Reduce manual administration
Connect policy records, follow-ups and commission workflows to reduce repeated information gathering and support more efficient operations.
Insurance,
better connected.
Connect policies, distribution and commissions.
Give your team less manual work and a clearer view of the business.
Built on Zhibao Cloud’s
experience in China
130+Insurers
400+Intermediaries
4,000+Branches
500k+Agents
Figures reported by Zhibao Cloud for its China business.
Why WiseFin
Less friction.
More useful work.
Reduce administrative effort, support distribution and give managers a clearer view of the business. Agree the scope and measure the improvement.
Improve distribution efficiency
Give sales and service teams clearer ownership, practical preparation tools and a shared view of the next client action.
See where action is needed
Bring team activity, policy progress and reconciliation work into a clearer view so managers can identify exceptions and direct follow-through.
Built around your
part of the ecosystem.
Different roles. A more connected insurance industry.
Explore how WiseFin helps you work smarter, together.
01 / Brokers & agencies
Keep renewals moving. Put AI to work.
Connect multi-insurer servicing, commissions and client relationships so your team can spend less time gathering records and more time on the next client action.
- Policy administration and renewal follow-up across insurers
- Commission rules and record cross-checking
- Sales visibility and human-reviewed AI assistance
02 / Insurers
Your core system works. Make the next improvement count.
Strengthen commission reconciliation, channel coordination and operational controls alongside existing systems. Start with a defined workflow and agree integration feasibility before implementation.
- Cross-check commission records and investigate mismatches
- Make exceptions visible for review and follow-through
- Fit commission structures to your operating model
03 / Banks & SACCOs
From customer referrals to insurance growth.
Connect referrals, proposals, policies and renewals across your network, with clearer ownership, follow-ups and a shared view of customer progress.
- Referral owners, next actions and sales pipeline visibility
- Policy servicing, renewals and commission clarity
- AI assistance with authorised data and human review
04 / Loss adjusters
Keep field teams and case teams in step.
Coordinate assignments, survey information and reviews, while bringing case operations closer to reporting and financial administration.
- Case assignment and progress tracking
- Connected fieldwork and review
- Billing and settlement workflows
05 / Digital platforms
Bring insurance into your wider ecosystem.
Explore how insurance workflows can connect with your existing platform, distribution relationships and customer journey.
- An integration scope built around your systems
- Connections with licensed insurance partners
- A phased path from discovery to launch
See the product
From the first conversation
to the back office.
Explore the actual Broker Portal and Management Portal screens, from proposal preparation to policies, renewals and commission rules.
Take the product tourA guided tour with demonstration data. No sign-in required.
Broker Portal + Management Portal AI for sales & servicing
Less searching.
More time for clients.
Practical AI assistance for insurers, brokers, bancassurance and SACCOs. Start with one everyday task and the information your team is authorised to use.
Create & compare
Prepare insurance proposals and compare products for a more informed client conversation.
Find policy information
Retrieve relevant policy details to support day-to-day servicing.
Understand your clients
Look up authorised customer information and prepare relevant responses.
Keep follow-ups moving
Support schedules, renewal follow-ups and personalised engagement.
AI assists. Your team reviews and decides.
Agree product knowledge, data access and the selected tasks before use. Measure task time and review output quality.
- Find
- Prepare
- Review
Discuss an AI workflowExplore sales & servicing tools
Available AI tasks, deployment and integrations are agreed during scoping. A tailored demonstration is arranged with the team.
Our platform
The whole operation.
Working as one.
From the first customer conversation to policy servicing and settlement, bring your insurance workflows together.
Broker & Agency Cloud
Connect multi-insurer servicing, renewals and commission workflows.
Carrier Connect
Connect insurance products with distribution channels.
Claims & Assessment
Coordinate assignments, fieldwork and case reporting.
Bancassurance
Connect referrals, proposals, policies and renewal follow-up.
MGA Operations
Bring channel onboarding and settlement into one workflow.
Agent Workspace
Bring policy information, proposals and follow-ups into everyday work.
Compliance & Data
We work with partners to align data residency and processing arrangements with applicable local data protection requirements.
Explore security & privacyCertified management systems
Certifications held by Chengdu Weisifan Technology Co., Ltd. for the activities within their stated scopes.
A clearer path
to your next decision.
Explore how the platform fits your technology, your team and your procurement process.
Keep your systems connected
Understand the ways WiseFin can work with your existing platforms.
Explore integrationKnow the delivery approach
See the project stages, responsibilities and launch decisions.
Explore implementationReview the evidence
Read our security and privacy brief, with certificates and their scopes.
Browse resourcesLet’s build your
next chapter.
Tell us where you want to take your insurance business. Let’s explore how the right technology can help.
Talk to our team