Mobile financial customer development tool
Sales consultants can generate compliance smart plans within 3 minutes through the mobile phone, intelligently synchronize underwriting and renewal details with insurance companies, automatically calculate multi-level commission bills, and achieve disruptive efficiency improvements.

- Pre-sales: The most comprehensive insurance product library/product comparison/automation plan application in Hong Kong and Macau
- On sale: underwriting follow-up/policy inquiry/renewal reminder
- After-sales: performance statistics/introduction fee calculation/online insurance knowledge/big data analysis of customer intentions