Find Your Last 90 Days of Lost Conversions
CrossChannelIQ AI analyzes your omnichannel interaction logs to surface the exact touch-sequence breakdowns killing your close rate—and tells you which week to fix first.
$pip install crosschanneliq Map Your Interaction Logs to Conversion Gaps
Before Sarah at Acme Insurance ran her first audit, she had 6 months of SMS threads, email chains, and call logs scattered across 4 platforms. After 45 minutes with CrossChannelIQ, she had a ranked list of 12 touch-sequence failures ranked by revenue impact.
- Ingests CSV/JSON from HubSpot, Salesforce, VoiceShadow, and 20+ more
- Tags interaction types by channel (SMS, email, phone, in-person)
- Ranks gaps by estimated premium-at-risk using your quoted amounts
```python
from crosschanneliq import Audit
audit = Audit.load(path="./acme_insurance_logs/")
report = audit.detect_bottlenecks(
conversion_window=90,
channels=['sms', 'email', 'phone']
)
report.export('bottleneck_report.csv')
```Rebuild the Touch Sequence That Closes
After 6 weeks of applying CrossChannelIQ's sequence recommendations, a 3-agent boutique in Ohio moved from 14% to 31% quote-to-bind on Medicare Advantage leads—without changing carriers or adding staff.
- Suggests optimal channel ordering by agent-size cohort
- Flags week-over-week drop-off points with p-values
- Recommends minimum touch-points before expiry windows
```python
sequence = report.suggest_sequence(
agent_count=3,
line='medicare_advantage',
state='OH'
)
print(sequence.touches)
# ['intro_email', 'sms_day3', 'phone_day5', 'text_day10', 'sms_day14']
```Get a Pre-Week Brief Every Monday Morning
The system generates a 1-page brief every Monday showing which leads are falling out of sequence, which quotes are in the 72-hour expiry window, and which calls didn't get logged—key for solo agents running everything alone.
- Delivered to email and SMS at 7am local timezone
- Flags leads with no activity in 7+ days
- Includes one-click call-log import from any major VoIP provider
```python
from crosschanneliq import WeeklyBrief
brief = WeeklyBrief.generate(
agency_id='acme_insurance_001',
delivery='email+sms',
timezone='America/Chicago'
)
print(brief.summary)
# "12 leads in expiry window. 3 calls not logged.
# Top sequence gap: SMS after voicemail."
```Common Questions
I'm a solo agent with no technical background. Can I actually run this?
Yes. The install is one command. The audit runs on a folder of CSV exports you already have. After 45 minutes you have a ranked list of gaps. Sarah, a solo P&C agent in Texas, ran her first audit without touching code. If you can export from your CRM, you can use this.
The manual audit mode is free. You paste your log data, answer 5 questions about your bind rate, and get a structured gap analysis without connecting a single API.
Does this integrate with my existing agency management system?
CrossChannelIQ accepts CSV and JSON uploads from most major agency CRMs (HubSpot, Salesforce, Zoho, Bandit,QQ). For real-time sync, we support API ingestion from VoiceShadow, TalkDesk, and other VoIP providers.
After 90 days of manual upload, most solo agents have enough data to validate the approach before investing in a full integration. The 45-day test doesn't require touching your production systems.
What's the pricing for a 3-agent agency?
The manual audit mode (CSV upload) is currently free during beta. The automated weekly brief and API integration mode is $49/month per agency (not per agent) through Q2 2025. After that, pricing starts at $149/month for agencies with 1-5 agents. We chose per-agency pricing because we tested this on solo agents and the unit economics only work if the tool costs less than one extra policy per quarter.
How does this handle state compliance for insurance agents?
CrossChannelIQ is a data analysis tool, not a quoting engine or a licensed product. We don't generate suitability recommendations, bind coverage, or produce documents that require state filing. The compliance boundary is yours to maintain—we surface the sequence gaps, you decide what to change.
For agents in states with strict-do-not-call rules, we have a compliance mode that filters touch-sequences to business-hours-only in your state timezone.
What's the difference between this and hiring a marketing consultant?
A consultant charges $150-300/hour to interview you, look at your dashboard, and produce a 30-page PDF with generic recommendations. CrossChannelIQ takes your actual interaction logs, runs a gap analysis against 200+ similar agencies in your state and line of business, and tells you which sequence failure is costing you the most in a ranked format. After 6 weeks, you have evidence. A consultant gives you opinions. We give you numbers.
What's the 45-day test the brief mentioned?
In 45 days: export 90 days of interaction logs from your CRM, run a manual audit, implement the top-ranked sequence change (usually SMS after voicemail for Medicare leads), and compare your quote-to-bind rate on affected leads before and after. If you gain at least 2 percentage points on 20+ leads, the math works. If not, you have a clean reason to stop. That's the test. We've had 11 agencies complete it. 9 of 11 saw the gain. Two adjusted the sequence and tried again.
Run the 45-Day Audit Before You Commit to Anything
Export your last 90 days of logs. Upload them. Get a ranked gap list. That's the whole first step—free, no integration required.