Comprehensive Compliance Management
The system fully complies with regulatory requirements for insurance intermediaries, ensuring that all aspects of business management, financial operations, and personnel management meet industry standards.
Insurance Intermediary Digitalization System
The system covers modules for business management, financial management, personnel management, access control, reporting, and information security, and is compatible with multiple insurance companies for seamless integration. Through this system, insurance intermediaries can undergo a digital transformation, improving both management efficiency and service quality.
System Features
Enterprise Management
Personnel Management
Compensation and Training Management
Enterprise Information and Messaging Management
Business Management
Transaction Management
Commission Management
Financial Management
Policy Settlement and Reconciliation Management
Invoice Management
Integrated Business and Finance
Customer Management
Prospective and Existing Customer Management
Telemarketing Management
Renewal Inquiry and Task Assignment
Data Reporting and Statistics
Multidimensional Business Analysis
Monitoring and Compliance Reporting
Performance Dashboard and Investment Analysis
Value-Added Services
Sales Tracking
Online Customer Service
Intelligent Analysis
System Advantages
Seamless Integration with Insurance Companies
The system integrates with multiple insurance companies through APIs, supporting online quotes, policy issuance, and policy management for various insurance products.
Data Security and Privacy Protection
Yiliang Tech employs industry-leading security technologies, with encryption and access control mechanisms ensuring the security of customer and business data.
Scalability and Customization
The system can be customized to meet the unique needs of enterprises, allowing them to adjust business strategies based on market dynamics.