
Smart, Exhaustive Search
Search by claim ID, client, adjuster, or keyword, even inside forwarded threads or deleted messages.
Secure Guest Access
Share limited access with legal teams, third-party processors, or reinsurers without exposing your whole archive.
Full, Immutable Archiving
Every message, attachment, and timeline is captured, preserved, and analyzed, no manual tagging or gaps.
Effortless Import & Export
Export case-relevant threads, attachments, and context instantly for audits, client reviews, or legal response.
Comprehensive Heatmaps
Track rep responsiveness and client activity to spot coverage gaps or resolution delays before they escalate.
Insightful Email Activity Graphs
Visualize the full communication timeline of a claim, from FNOL to payout, in seconds.
Predictive Sentiment Analysis
Detect shifts in tone that signal dissatisfaction, escalation risk, or possible fraud.
Proactive PII Detection
Automatically flag messages with sensitive client data to prevent exposure during review or export.
Smart, Exhaustive Search
Search by claim ID, client, adjuster, or keyword, even inside forwarded threads or deleted messages.
Secure Guest Access
Share limited access with legal teams, third-party processors, or reinsurers without exposing your whole archive.
Full, Immutable Archiving
Every message, attachment, and timeline is captured, preserved, and analyzed, no manual tagging or gaps.
Effortless Import & Export
Export case-relevant threads, attachments, and context instantly for audits, client reviews, or legal response.
Catalyst Financial Group relies on Org IQ for secure client interactions
DAST Consulting sped up response time and improved documentation access with Org IQ
Catalyst Financial Group relies on Org IQ for secure client interactions
“Org IQ transformed our approach to protected customer interactions. We can quickly access critical records, ensure compliance, and improve efficiency, all while reducing legal risks and providing better service to our clients.”
Riley Feldman,
Managing Partner
DAST Consulting sped up response time and improved documentation access with Org IQ
“With Org IQ, we’re able to trace transactions, instantly research hard-to-find data, and generally respond to client inquiries in much quicker, which makes grant cycles smoother and helps us serve schools with ease and confidence.”
David Sexauer,
CEO
Risk is part of the job. Exposure doesn’t have to be.
Org IQ makes record-keeping refreshingly secure and drama-free.
Immutable Archives
All client messages are preserved and protected from accidental and malicious tampering.
Encrypted Comms Storage
Data is safe in motion and at rest, including attachments and sensitive info.
Full Log History
See who accessed each email when. Ideal for audits and on-demand accountability.
Restricted Guest Access
Allow external reviewers to access only what they need, only when they need it.
Real-Time Risk Alerts
Flag internal risks, potential fraud, or data handling issues.
Insurance-Aligned Retention Standards
Built to meet SEC, FINRA, and custom internal retention policies.
Immutable Archives
All client messages are preserved and protected from accidental and malicious tampering.
Encrypted Comms Storage
Data is safe in motion and at rest, including attachments and sensitive info.
Full Log History
See who accessed each email when. Ideal for audits and on-demand accountability.
Restricted Guest Access
Allow external reviewers to access only what they need, only when they need it.
Real-Time Risk Alerts
Flag internal risks, potential fraud, or data handling issues.
Insurance-Aligned Retention Standards
Built to meet SEC, FINRA, and custom internal retention policies.
Business Pricing
Only pay for what you archive
Org IQ gives businesses simple, transparent pricing with no surprise fees, clunky setup, or long-term lock-ins.
Monthly
Annual
3-Year
Insights
Includes 1 free month
$465/mo
$5,580 per year, paid annually
Want 6 months free? Check out our 3 year plan
Includes
Unlimited Archiving
1 Year Lookback Period
Every message you send us is always permanently saved in our database, but only messages received in the past 1 or 2 years will appear in search results, reports, or be available for alerts.
If you need a longer Lookback Period or access to messages in your archive, you can increase your lookback period on the settings page.
Includes: Basic Search
Includes: Basic Alerts
Intelligence
Includes 1 free month
$649/mo
$7,788 per year, paid annually
Want 6 months free? Check out our 3 year plan
Includes
Unlimited Archiving
2 Year Lookback Period
Every message you send us is always permanently saved in our database, but only messages received in the past 1 or 2 years will appear in search results, reports, or be available for alerts.
If you need a longer Lookback Period or access to messages in your archive, you can increase your lookback period on the settings page.
Includes: Basic + AI Search
Includes: Basic + AI Alerts
Enterprise
Let’s talk
500–50,000 employees
Multi-site, multi-country
Everything in intelligence plus:
Dedicated Servers
Single Sign-On
API Access
Priority Support
Not sure what to choose? Small Business? Try the on-demand model
If all you do is look back, you’re already behind.
Try Org IQ free this month. Stay if disputes no longer sneak up on you.