One platform, every channel. We streamline professional B2B sales journeys for Agency, Bancassurance and broker, while simultaneously enabling frictionless B2B2C distribution.
We eliminate 'tool friction' to maximize agent face-time, shifting the focus from POS navigation to high-value customer advisory.
Go beyond individual data with a comprehensive family-linked CRM. By visualizing entire household profiles and policy histories, advisors can uncover deep-rooted needs and identify high-probability cross-sell and upsell opportunities.
Built to meet strict regulatory mandates, our engine ensures 100% compliance by automating the suitability and affordability process. Through sophisticated goal-based simulations, it transforms unique client needs into personalized, high-value recommendations by mapping identified gaps directly to the most appropriate product solutions.
Seamlessly transform FNA data into precise, compliant proposals and comprehensive illustration reports. Our engine supports real-time "what-if" simulations, allowing for instant adjustments to premiums and benefits while ensuring every scenario remains strictly within pre-defined appropriateness standards.
Our contextual, reflexive process adapts to client inputs in real time, instantly validating underwriting and compliance requirements. By capturing high-quality, pre-verified data at the source, the system eliminates traditional friction and significantly boosts STP rates.
Our 100% paperless journey enables agents and customers to review and execute digital signatures on the fly, binding the policy instantly. With integrated QR code and credit card payment gateways, the entire transaction from application to premium collection—is completed in a single, secure session, transforming complex onboarding into a sophisticated, digital-first journey.
Experience the next frontier with Embedded Agentic AI. NanoPOS integrates intelligent agents to fundamentally elevate advisor productivity. By automating the cognitive load of routine management and providing personalized support at every touchpoint, we empower advisors to deliver an elite level of service that was previously impossible—driving both long-term retention and accelerated sales growth.
Our 100% paperless journey enables agents and customers to review and execute digital signatures on the fly, binding the policy instantly. With integrated QR code and credit card payment gateways, the entire transaction from application to premium collection—is completed in a single, secure session, transforming complex onboarding into a sophisticated, digital-first journey.
Empowering insurers with an end-to-end digital point-of-sales system that automates complex regulatory requirements while processing billions in APE.
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Customer / Advisor Centricity
CRM
Financial / Risk Profile & Recommendation
FNA
Quick & Full Quotation
Quote
Interactive / Goal Seek
Simulation
Reflexive Questions
eApplication and Underwriting
E-signature &
Geo-location Check
Remote/ e-signature
Auto Filling & Validation
OCR ID & Credit Card
Credit Card Mixed /
Split Payment
Payment
e-Policy
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One of top 5 MDRT life insurance carriers in Hong Kong slashed its comprehensive sales journey from 60 minutes to just 20, achieving 97% customer satisfaction.
