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iNow-AI: The Future of Insurance Sales Automation



Overview

iNow-AI is a next-generation insurance sales and customer engagement platform that unifies CRM, AI-powered calling, workflow automation, and analytics into one seamless solution.

Instead of juggling multiple tools, agencies manage all leads, calls, texts, quotes, and policies in a single intelligent system.

How iNow-AI Works

Instant Lead Capture & Follow-Up

Every lead flows directly into iNow-AI.

AI agents automatically reach out via call/text/email within seconds.

Smart AI Agent Triggers

AI voice agents qualify customers, gather driver/vehicle details, and route hot leads to live agents.

Unified CRM & Task Management

Every interaction automatically updates pipelines, tasks, and notes.

No double-entry or lost follow-ups.

Analytics & Reporting

Conversion rates, call outcomes, and policy sales tracked in real time.

Centralized dashboards for agents and managers.

Compliance & Security

Built-in tracking of consent for calls/texts.

Audit-ready communication logs.

Benefits of iNow-AI

All-in-One System — One login, one platform, one source of truth.

24/7 Lead Engagement — Never miss a lead, even outside office hours.

Faster Quotes & Sales — AI pre-qualifies, agents focus on closing.

Scalable Growth — Handle thousands of leads daily across multiple states.

Reduced Costs — Automate repetitive tasks, minimize call center expenses.

Smarter Cross-Selling — AI identifies renters, home, life, and upsell opportunities.

Core Capabilities

AI Voice & SMS Agents

Outbound & inbound lead calls, appointment setting, FAQs.

Smart CRM

Lead pipelines, reminders, and task automation.

Real-Time Quote Delivery

Send quotes instantly via text, email, or voice.

Unified Reporting

Transparent performance dashboards.

Customizable Automations

Tailor workflows to agency goals and sales strategies.

Use Cases

New Auto Insurance Lead → Lead enters → AI calls within 1 min → Pre-qualifies → Routes to closer → Policy sold.

Missed Call Recovery → AI instantly calls back missed leads → Captures details → Books agent follow-up.

Policy Renewal Automation → AI sends reminders 30 days before renewal → Confirms interest → Updates CRM.

Upselling & Cross-Selling → AI identifies extra needs during conversation → Triggers offers in CRM.

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