Timing Signals
See contractors at key decision moments.
Commercial Insurance Workspace
Contractor IQ
Smarter Contractor Data. Better Insights. Faster Wins.
Built for commercial insurance agents who want better timing, stronger context, and faster quote preparation.
Product Preview
See everything before the first call.
A contractor profile brings timing, risk context, notes, and application prep into one workspace.
Business Overview
Commercial electrical contractor with active public work, service crews, and specialty exposure across tenant improvement and maintenance projects.
Risk insights
Trade class, crew size, and operating notes.Call log
Outcome, next step, and follow up date.ACORD panel
125, 126, and 139 document generation.Quote prep
Move from profile review to application package.What Contractor IQ Actually Does
Contractor IQ gives insurance agents visibility into active contractor businesses, their timing signals, business context, risk profile, and quote preparation tools.
Agents work from timing signals, business context, and workflow instead of scattered research.
Business Context
Understand the business before the first conversation.
Risk Profile
Review risk details that shape quote preparation.
Quote Readiness
Move from research to application faster.
What This Unlocks for Agents
Better Conversations
Walk into every call with real business context.
Earlier Positioning
Reach contractors before the market gets crowded.
Faster Quotes
Generate application documents in minutes, not hours.
Less Wasted Time
Focus effort on contractor profiles with real business signals.
How It Works
Browse Contractors
Filter contractor profiles by timing, status, specialty, and business signals.
Review Insights
See business summaries, risk context, insurance details, and available contact information.
Take Action
Log calls, track follow ups, and generate ACORD documents directly from the profile.
Not a Lead List
Contractor IQ is not a static lead list. It is a contractor intelligence workspace that combines timing, business context, and workflow tools in one place.
Traditional Lists
- Static records
- Limited context
- Manual research
- Blind outreach
- Slow quote prep
Contractor IQ
- Timing based contractor visibility
- Business context and risk insights
- Workflow built in
- Call logging and follow up tracking
- Pre filled application documents
Feature Highlights
Time Lock
Available on Professional and Business plans. Gives an agent a 7 day exclusive window after activating a contractor profile.
Agent Lock
Available as a Professional add on and included in Business. Keeps agency tied contractors in that agency's private workspace.
ACORD Generation
Generate pre filled ACORD 125, 126, and 139 documents from the contractor profile to speed up quote preparation.
Call Log Workspace
Track call outcomes, notes, follow ups, and agent activity directly on the contractor profile.
Real World Example
What This Looks Like in Practice
An agent finds an electrical contractor inside an active contractor activity window. Before calling, they review the contractor profile, business summary, risk notes, insurance details, and available contact information. After the call, they log the outcome and generate the application documents needed to move toward a quote.
- Research time reduced
- Conversation starts with context
- Application prep happens faster
- Follow ups stay organized
Pricing
Choose the contractor workspace that matches your access needs.
Free Lifetime Plan
$0/month
Best for exploring Contractor IQ
- Access window
- 30 days past due through 14 days before the contractor activity window. This is a 45 day window.
- Downloads
- 10 contractor profile downloads per month
Included
- Contractor profile access
- Business insights
- Risk insights
- Basic contractor review
Not included
- Call logging
- ACORD generation
- Time Lock
- Agent Lock
Starter Plan
$50/month
Best for consistent contractor research
- Access window
- 0 to 45 days
- Downloads
- 30 contractor profile downloads per month
Included
- Contractor profile access
- Business insights
- Risk insights
- Call logging
- ACORD 125, 126, and 139 generation
- Contractor workspace
Visibility
- Profiles may be visible to up to 2 agents.
Professional Plan
$100/month
Best for agents who want earlier positioning
- Access window
- 0 to 75 days
- Downloads
- 50 contractor profile downloads per month
Included
- Everything in Starter
- Time Lock
- 7 day single agent reservation window
Time Lock behavior
- When an agent activates a contractor profile, that profile is reserved to that agent for 7 days. During the lock period, only that agent can view the profile. After 7 days, if no action closes or progresses the profile, it returns to the general pool.
Add on available
- Agent Lock for $50/month
Business Plan
$200/month
Best for agencies that want maximum access and control
- Access window
- 0 to 120 days
- Downloads
- 100 contractor profile downloads per month
Included
- Everything in Professional
- Time Lock
- Agent Lock included
- Maximum access window
Add Ons
Workflow Tools
$15/month
For Free Lifetime users who want workflow features without upgrading.
- Call logging
- ACORD 125, 126, and 139 generation
Agent Lock
$50/month
Available for Professional plan users. Filters contractors tied to the agency into a private workspace so only that agency can access them.
- Private agency workspace filtering
- Contractor visibility controls
Start Free
Start Working Smarter Contractor Opportunities
Use timing, context, and workflow to move faster from contractor profile review to quote preparation.