Revenue Operating System for SMBs

The AI revenue system built for SMBs done doing it manually.

FloIQ deploys, manages, and compounds a fully integrated revenue system — AI agents, outbound engine, coaching infrastructure, and analytics — so your team closes more and loses less.

83%
of manual admin time eliminated in the first 30 days
8 min
average task processing time vs. 2+ hours done manually
24/7
coverage — your revenue system never goes offline
2 wks
average time from kickoff to fully live system
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The platform

Nine modules. One operating system.

Every FloIQ engagement runs on the same underlying infrastructure — the same AI agents, the same signal monitoring, the same referral enforcement, the same knowledge base that gets smarter with every call processed.

01
Your calendar fills itself
Qualified, pre-warmed meetings booked automatically — without your team spending hours prospecting or following up manually.
02
Admin disappears. Revenue doesn't.
Digital agents process intake, renewals, and follow-up around the clock — so nothing slips through and no one burns out covering it.
03
Your CRM actually gets used
A pre-built revenue infrastructure deployed in days — with pipeline visibility, churn signals, and deal attribution your team will actually trust.
04
Stay ahead of your team, your pipeline, and your clients.
Real-time visibility into every rep, every deal, and every at-risk client — so you're leading the team instead of being surprised by it.
05
Revenue compounds instead of fluctuating
Referral systems, churn early-warning, and competitive intelligence that build on each other — so every month is stronger than the last.
+
Your system never goes dark
Multi-layer redundancy, encrypted per-client storage, and automated failover — so your revenue infrastructure is as reliable as your best employee, and more available.

Every role sees exactly what they need.

Your principal maintains complete oversight. Digital agents operate within their own scope — they can never see data above their tier. Your clients stay protected, your team stays focused.

Principal / Owner
Full platform access · All data · All agents
Principal's Digital Assistant
Reporting · Insights · Summaries
CSR
Client service · Policy support
CSR
Client service · Policy support
CSR
Client service · Policy support
Digital Agent Network
COI Agent
Policy · PDF · E&O audit trail
Renewal Agent
AMS queue · SMS / email
Intake Agent
Web form · AMS pre-population
24/7 Voice Agent
Off-hours inbound · Transcripts
Sales Support Agent
Pipeline · Outreach support
Live VA Teams
Human escalation layer
Full platform access
Client-scoped access
Digital agents — read own data only
Live VA — human escalation layer

Most platforms leave you dependent.
FloIQ leaves you dangerous.

Every other vendor hands you a tool and walks away. We build the system, teach your team to own it, and keep it compounding — until your revenue motion is something no competitor can reverse-engineer.

Foundation and calibration
Your stack is deployed and your team understands every decision behind it — not just how to use it.
Independent within 30 days
Signal literacy
Your managers learn to read the 16 daily KPIs that tell them what's breaking before it costs revenue.
Pipeline problems caught before they compound
AI fluency
Your team works with AI — not around it — until fluency becomes your hiring standard, not a nice-to-have.
Your team improves the agents themselves
Compounding intelligence
Every interaction feeds the system. Every week the platform knows more. By month six, you're running insights no competitor can replicate.
Strategy generated autonomously, weekly
Competitive readiness
Quarterly battle card updates keep your reps sharp — so no competitor mention ever catches them unprepared.
Any competitor countered in under 15 seconds
The FloIQ certification standard
Everyone on the platform certifies before going live. It becomes the quality gate for every person you hire from here forward.
Certification becomes your hiring filter
Who it's for

Built for SMBs that are ready to scale.

FloIQ is built for owner-operated SMBs between $1M and $20M in annual revenue who are done patching broken processes and ready to build something that compounds.

01
The owner building for what's next
The business is ready for the next level. The infrastructure just needs to catch up.
02
The team that's done guessing at pipeline
You want real numbers, real visibility, and a coaching system that makes your reps better every week.
03
The business that wants AI that actually sticks
Not a tool to figure out alone — a fully deployed, fully managed system your team understands and owns.
04
The company ready to compete around the clock
24/7 voice and digital agents mean your business responds, follows up, and books — even when your team is offline.
05
The leader who wants revenue they can forecast
Referral systems, churn signals, and pipeline analytics that make next month's number something you know — not something you hope for.
What's possible
See the numbers behind a business running on FloIQ.
Plug in your clients, your hours, your revenue — and see what changes.
Run my numbers →

See how much FloIQ can save your agency.

