Product
The system allows insurance products (such as auto, life, and property insurance) to be configured into the system at cost and connected with insurers, ensuring fast and accurate product launches.
Insurance Intermediary Trading System
Yiliang Tech's “Insurance Intermediary Trading System”is built on an e-commerce platform logic, adopting a “product-goods-shelf” structure. This flexible and customizable trading platform enables insurance intermediaries to combine various insurance products and value-added services into goods and sell them via an online shelf.
System Architecture & Logic
Goods
Once the products are configured, user companies can flexibly package multiple insurance products or value-added services into goods and set sales prices.
Shelf
After creating the goods, the system lists them on the shelf, where sales personnel can view and select authorized goods for sale.
System Application Scenarios
Daily Transaction Management for Intermediaries
Daily Transaction Management for Intermediaries
Insurance intermediaries can quickly configure and manage various insurance products and meet customer needs through flexible goods combinations.
Multi-Channel Sales Support
Multi-Channel Sales Support
The system supports sales through both PC and mobile platforms, enabling sales personnel to complete and manage policies anytime, anywhere.
Automated Settlement & Commission Management
Automated Settlement & Commission Management
Companies can automate profit-sharing and settlement for all transactions, ensuring accurate commission calculation and timely payouts, reducing manual errors.
Core Features
Product Configuration
Product Management Module
Settlement Rule Setup
Goods Configuration & Management
Goods Management Module
Multi-level Authorization Management
Shelf & Sales Support
Shelf Configuration
Order Management & Fulfillment
Transaction Chain Profit-Sharing Settlement
Automated Profit-sharing Settlement
System Advantages
Highly Flexible Product Configuration
The system enables the flexible combination of products, goods, and shelves, allowing companies to quickly customize goods and launch them for sale, ensuring swift market response.
Automated Profit-Sharing & Settlement
With the system's automated profit-sharing and settlement features, companies can reduce manual settlement workloads, ensuring accuracy and efficiency in the process.
E-commerce-Style Transaction Experience
The system uses the underlying logic of e-commerce platforms, offering a streamlined product listing and sales process. It provides modern trading tools for intermediaries, enhancing sales efficiency and customer satisfaction.
Multi-level Authorization & Management
The system supports multi-level authorization, enabling companies to manage sales permissions flexibly based on internal organizational structures, ensuring efficient resource utilization at all levels.