保險代理人的實用 AI 助手！
介面簡潔易用，功能非常實用！他幫我處理了好多日常工作，提升工作效率，省下很多時間可以用來和客戶溝通
Free
About
An AI-powered workspace designed for licensed insurance agents. Organize client documents, notes, and history, and leverage AI to prepare for meetings. Quickly access client information, draft notes, and utilize planning tools.
✓Client case management
✓Document upload and AI Q&A
✓AI assistant for note drafting
✓Financial planning calculators
✓Meeting preparation view
✓Data security for client information
Show original description
What's New in Casentra
1.0.4
November 1, 2026
1. Fixed some experience issues 2. Added support for iPadOS
User reviews
FAQ
What is Casentra used for?
Casentra is an AI workspace for licensed insurance agents in Hong Kong. It helps you organize client documents, notes, and history, understand client needs, and prepare for meetings.
Can I upload different file types to Casentra?
Yes, you can upload PDFs, Word documents, Excel files, and images to Casentra. The AI can then answer questions based on the information within these uploaded documents.
Does Casentra help with financial planning?
Casentra includes planning tools with calculators for life, critical illness, retirement, and education planning. These tools help you quickly lay out different financial scenarios for your clients.
How does Casentra ensure client data security?
Each client case is kept separate with appropriate security measures. The app is designed around data minimization and privacy, with data handled according to its privacy policy.
Is Casentra available on multiple devices?
Based on the current information, Casentra is supported on iPhones. Further platform compatibility details may be available from the developer.
How often is Casentra updated?
The latest version of Casentra is 1.0.3, which was last updated on October 14, 2026. Update frequency can vary, but this indicates recent development activity.
What is the user sentiment for Casentra?
Casentra has a rating of 5.0 stars from 1 rating, suggesting a highly positive initial user experience. More ratings would provide a broader view of user sentiment.
Does Casentra have ads?
No, Casentra does not contain advertisements. The application is free to use without any ad interruptions.
