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Impressive Deal Closing Efficiency

Boost professional image and client trust
90%Lead Gen Rate

Use policy consolidation and protection analysis to acquire new leads

+38%Closing Rate

Use of Big Data to provide personalized wealth management advice

+75%Referral Rate

Get new client referral through innovative technology

Act Now!

Unlocking opportunities via FinTech

User Feedback

Consolidate All Policies in ONE APP

Provide value-added service to standout yourself.
Policy review as an innovative way to generate leads. Support all insurers and insurance types.

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Big Data Analysis

Simple graphs to show protection needs.
Analytics tools and market data to make selling more convincing.

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Auto Reminder of Business Opportunities

Evaluate client protection gap.
Auto premium payment and birthday reminder to impress your client with your thoughtfulness.

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New Feature Launch Promotion



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 Access
Video Conference System (Beta) Limited Access Limited Access
Smart assistant
Professional Business Management
Client Potential Index
Smart search, Identify Target Customers Quickly Limited Access
Sales tools such as lazy pack, Sales Kit Limited Access
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 Limited Times
Tailor-made Sales Lazy Pack Limited Times
Priority Support Services
Customized Team LOGO
Early Access To New Functions
Input Assistant Service
Plan Selection
Annual Plan
Quarter Plan
HKD1,188
HKD388
HKD3,800
HKD988
HKD9,999
HKD2,988
Team Main Page
Select Lite Pro Free-Trial Select Ultra Select Team


FAQ

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.

Awards and Media

Thanks to Our Supporting Organizations

Embrace Possibilities Ahead! Take the First Step into InsurTech World!