Hong Kong’s leading AI insurtech

Amid rapid technological development — from the internet era to mobile internet, and now big data and AI — many advisers still use traditional ways to sell insurance.

Advisers often spend more than 1/3 of their time on servicing and paperwork. These tasks can be handled by technology so they can free up time for real business.

Big data analysis and precise recommendations are already mature in other industries. Technological progress will not wait — those who feel the same should step forward with PortfoPlus now.

We strictly comply with the Personal Data (Privacy) Ordinance in Hong Kong

• Bank-level security technology
• 256-bit encryption and SSL encryption
• Hosted on AWS, one of the world’s most advanced cloud platforms
• No sensitive personal data (e.g. passport or HKID) is required or stored

You can try for two weeks at just $2 per day, and also enjoy our annual renewal subscription plan from as low as $10 per day on average.

Of course. Policy information is managed by clients and advisers together.

According to our study, clients prefer being served by one adviser only. That’s why each client can connect with one adviser only.

The sooner you introduce the service and connect with your client, the more advantage you have.

We understand advisers’ needs. The system is designed around “Simple” and “Effective”, specifically to help frontline professionals grow their business:

1. We are a two-sided platform with a client login version, so both clients and advisers can access policy information anytime.
2. We record all on-hand policies regardless of type and insurer — personal, corporate, G.I., MPF, mortgage, family members’ policies, and more — for more complete analysis.

We play a complementary role alongside insurers’ internal systems.

In addition to the app, we use advanced PWA (Progressive Web App) technology — the web version only needs a browser.

• Works on mobile, desktop, iPad… any device with internet access
• No need to download or update every time you meet clients
• Convenient for entering data on a computer

Yes — it’s called Profile+, a very popular feature that helps you leave a strong impression with clients.

Both can do it, but we suggest advisers to help. You understand your client better and impress them with your thoughtfulness. It is simple — on average it takes about 1 minute to input a policy.

To approach new clients, just send the “demo template” and offer to consolidate policies for them. Your chance of securing a meeting improves right away. (Please refer to our tutorial videos for more info.)