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.