InsPal

InsPal is positioned as a comprehensive, integrated-yet-modular application specifically designed for insurance intermediaries. According to the vendor, it aims to cater to the needs of a modern insurance market by providing state-of-the-art technology. InsPal is a software-as-a-service web application that the vendor claims can seamlessly replace outdated technologies. It is marketed as suitable for insurance intermediaries of all sizes, including both corporate and individual agents. The platform is intended to serve various professions and industries, such as insurance intermediaries, agents, brokers, and companies.

Key Features

AFQ (Ask For Quote): According to the vendor, InsPal Mini allows users to request quotes from any insurance intermediary in Hong Kong, with priority given to InsPal clients. This feature is particularly highlighted as beneficial for new insurance agents seeking the best insurance premium with the highest referral fee through AFQ.

Proposal Module: InsPal introduces a new proposal module that aims to simplify the process of creating and managing insurance proposals. Users are said to have the ability to customize proposal templates based on their business needs and utilize common services across all modules.

FPS Function: InsPal now offers the FPS (Faster Payment System) function, which the vendor claims enables fast and secure payment transactions. Insurance intermediaries are said to be able to conveniently make and receive payments within the InsPal platform, thereby streamlining financial transactions.

D-Biz: InsPal introduces the D-Biz feature to help insurance intermediaries navigate the challenges posed by the COVID-19 pandemic. According to the vendor, this feature provides support and resources to adapt to new market conditions, enhancing digital capabilities and ensuring business continuity.

Remote Work and Collaboration Tools: InsPal offers tools aimed at facilitating remote work, virtual team collaboration, and customer relationship management. The vendor suggests that these tools can equip insurance professionals with the necessary resources to thrive during the pandemic.

New User Interface and Functions: InsPal has recently launched a new user interface (UI) that is claimed to enhance the user experience. The update also includes new functions such as improved pagination, reminders, and notifications. According to the vendor, these enhancements provide a more user-friendly and efficient platform for insurance intermediaries.

Journal Voucher Import Function: InsPal now allows users to import journal voucher data in Excel format, aiming to simplify the process of entering voucher data and improve efficiency. The vendor suggests that insurance professionals can contact customer service for details on the Excel input format.

Optimized Document Image Upload: InsPal has optimized and upgraded the document image upload function, aiming to allow users to track upload progress and receive error prompts for smoother operations. According to the vendor, this enhancement is intended to improve the efficiency of managing document images within the InsPal platform.

CRM Group Calendar Upgrade: InsPal's CRM module calendar function has been upgraded to enable users to announce events to specific groups of users. This feature is said to facilitate targeted communication and updates for different user groups, such as accounts.