LifeBee vs Insuraim Workspace

【公司背景】 BeeFintech來自於香港,致力於用最前沿的AI科技手段，為香港保險經紀公司搭建保險管理全鏈條SaaS平台，解決從客戶開拓、FNA、計劃書、AML、預約、核保，到保單管理、續期提醒、佣金結算全部流程，服務客戶遍佈香港、澳門、台灣和新加坡。 - 服務香港保險經紀公司/中介機構/個人代理 - 自動對接全球Top 10保險公司業務系統 - 香港科學園入駐企業 【解決方案：LifeBee - APP移動拓客工具】 銷售顧問可通過手機移動端於3分鐘內生成合規化智能計劃書，智能同步保險公司核保和續保詳情，自動計算多層級佣金賬單，獲得顛覆性的效率提升。 - 售前：全港澳最全保險產品庫/產品對比/自動化計劃書申請 - 售中：核保跟進/保單查詢/續保提醒 - 售後：業績統計/介紹費計算/在線進修保險知識/大數據分析客戶意向 【自2018年上線至今】 - 超過150,000保險銷售下載及使用 - 累計合作70+香港保險經紀公司 【聯繫我們】 领英賬號：BeeFintech 微信咨詢：286887801 服務熱線：(852) 5575 1661 ｜(852) 3957 3259 公司官網：www.beefintech.hk 總部地址：香港九龍塘達之路72號創新中心5樓FinTech Centre

Insuraim Workspace is a mobile business workspace for insurance brokerages, advisors, and operations teams. It works alongside the Insuraim web workspace to bring client and household records, follow-ups, insurance product information, proposals, and application workflows into one structured environment. CLIENTS AND HOUSEHOLDS Maintain client details, tags, household members, follow-up history, and related documents, so authorized team members can understand the context behind every relationship. FOLLOW-UPS AND SCHEDULES View today’s, upcoming, and overdue items, record outcomes, and plan the next action without losing track of important client commitments. PRODUCT INFORMATION Review insurer and product information, save frequently used products, and compare supported products within the same category. PROPOSALS AND CALCULATION TOOLS Create and monitor proposal tasks for supported products, and use premium or benefit calculation tools enabled by your organization. APPLICATION WORKFLOWS Create appointments, maintain applicant, insured, and beneficiary details, upload documents, and follow each application through its configured stages. TEAM ACCESS AND WORKING FILES Organizations can configure role-based access. Team members can use schedules, messages, personal files, and knowledge resources to keep work consistent. Insuraim Workspace is intended for authorized insurance brokerages, advisors, and their operations teams. Accounts and features are provided and configured by the user’s organization. Product content and tools may vary by organization and region. Important: Insuraim Workspace is business management and collaboration software. It is not an insurer, does not underwrite policies, and does not provide personal insurance, investment, legal, or tax advice. Users remain responsible for applying relevant regulations, organizational policies, and professional judgment. Terms of Use (EULA): https://www.apple.com/legal/internet-services/itunes/dev/stdeula/