Create & compare
Prepare insurance proposals and compare products for a more informed client conversation.
WiseFin in Kenya
Less manual work.
Clearer operations.
Connect policy administration, renewal follow-ups and commission workflows around the systems your team already uses. Start with a practical improvement for your business in Kenya.
Kenya-based client contacts.
China-based product and technical support.
Inside WiseFinManagement Portal
Your work. Your starting point.
Find the next
useful improvement.
Choose a workflow that matters to your team. Connect the daily friction to a practical solution and a result you can measure.
Keep renewals moving.
Put AI to work.
When client records, insurer portals and spreadsheets sit apart, your team spends time finding policy information, chasing renewals and checking commission records.
Bring multi-insurer servicing, client relationships and commission workflows into one operating view, with AI assistance for agreed sales and service tasks.
- Policies
- Follow-ups
- Commissions
- Keep policy administration and renewal follow-ups connected.
- Configure commission rules and investigate mismatches.
- See leads, referrals and the next client action.
Policy records
Success measures to agree
- Servicing turnaround time
- Renewal follow-up completion
- Reconciliation hours
Establish the baseline and review comparable tasks or record volumes during a focused paid pilot.
From customer referrals
to insurance growth.
A referral can lose momentum when its owner, application progress and next action are spread across branches, inboxes and insurer systems.
Connect the insurance sales journey with clearer ownership, follow-ups and AI assistance. Give relationship managers and operations a shared view of customer progress.
- Referral
- Proposal
- Policy
- Renewal
- Track referrals, owners and next actions.
- Coordinate policy servicing, renewals and branch activity.
- Bring commission allocation and reconciliation into the workflow.
Proposal preparation
Success measures to agree
- Referral-to-policy conversion
- Application turnaround time
- Follow-up completion
Establish the baseline and review comparable tasks or record volumes during a focused paid pilot.
Your core system works.
Make the next improvement count.
Manual record matching, scattered commission rules and unresolved differences can make finance reviews slow and management reporting harder to prepare.
Strengthen reconciliation and operational controls alongside existing systems. Start with one defined workflow, then agree the records and interfaces needed to support it.
- Cross-check
- Review exceptions
- Resolve
- Compare commission records and investigate mismatches.
- Make discrepancies and follow-through visible.
- Configure commission structures around your operating model.
Commission rules
Success measures to agree
- Reconciliation hours
- Unmatched records
- Resolution time
Establish the baseline and review comparable tasks or record volumes during a focused paid pilot.
Available modules, AI tasks, insurer interfaces and data arrangements are agreed during scoping. The measures above guide an evaluation; they are not claims of achieved customer results.
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.
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.
China market experience
Experience behind
the conversation.
WiseFin brings the operating experience of Zhibao Cloud in China to international projects. Discuss the workflows, deployment scope and evidence relevant to your team.
130+Insurance companies
400+Intermediary companies
Selected clients in China
- Generali China Life
- Marsh (China)
- Mercer China
Client references describe the China business. The modules and results of any particular engagement are discussed separately.
Explore the real product screens and the operating company’s security credentials as the starting point for your evaluation.
Figures and selected China clients are stated in WiseFin’s Kenya market materials. International interfaces and project outcomes are confirmed for each engagement. Download the broker overview
Your Kenya contacts
Start with people
who know the work.
Connect with Benedict or Elsy about your organisation, your operating priorities and the next useful conversation.
Market Development & Partnerships · Kenya
Benedict Oyondi
Brokerage, distribution & business development
Benedict brings insurance business development experience spanning Old Mutual, Zamara Risk & Insurance Brokers and CPF Financial Services. His work has covered brokerage growth, distribution relationships, corporate insurance and employee benefits.
Start a conversation about your business priorities, partnership opportunities and a focused product demonstration.
Email BenedictBenedict.shikanda.oyondi@wisefin.tech
Insurance Partnerships & Operations · Kenya
Elsy M. Nyaga
Bancassurance, healthcare & client operations
Elsy brings experience in bancassurance from Family Bank and in regional business development and operations from Bliss Healthcare. Her background spans insurance partnerships, customer journeys, service coordination, and operational improvement, closing the gap between institutions and the customers they serve.
Discuss your day-to-day workflows, client-service priorities and the practical fit of WiseFin for your team.
