Approval gate
Every outbound message is staged as a draft. Nothing sends until you approve it, so you stay in control of every client touch.
For insurance agencies
Follow-up and CRM systems for insurance agencies in Oklahoma
Every quote follow-up drafted in your voice, every Monday briefing staged and every client conversation logged. You approve everything before it goes out.
Where agencies leak revenue
Most of it is follow-up, not selling
Quotes that go quiet
A quote goes out, the prospect gets busy and nobody follows up in time. The lead is gone before anyone notices.
Renewals that slip
Renewal conversations start late or not at all when the week fills up. Clients who would have stayed end up shopping around.
Knowledge in one head
What a client said, what they were promised and what comes next lives in memory and scattered notes. When someone is out or leaves, it goes with them.
The VIQ Operator
What your agency gets
Monday morning briefing
What needs attention, what is aging and what is due, ready before your week starts.
Follow-ups in your voice
Quote follow-ups, no-response recovery and renewal reminders drafted the way you write, waiting for your review.
Engagement memory
Every client and prospect interaction is logged in durable files, so what your agency knows survives staff turnover.
Friday snapshot
The week's numbers, one win, one flag and next week's focus.
Monthly report and review call
A performance report against real numbers and a review call, so you see the math and not just our claims.
Getting started
Running in two weeks
01
Week one: setup call
You walk us through your pipeline. We build your briefing template and confirm how drafts reach you for approval.
02
Week two: it runs
The Monday briefing and Friday snapshot start. Follow-ups are drafted and staged. You approve everything.
03
Day 90: it has to work
You get a working system in 90 days or Venture IQ keeps fixing it until it works.
Pricing
One plan, plainly priced
- Approval gate on every outbound message
- Monday briefings and Friday snapshots
- Follow-up drafting in your voice
- Engagement memory
- Monthly report and review call
You get a working system in 90 days or I fix it until it works.
Questions
What agency owners ask
Does it send emails or texts for me?
No. Every follow-up, proposal and outreach message is drafted and staged for your approval. Nothing goes out until you approve it. You review the draft, change what you want and send it.
What does a normal week look like?
Monday morning you get a briefing: what needs attention, what is aging and what is due. During the week, follow-ups for quotes that went quiet are drafted in your voice and waiting for you. Friday you get a snapshot with the week's numbers, one win, one flag and next week's focus.
Do I have to change the software I use?
The first week is a setup call where you walk through how your pipeline works today. The briefing template and approval routing are built around that, so you are not starting over.
What happens if it does not work?
You get a working system in 90 days or Venture IQ keeps fixing it until it works. No commitment beyond that if it is not delivering.
Who is behind this?
Venture IQ is based in Stillwater, Oklahoma and founded by Alex Darmon. We run our own operations on the same system we set up for agencies, and we work with agencies in Oklahoma, Kansas and Texas.
Related reading
Why follow-ups get missed, and how to stop it
The usual reasons follow-ups slip, and the fixes that hold.
How to keep follow-ups from slipping through your CRM
Keep the record current without adding an hour of typing to the day.
CRM or spreadsheet: when is it time to switch?
Four plain signs the spreadsheet has stopped working.
See what it would look like in your agency
Ten minutes, no commitment. Call (405) 547-3052 or email alex@ventureiq.ventures.