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.
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 signing
Following-up of new orders
Management of policies
Preparation of plans
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
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.
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 to complete order signing in one step
Materials preparation before order signing and reservation management to effectively assign personnel to serve clients.
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 signing
- Following-up of new orders
- Management of policies
- Preparation of plans
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
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.
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 to complete order signing in one step
Materials preparation before order signing and reservation management to effectively assign personnel to serve clients.