Email Elsyelsy.m.nyaga@wisefin.tech
Working together
Local coordination.
Technical depth.
Kenya-based client contacts connect the business conversation with WiseFin’s product and technical team in China. Clear ownership is part of the project plan.
Kenya client contact
Business priorities, demonstrations and project coordination. A named contact keeps the business conversation moving.
Your project lead
A customer-side administrator coordinates users, access approvals, operational feedback and acceptance of the agreed workflow.
WiseFin technical team
Product configuration, agreed interfaces and technical investigation, with an identified owner for escalation.
Agree the service plan before launch.
Document service hours in East Africa Time (EAT), issue priorities, response targets, escalation contacts, planned changes and any on-site support. Coverage is agreed for each engagement.
Review the delivery approachCompliance & Data
Clarity before
data moves.
For deployments in Kenya, we work with partners to align data residency and processing arrangements with Kenya’s Data Protection Act, 2019.
Where is the data?
Agree production, backup and recovery locations. Review any cross-border data flow and the safeguards applicable to the proposed arrangement.
Who can access it?
Define controller and processor responsibilities, permitted support access, approval and logging arrangements, and data-processing terms.
Which services are involved?
Map the data shared with insurers, infrastructure providers and any messaging or AI services included in the agreed scope.
What happens through its lifecycle?
Document retention, return and deletion, handling of data-subject requests, and incident-response contacts and responsibilities.
Kenya’s ODPC explains the principles of purpose limitation, data minimisation, retention and safeguards for transfers. Read the official guidance
Evidence you can review
Four certifications.
One named operating company.
Chengdu Weisifan Technology Co., Ltd., the company behind WiseFin and Zhibao Cloud, holds the certifications listed on our security page. Review each certificate’s scope, validity and verification record.
ISO/IEC 27001 · 27701
27018 · 29151
Project-specific hosting, registrations and insurance permissions are assessed separately from management-system certification.
Questions for
a first conversation.
The practical details your business, technology and procurement teams may want to cover.
Who can I speak with in Kenya?
Benedict Oyondi and Elsy M. Nyaga are our Kenya-based client contacts. Email either person using the links above to discuss a business need, arrange a demonstration or plan a technical conversation. Product and technical support are provided by the China team within the agreed project scope.
Can we start with one workflow?
Yes. We can discuss a focused pilot around a defined user group and business task. Agree the scope, data access, responsibilities, commercial terms and success measures before work begins. Connections to your systems and insurers are assessed as part of that scope.
Will our data be hosted in Kenya?
The hosting location is agreed for each project. Production data, backups, recovery environments and permitted support access are reviewed together. A Kenya-based contact, this website or an ISO certificate does not by itself confirm a particular hosting location.
How do we agree support coverage?
The service plan should name your account contact, customer administrator and technical escalation owner, then define service hours in East Africa Time, issue priorities, response targets and escalation steps. Coverage and commitments are agreed for the engagement.
Are Kenyan insurer and payment connections already included?
Connections depend on the participating organisations, available interfaces and agreed scope. Existing China connections are experience, not proof of a Kenyan integration. Insurer or payment access, permissions, data mapping and acceptance tests are confirmed before a connection is committed.
What should we bring to a first conversation?
A short description of your organisation, the workflow you want to improve, the systems you use and the people who will evaluate the result. An example using synthetic or anonymised data is useful; policyholder records and identity or medical documents are not needed for an initial enquiry.
Continue the conversation
Bring your team
into the discussion.
Share a one-page Kenya overview with your colleagues in operations, finance or technology. Choose the workflow you want to explore together.
Brokers & agencies
Broker workflows
Policies, renewal follow-ups, commissions and sales visibility.
Download overview One page · PNGBanks & SACCOs
Bancassurance & SACCOs
From customer referrals to proposals, policies and renewals.
Download overview One page · PNG
Insurer teams
Insurer finance & operations
Commission reconciliation and controls alongside existing systems.
Download overview One page · PNG
Sales & service teams
AI sales & servicing
Practical assistance with authorised data and human review.
Download overview One page · PNG
Your next step
Bring one workflow.
Make the next step clear.
Start with your current process, the people involved and the outcome you want to improve. Plan a relevant demonstration, agree a paid pilot with a defined scope and baseline, then review the evidence before expanding.