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Insurance Broker Management System

Helping you streamline the entire business process of an insurance company and comprehensively improve sales and renewal efficiency.

One-stop automated management of customer policy commission documents

Starting from HK$1,000, you can launch your own intelligent management system and make efficient operations within reach.

Schedule a 30-minute demonstration

Addressing the four major pain points of insurance brokerage companies

Many manual processes, high management difficulty

Data is scattered and difficult to trace

  • Establish a centralized database, integrating customer, policy, claims, and documents to create a 360° customer view

Insurance renewal tracking is easy to miss.

  • The system automatically sends renewal reminders and commission settlement reports, reducing omissions and errors.

Commission verification is tedious and prone to errors.

  • Automatically calculate multi-level commission rates and generate reports and reconciliation results with one click.

File Management System

The document center provides centralized storage and version control, and operation records are traceable, ensuring accuracy and compliance.

  • Real-time monitoring of inventory quantity, batches, and storage location reduces the risk of stockouts and overstocking.
  • Automated procurement requisition, price comparison, and approval processes shorten procurement operation time.
  • Establishing supplier data and procurement records optimizes procurement decisions and cost control.

Insurance Brokerage Business Management System

Our insurance brokerage business management system is a comprehensive solution designed specifically for insurance intermediaries, helping companies effectively manage and organize their insurance business processes.

This management system aims to provide insurance intermediaries with a comprehensive tool to help manage business processes such as clients, policies, commissions, finance, and data analysis, thereby improving efficiency, enhancing service quality, and achieving business growth.

Customer Management

Centralized management of customer data, including personal information, policy records, contact history, etc.

Policy Classification Management

Policies are categorized into general insurance, life insurance, medical insurance, and mandatory provident fund, etc., for easier unified management and inquiry.

Policy update reminders and procedures

Remind and track policy updates and renewals to ensure timely processing and avoid missing important deadlines.

File Management

Manage and store relevant insurance documents, including application forms, declarations, and insurance terms.

Purchase Case Management

Track and manage customer purchase cases, including detailed information such as insurance type, insured amount, and beneficiary.

Commission Calculation

Supports multiple commission providers, allows flexible adjustment of commission rates, and automatically calculates and tracks commission amounts.

Accounting Management

Integrated accounting functions facilitate the management of financial records, income and expenditure statements, and settlements.

Reporting Function

Generate various reports, such as performance reports, sales reports, and policy statistics reports, to help analyze business performance.