保險任我行AI

保經科技

About this app

AI-Powered Smart Application Processing: Instant File Creation with Industry-Leading AI OCR Technology! Simply take a photo of your application with your phone and upload it. The system automatically recognizes the text and accurately inserts it into the fields, completely eliminating manual typing errors and time-consuming data entry!

Coverage Strength Analysis: Identify Gaps at a Glance. Automatically compares your application with your client's existing policies, clearly showing gaps in death, critical illness, long-term care, and medical coverage. Differentiates between "Individual" and "Family" insurance strength, providing you with the most precise entry point for your visits. The analysis report can also be shared with clients with a single click!

Rapid Proposal Generation: Never Miss a Business Opportunity. Simply enter the product, coverage amount, term, and client conditions on your phone to quickly calculate and generate a beautifully designed, professional PDF proposal. Send it to your client via LINE with one click—no more waiting to go back to the office and work on your computer!

Smart Calendar: A Thoughtful Secretary Reminds You Never Miss Important Moments! Client birthdays, due dates for official communications, renewal payments, and visit schedules are automatically organized by the system and can be perfectly synced to Google or your phone's built-in calendar.

With commission performance at your fingertips, multi-level management and real-time reporting, you can check your performance and commission details anytime, anywhere, with synchronized data without any discrepancies.