Transforming the insurance agency system into DX with simplicity, ease, and affordability!
"Hoke-Suma" is a cloud service that allows for the easy and simple establishment of an insurance agency system. The strength of this service lies in its collection of essential features for setting up an agency system, all gathered in a way that is intuitive and easy to use. Additionally, the entire implementation process can be completed online. You can get started easily with just three steps. Please feel free to contact us if you have any inquiries. 【Features】 ■ Simply input data in the cloud ■ Usable without a manual ■ No system development required ■ Payment by credit card ■ Implementation possible through online application *For more details, please download the PDF or feel free to contact us.
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basic information
**Things We Can Do** - Record and manage intentions - Share internal announcements and schedules - Manage policy renewals - Manage accidents and insurance claims - Manage maintenance responses - Record and manage elderly care - Manage personal data management ledgers - Manage complaints and early termination contract records - Manage unpaid premiums and policy lapses - Manage internal training and compliance training - Manage internal audits - Manage criteria for comparative recommendations - Manage qualifications for solicitors and specific related corporations - Manage pledge and consent forms - Manage external contractors - Manage the division of roles in business management, etc. *For more details, please download the PDF or feel free to contact us.*
Price range
P3
Delivery Time
※Consultation required.
Applications/Examples of results
【Solving Such Concerns】 ■ We want to introduce a cloud service for establishing an agency system, but we don't want to spend on system development costs. ■ We want to make the management of the agency system paperless. ■ We want to create an environment for telework and mobile work. ■ We want to easily implement the PDCA cycle. *For more details, please download the PDF or feel free to contact us.
Company information
Our company offers "money planning consultations" to assist with the organization and review of current household finances and to analyze and diagnose future financial conditions, as well as "life insurance consultations" to propose life insurance considering our customers' future lifestyles and cost-effectiveness. Additionally, we provide a cloud service for the establishment of insurance agency systems and the simple, easy, and affordable "Hokesuma." Please feel free to consult us if you have any requests.
