NIU AGENT

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NIU AGENT is a CRM platform tailored for insurance advisors and promotional teams, combining AI-powered consultation tools with automated client management. AI advisory sessions offer personalized financial diagnoses, helping clients understand coverage needs and encouraging referrals. Spiid lead generation tools capture prospects via WhatsApp, LinkedIn, Instagram, and TikTok without programming expertise. The platform features customizable landing pages, automated scheduling, and client portals for policyholders to access coverage details. CRM tools include automated reminders, pre-formatted messages, payment tracking, and policy renewal management, notifying advisors when action is needed. It maintains complete client histories and sends automatic birthday reminders. NIU AGENT offers monthly AI tokens, cloud storage, KPI tracking, and scalable subscription options for individuals and teams, with training resources for larger deployments.