Select a workflow, enter your numbers, and see exactly what FloIQ puts back in your agency.

HOI quote numbers
How many homeowner's insurance quotes does your team process weekly?
quotes/wk
Minutes your team spends on a single HOI quote end to end.
min/quote
Average commission earned per closed HOI policy.
$
Hours reclaimed per week
31 hrs
FloIQ reduces HOI processing time by 83%
Annual hrs saved
1,612
Extra revenue / year
$89,000
HOI quotes that used to take 2 days now take your team 2 hours with FloIQ handling the heavy lifting.
HOI annual value unlocked
$169,000
Unlock this →
Your agency numbers
Combined HOI quotes and COI requests your team handles weekly.
requests/wk
What percentage of your weekly requests are HOI quotes? The rest will be counted as COI.
% HOI
45 HOI · 30 COI per week
Minutes your team spends processing a single HOI quote end to end.
min/quote
Minutes your team spends pulling and sending a single COI request.
min/request
Average commission or revenue earned per closed HOI policy.
$
Average commission or revenue earned per closed COI policy.
$
Total hours reclaimed per week
47 hrs
Across both HOI and COI workflows
HOI savings
Hrs saved / week
19 hrs
Extra revenue / year
$84,000
HOI quotes that used to take 2 days now take your team 2 hours with FloIQ handling the heavy lifting.
COI savings
Hrs saved / week
28 hrs
Extra revenue / year
$62,000
COI requests that used to take your team 2 hours now take FloIQ 7 seconds.
Total annual value unlocked
$175,000
Unlock this →

Built for regulated industries.

Every automation, every AI action, every data touch is logged, auditable, and defensible. Full compliance documentation available on request.

🛡️
Audit Shield Protocol
Every AI action is logged with source data, document generated, approval status, and timestamp — so your audit trail is always current and always defensible, regardless of industry.
Full audit trail
🔒
Per-client data isolation
Every client gets a physically isolated environment with a separate encryption key. No client data ever touches another's. Right-to-erasure requests fulfilled in under 10 minutes.
Data privacy
📡
Consent-first communications
All outbound SMS and voice communications include compliant opt-out language. Consent disclosure settings are configured per client. Compliance is enforced at the platform level, not left to individual users.
TCPA compliant
FAQ

Common questions.

No. FloIQ is designed to layer on top of your existing stack. We configure HubSpot, connect your current tools via API, and build the automation around what you already use — not replace it. In most cases your team keeps their existing workflows and FloIQ makes them significantly faster.
Most clients are fully deployed within 8–10 business days. The first week covers platform configuration, CRM setup, and agent deployment. Week two is calibration — we run test sequences, verify agent outputs, and train your team before anything goes live with real clients.
Most clients see measurable time savings within the first two weeks as admin automation goes live. Pipeline results — new demos booked, referrals generated — typically become visible by week four. The system compounds over time, meaning month six looks dramatically different from month one.
Yes. Every client gets a physically isolated data environment with its own encryption key. Your client data never touches another organization's data — commingling is architecturally impossible. Every AI action and data access event is logged in an immutable audit trail. Full security documentation is available on request.
No. FloIQ is fully managed. We handle all platform maintenance, agent updates, integration monitoring, and issue resolution. Your team interacts with the outputs — dashboards, reports, booked demos — not the infrastructure. The certification program ensures your team knows how to use the system, not how to build it.
FloIQ is built for any SMB with a recurring client base, a sales team, and a follow-up problem. Current clients include professional services, financial services, insurance, legal, healthcare services, real estate, and B2B SaaS companies. If your business runs on relationships and renewals, FloIQ was built for you.
Every AI agent has a human escalation path built in. If an agent encounters a situation outside its defined scope — a complex question, an edge case, a sensitive client interaction — it flags immediately to a live team member. AI handles volume. Humans handle judgment calls. That line is hardcoded and cannot be configured away.
A full-time SDR costs $55,000–$75,000 per year before benefits, management time, and ramp. FloIQ deploys the equivalent of a full SDR team, a VA team, and a RevOps analyst — plus AI agents running 24/7 — at a fraction of that cost. And unlike staff, the system gets smarter every month instead of plateauing.

Book a 30-minute demo.
See your revenue system live.

We'll walk you through a live FloIQ environment and build your custom ROI estimate on the call.

Book a demo