Brand new mode of working

Beeplatform Management System of Insurance Brokerage

Brand new mode of working

Beeplatform Management System of Insurance Brokerage

The first scientific innovation company in Hong Kong; whole-chain Insurance Brokerage Business Management System tool of Hong Kong insurance distribution

Beeplatform is devoted to offering whole-chain Insurance Brokerage Business Management System tool for Hong Kong insurance distribution, including PC terminal and APP terminal, which aims at serving Hong Kong insurance agency and insurance companies. Our products are co-developed by the practitioners of Hong Kong senior financial insurance field and Internet technology specialists to establish a comprehensive and intelligent Insurance Brokerage Business Management System platform targeting the pain points of the insurance market.

Function management

Function management

Commission management

Commission management

Performance analysis

Performance analysis

Channel management

Channel management

Pre-underwriting system

Pre-underwriting system

Appointment of order signing

Functional modules to improve efficiency and facilitate office work

Beeplatform covers the major functional modules of preparation of plans, reservation of order signing, follow-up of new orders and management of policies, which helps you get away from traditional and tedious work processes and improve efficiency.

  • Reservation of order signingReservation of order signing
  • Following-up of new ordersFollowing-up of new orders
  • Management of policiesManagement of policies
  • Preparation of plansPreparation of plans
Commission management

The commission management system provides a clear view of receipt and spending details

Tracking and follow-up of previous commission contracts;

Automatic reconciliation of commission;

One-key input of multi-sales channel commission contract;

Template setting of multi-supply channel commission contract;

Management of automatically generated monthly and annual statement and intelligent computing to save labor costs

Performance analysis

Analysis of team performance to help team management

Detailed data analysis to clearly view the efforts of team members, helping better manage the team and seek long-term maximum benefits.

Channel management

Level-to-level channel management to offer convenience

Level-to-level management of current channels to make channel management more convenient and ensure good coordination between members of the members, which perfectly resolves the issues about paying commissions in different channels.

Pre-underwriting system

Pre-underwriting to complete order signing in one step

Materials preparation before order signing and reservation management to effectively assign personnel to serve clients.

Function management

Functional modules to improve efficiency and facilitate office work

Beeplatform covers the major functional modules of preparation of plans, reservation of order signing, follow-up of new orders and management of policies, which helps you get away from traditional and tedious work processes and improve efficiency.

  • Reservation of order signingReservation of order signing
  • Following-up of new ordersFollowing-up of new orders
  • Management of policiesManagement of policies
  • Preparation of plansPreparation of plans
Appointment of order signing
Commission management

The commission management system provides a clear view of receipt and spending details

Tracking and follow-up of previous commission contracts;

Automatic reconciliation of commission;

One-key input of multi-sales channel commission contract;

Template setting of multi-supply channel commission contract;

Management of automatically generated monthly and annual statement and intelligent computing to save labor costs

Commission management
Performance analysis

Analysis of team performance to help team management

Detailed data analysis to clearly view the efforts of team members, helping better manage the team and seek long-term maximum benefits.

Performance analysis
Channel management

Level-to-level channel management to offer convenience

Level-to-level management of current channels to make channel management more convenient and ensure good coordination between members of the members, which perfectly resolves the issues about paying commissions in different channels.

Channel management
Pre-underwriting system

Pre-underwriting to complete order signing in one step

Materials preparation before order signing and reservation management to effectively assign personnel to serve clients.

Pre-underwriting system