business platform for insurance agents
- Mobile App Development
- Workflow Automation
- UI/UX Design
Background
SV Group is one of the largest insurance agent teams under Manulife, founded 12 years ago and rapidly expanding across Hong Kong, Macau, and mainland China, with a membership exceeding 2,600. To support the team’s growth, a team management and collaboration app is essential for enhancing communication and coordination. This tool will enable members to streamline workflows, share insights, and ultimately uncover new business opportunities more efficiently.
Solution
To empower a large insurance agent team in boosting business opportunities and enhancing training, AppicIDEA built a digital platform with both web and mobile applications featuring an event application, e-learning modules for training videos and certifications, and webinars hosted by industry experts. A document library fosters collaboration, while an analytics dashboard provides insights into performance metrics. Incorporating feedback mechanisms like surveys helps assess training effectiveness, and secure document storage ensures easy access. These features will significantly enhance agent efficiency and drive business growth.
- Membership System
- Event Management
- Webinar and Zoom Integration
- Subscription Fee Management
