Marketing Dashboard
Natural Language Campaign Goal
AI-generated personalized campaign results
Personalized engagement tactics for a segment

At Echos, our Deep Tech startup, we’re building enterprise agents that deliver rapid time-to-value through AI. EngageIQ exemplifies our marketing thinking system, purpose-built for insurance enterprises

EngageIQ: AI-Driven Agent Engagement Platform

What We Built

EngageIQ is an intelligent campaign orchestration platform that helps insurance companies engage their independent agent network with personalized, data-driven marketing campaigns. The platform uses a multi-agent AI system to analyze agent profiles, identify high-potential targets, and generate tailored engagement strategies—all through natural language campaign goals.

Who It’s For

Built for insurance marketing teams managing networks of independent agents. The U.S. insurance industry faces a critical challenge: 70% agent attrition annually, and many high-NPS agents underperform in sales despite strong client relationships. Traditional generic outreach (mass emails, wine tastings) fails to motivate meaningfully. EngageIQ solves this by matching campaigns to agent personas—fitness enthusiasts get gym memberships, travel lovers get travel vouchers, tech-savvy agents get gadget incentives.

How We Used Claude

We leveraged Claude throughout the entire development lifecycle:

Design & Planning

Used Claude Code to architect the multi-agent orchestration system, plan the 5-step campaign workflow (goal parsing → data loading → segmentation → profiling → strategy generation), and design the asynchronous execution architecture.

Agent Intelligence

Integrated Claude Sonnet 4 as the LLM powering our specialized agents:

Goal Parser Agent: Converts natural language goals into structured targeting criteria
Data Loader & Segmentation Agents: Load and filter agent data based on complex criteria (AUM thresholds, NPS scores, tenure ranges)
Profile Generator Agent: Analyzes agent segments, identifies purchase habits, and generates behavioral insights
Campaign Strategist Agent: Creates personalized engagement tactics with performance-based incentives, training programs, and recognition strategies tailored to each segment’s characteristics

Development & Testing

Claude Code served as a coding assistant throughout implementation, helping build core features like purchase habits analysis, segment-based strategy generation, and campaign execution workflows—accelerating development and testing across all components.

Impact

EngageIQ transforms generic “spray and pray” marketing into precision engagement, reducing attrition and boosting agent productivity through AI-powered personalization.