Life Insurance Planning and Policy Custody
Business Development Toolkit
Live training
curriculum structure
Content and Libraries
customer behavior analysis
Pre-sales support module
product comparison
automatic proposal
Introductory Fee Calculator
TR direct connection product consultation
Appointment / Signing / Underwriting
Custom Appointment Template
Mini Program Channel Reservation
Automatic policy generation
Underwriting automation management
Security service and renewal service
Security service
Policy View
Policy escrow
Renewal automation
Insurance Robot
Process Automation Robots
The access rate of insurance companies exceeds 96%, and the intelligent extraction rate exceeds 98%
7x24 hours response
24/7 online service with an average response time of less than 2 minutes
business capability evolution
Support automatic import of multi-insurance policies, automatic synchronization of renewal, administration & claims
Business Automation Engine
1400+ industry rule base, 50+ insurance company automation engine
AI anthropomorphic operation at the interface layer replaces repetitive manual labor
Front and back office collaboration and communication IM for wealth management institutions
Online Collaboration IM
cross-agency collaboration
Investment advisory, channel, TR upstream and downstream business collaboration
business process robot
50+ business scenarios are covered, and robots are automatically dispatched
Automatic filing
Relevant personnel are automatically aggregated, and business priorities are automatically managed
session archive
Data is permanently stored in a privatized database
smart workbench
Customer lifecycle management
Automatically prompt the current business orders that need attention, so that consultants can work smoothly
WeChat public account push
Real-time grasp of the progress of business orders, the first time to understand the dynamic
Standard + custom product library
According to the organization's own needs, you can choose to sell products and customize the product library
Data recovery
Business flow data is fully recorded, and conversion analysis is clear at a glance
Desktop Cockpit, Data-Driven Business
Flexible adaptation to various business models
Channel operation management
Comprehensive control of business data
Multi-dimensional analysis of operational data, channel conversion rate is clearly visible
Compilation of multi-version introduction fee schedule
Introduction fee automatic calculation/settlement track record, accurate reconciliation
Flexible organizational structure
Support B2B2C, B2C multi-mode
Personalized business statistics
Support custom channel operation report development