Introduction

The first scientific innovation company in Hong Kong; whole-chain SAAS tool of Hong Kong insurance distribution

Beeplatform is devoted to offering whole-chain SaaS tool for Hong Kong insurance distribution, including PC terminal and APP terminal, which aims at serving Hong Kong insurance agents and insurance companies. A comprehensive and intelligent SaaS platform is established to target the pain points of the insurance market.

Beeplatform has successfully entered the Hong Kong Science and Technology Park and Tencent Incubator through layer selection. It aims to design an innovative Internet financial platform to serve overseas financial market by virtue of the development of Guangdong-Hong Kong-Macao Greater Bay Area and excellent Internet technology talents.

Introduction to the team

The team consists of senior practitioner in financial insurance, actuary and Internet technology specialists, and has appointed licensee CE from brokerage firm as its compliance advisor.

Mission and vision

Mission:

To energize the insurance industry with technical innovation

Vision:

Serve 50,000 customers in 5 years, cooperate with 100 overseas financial institutions and make overseas asset investment worth 10 billion yuan

Values:

Sincerity and credibility: we are reliable and trustworthy

Innovation: to offer intelligent service with a prospective vision

Professionalism and efficiency: to offer the most professional services based on efficient coordination

Excellence seeking: no best but better

Our products

The system offers whole-chain and one-stop management services for insurance brokerage, incorporating five major management systems of clients connecting, order signing, after-sales services, operation and commission and covering 16 segmented modules. This set of system is completed by financial-safety-level cloud database, PC terminal company management system and sales mobile phone terminal system (APP).

System of sales tools:

System of sales tools:

Insurance product libraryProduction comparison system
Planning systemPremium calculation
Order signing system:

Order signing system:

Appointment of order signingFollow-up of new ordersWorksheet management
Policy service system:

Policy service system:

Policy summaryWorksheet recordReminder of due premium
Operation tool system:

Operation tool system:

Business card shareReminder of clients’ birthdaysChannel management
Commission management system:

Commission management system:

Commission calculationCommission payment by levels
Analysis of team performance
System of sales tools:

System of sales tools:

Insurance product libraryProduction comparison system
Planning systemPremium calculation
Order signing system:

Order signing system:

Appointment of order signingFollow-up of new ordersWorksheet management
Policy service system:

Policy service system:

Policy summaryWorksheet recordReminder of due premium
Operation tool system:

Operation tool system:

Business card shareReminder of clients’ birthdaysChannel management
Commission management system:

Commission management system:

Commission calculationCommission payment by levels
Analysis of team performance