Use FinTech to

Boost 3X Sales

Improve Business

Speed up Closing

& achieve MDRT/ COT


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Digital Sales Tools

Build Professional Image
90%Lead Gen Rate

Capture leads with unique service

+38%Closing Rate

Deliver BigData-powered personalized advice

+75%Referral Rate

Grab clients referral with digital technology

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Advisers LOVE us

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"Portfo+ build up my team's professional image, it provides a systematic way to recruit, lead and train my new teammates."

Rachel Wong

Senior Recruiter (IFA)

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"New Gen advisers LOVE digital tools, I like the policy summary pdf which can be done in a few minutes and clients like it."

Steven Chan

New Gen Producer (Broker)

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"The analysis tools help visualize the financial gap. Clients are more convinced to take up more coverage."

Wesker Lee

Top Financial Analyst (Agent)

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All-in-1 Business tool

30+ financial infographics to draw client interest

Simple and effective ways to get referrals

Winning sales pitches that helps you win clients

showcase opportunity

Lead gen by portfolio management services

Consolidate portfolios with FinTech

Support ALL insurers and products

Create Policy Summary in 1-click

showcase big data

Boost closing rate with unbiased analysis

Interactive ways to let clients know their needs

Attactive visuals of financial concepts

Up-to-date market figures to support your advices


Start FREE with full functions

Lite Pro Free-Trial Ultra Team
Personal & Attentive Client Services
Policy Consolidation
Protection Analysis
DISC Personality Test
Vision Board/Target Reminder
"Pro" Mark displayed on the client platform, create a Professional Image
Policy Expiration and Birthday Reminder for Advisers
Export Protection Analysis & Policy Summary Limited Ver
Video Conference System (Beta) Limited Ver Limited Ver
Smart assistant
Professional Business Management
Client Potential Index
Smart search, Identify Target Customers Quickly Limited Ver
Sales tools such as lazy pack, Sales Kit Limited Ver
QR Code Client Referral System
Big Data Analysis of Insurance Policies
Potential Business Big Data
Performance and Business Target Tracking
Smart IDEA, Business Opportunities in One Tab
Tag Analysis, Easily Classify and Filter Designated Clients 5 Tags 20 Tags 50 Tags
Support Service
Self-Help Center
Customized LOGO (Add-on Service)
Team Business Big Data
Analysis of Team Activities
On-site Sales Training (>20 team members)
Tailor-made Adviser Function limitedAccess
Tailor-made Sales Lazy Pack limitedAccess
Priority Support Services
Customized Team LOGO
Early Access To New Functions
Input Assistant Service
Plan Selection
Annual Plan
Quarter Plan
HKD 3,800
Team Page
Select Lite Pro Free-Trial Select Ultra Select Team


Questions? Click the Whatsapp icon!
A: Amid the rapid technological development, we evolve from the internet era to mobile internet, and now BigData, AI...
However, many agnets still use traditional ways to sell insurance.

Always be very busy?
Front-line advisers spend more than 1/3 of their time handling "Servicing", "PaperWork" and other things that are not related to business.These tasks should be done by technology, so we canfree up the time for acquiring more businesses.

Big data analysis, precise recommendation..are all matured technologies, and should be promoted in the insurance field.
Technological progress will never wait for anyone. Those who share the same feeling should now step forward and grow with the real InsurTech era.
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)

A:Of course. The policy information is managed by clients and advisers together.
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: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:There is no need to install, as we use the most advanced PWA (Progressive Web APP) technology, so all you need is a browser. Our service is accessible on mobile, desktop, iPad, any device you can connect to internet. No need to update the App frequently or install for your client. It is also much more convenient to input data using our Desktop version.
A:There is no such service for now, but as long as you understand our service and what value it can bring to your clients, .you can use our platform to generate new leads easily.

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