We help adviser to
improve
CPD Knowledge
Task Management
Closing Rate
Why Workplace
Customer Experience
Advice & Recommendation
Understanding insurance is complex to consumers, they need guidance when it comes to selection most of the time.
Digital Edge
The pandemic was changing the habit of customers that they are more reliable or prefer digital solutions.
Continuity
Most policyholders prefer to deal with the same person for their personal or family insurance for easy management.
Adviser Challenges
Every Adviser Is Their Own Entrepreneur.
Claim, Servicing, Renewal
The advisers are manual to access the daily task like claim status, customer request and renewal due date without auto-reminder.
Digitalisation Cost
Digitalisation is a luxury for advisers to implement digital solutions.
Succession Plan
The business succession plan is a common topic that advisers discuss with their business clients. However, as an entrepreneur, do advisers have their sellable succession plan?
Insurers Limitation
Insurance companies want to evolve, yet they are unable to do so.
Resource
Major resource was allocate to the operation likes sales development, underwriting, policy management and claims.
Digitisation Cost
Unlike startups, the insurance company only can rollout the complete system with the regulator's approval. Not only development costs but also time costs.
Priority
Immediate profit is the top priority of the insurance company. Therefore, they are less willing to invest in uncertainty, especially technology.
Now, we bring everyone together in one place.
Our partnerships & clients
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