Insurance Sales Intelligent Support Platform

This platform seamlessly integrates with insurance companies' core systems and intermediary management systems, streamlining the entire insurance product lifecycle and establishing standardized interfaces for more efficient and transparent business processes.

System Structure

  • External Sales Support Tool

    Insurance sales personnel can use this tool to grant policy issuance permissions to external partners, such as insurance intermediaries and business partners. External users can process quotes, underwriting, and policy management directly through the H5/PC platform or API interface, significantly increasing business responsiveness and flexibility.

  • Internal Sales Support Tool

    This tool is specifically designed for the internal sales teams of insurance companies. It enables internal sales personnel to manage policies on PC or mobile platforms, covering the entire process from underwriting and policy issuance to claims management.

System Features

  • API Integration

    API Integration

    Enables real-time querying and policy management for insurance products, ensuring seamless system integration and enhancing user experience.

  • Sales Path Optimization

    Sales Path Optimization

    A unified sales tool platform that supports both PC and mobile devices, ensuring comprehensive coverage of all business scenarios.

  • Automated Business Management

    Automated Business Management

    The integrated management system helps sales personnel quickly create accounts and supports third-party payment platform integration and settlement management.

  • Data Security and Isolation

    Data Security and Isolation

    Deployed on the ZhongYin Insurance private cloud, ensuring the security of user operational data and preventing data breaches.

  • Standardized Interface

    Standardized Interface

    Provides efficient integration for insurance companies and B-side (e.g., intermediary institutions), shortening business implementation cycles and reducing costs.

The key advantages of platform

  • Insurance Product Integration

    Enables full-process operations such as policy inquiries, quotes, underwriting, payments, and policy issuance.

  • Multi-Platform Sales Tools

    A comprehensive sales system built on insurance product transaction logic, supporting both PC and mobile devices.

  • Automated Management System

    Quickly sets up accounts for sales agents and integrates with third-party payment systems for online transactions and settlements.

  • Standardized Insurance Product Output

    H5/PC/API interface compatibility ensures efficient connectivity between insurance companies and B-end systems.