A: Amid the rapid technological development, we evolve from the internet era to mobile internet, and now BigData, AI...
However, many advisers still use traditional ways to sell insurance.
Advisers spend more than 1/3 of time handling "Servicing", "PaperWork" and things that are not related to business.These tasks can be done by technology and they can free up the time for real businesses.

Big data analysis, precise recommendation..are all matured technologies and should be adapted at the insurance field.
Technological progress will never wait for anyone. Those who share the same feeling should now step forward.

A: We strictly comply with the Personal Data (Privacy) Ordinance in Hong Kong
-Bank-level security technology
-256bit encryption, SSL encryption
-Same with many iBanks, we store our data in the world’s top cloud system- AWS
-No sensitive information (e.g. passport or HKID number) is required or stored with us

A: There is no free trial at the moment, but we do offer a special price of HK$28 for 14 days (i.e. HK$2/day) before it carry on charges fee for year plan. You can unsubscribe anytime within 14 days without extra cost.

A: Of course. The policy information is managed by clients and advisers together.

A: According to our study, clients prefer being served by one adviser only. That’s why our design is to let each client connect with one adviser only. Obviously, you will have the advantage if introducing our service to your client sooner and have them connect with you first.

A: We understand advisers’ needs, and thus this system is designed based on the principles of “Simple” and “Effective”. It is designed to facilitate business of our frontline friends:

1.We are a two-sided platform. There is a version for client login so both clients and advisers can access their policy information any time.
2.Our product is from the client's perspective. All on-hand insurance policies regardless of type and insurers. (including G.I, MPF, and ones from family members) are consolidated for easy management, which leads to more convincing analysis results.

We have a complementary role with the internal system of insurers.

A: In addition to the APP version, we use the advanced PWA (Progressive Web App) technology to build the web version, it can be used in mobile, desktop, iPad… any device with browser. You don't need to download/update every time when meeting customers, and web is good for desktop to input data.

A: Yes, it is called Profile+, a very popular service, for advisers to send clients and build a very good impression.

A: Both can do, but we suggest advisers to do so. You can then understand your client better, and impress them with your thoughtfulness. It is simple, takes only 1 minute to input a policy on average.

To approach new clients, just send the “demo template” to your prospect and offer to consolidate policies for them. Chances to meet new clients have already improved! (Please refer to our tutorial videos for more info)