ほけんBOX-保険管理手間いらず

ほけんBOX

About this app

The industry's first system that can solve the problems of policyholders, insurance agents, and agent managers all at once.
　■Assignment
policyholder
"I want to manage my insurance more easily..."
"I got insurance, but I don't really understand..."
"I want to manage my family's insurance all at once..."
insurance agent
"I have fewer opportunities to meet with contractors..."
"I almost forgot about procedures and updates..."
"Customer management takes a lot of time and is difficult..."
Recruiter administrator
“I want to put effort into managing policyholders and after-sales follow-up.”
“I want to get serious about measures to prevent forgetting procedures and renewals.”

■Solution
At HOKENBOX, we will solve the problem by taking the following measures.

• Enable data entered by insurance agents to be shared with policyholders on computers and smartphone apps.
• Enable policyholders to deepen their understanding through explanations and advice about the insurance they are taking out.
• Enabling insurance solicitors to easily enter insurance information and manage customers using a computer or smartphone app.
• Notify you of procedures and updates in advance to prevent forgetting.
• Allow policyholders to centrally manage information between family members within the app.

■Function explanation
[Policyholder]
"Browse your current insurance"
In addition to viewing your current insurance information, you can easily find out what insurance you need.
"Explanation/Advice"
Easy to understand and review with explanations and advice about the insurance you are currently enrolled in.
"2 months notice function"
We will notify you of procedures and updates in advance.
"Chat function"
You can ask questions or concerns via chat without having to go to the store.
"Invitation function"
You can manage your family's insurance information all at once within the app.

*You can view the range shared by the insurance agent.
*There is no system usage fee for policyholders. However, communication charges will be borne by the customer.

[Insurance agent function]
“Policyholder management function”
You can enter a list of insurance policies currently covered by policyholders and more detailed insurance information.
Once entered, it is easy to update.
"Share function"
You can optionally set the viewable range of entered insurance information and share it with policyholders.
“Explanation/advice on insurance currently enrolled”
By providing explanations and advice about the insurance you are currently enrolled in, as well as filling out recommended insurance, you will be able to deepen your understanding of policyholders and increase opportunities for consultation.

　　“2 months advance notice function”
Based on the insurance information you enter, we will notify you of procedures and renewals in advance to help prevent forgetting.
"Chat function"
It can be used as a communication tool with policyholders.
"Birthday Congratulations"
You can send congratulatory messages to policyholders on their birthdays.
"Task function"
You can manage your work schedule.

[Recruiter administrator]
You can check the progress of contract management and 2-month notice.
*The scope of management varies depending on the type of usage contract.
*For corporate bulk contracts, please check and contact us from the homepage.

What’s new

- アプリ側の登録画面の修正
- 一部不具合の修正