Ongoing commission
10–20%
of net subscription income
Pricing
Pricing for referred members agreed by the platform
Referral status tracked on the platform
Transparent income statements
No technical work needed
EVERY SEAT, EVERY MONTH
What each seat includes
Every agent you refer gets this full allowance — an easy offer to recommend.
8×
Content packs
30-second 1080P video each
One idea becomes a full campaign: bilingual social post, caption, a 30-second story video, a landing page with image and enquiry form, plus a 7-day to-do list.
16×
Meeting notes
up to 30-minute transcription each
Upload a fact-find recording (Cantonese, English or Mandarin). AI transcribes, summarises and pre-fills the client case for you to review and save.
12×
Proposals
3–5 pages, 3 languages
Structured client proposals drafted from saved needs and comparisons. Unsupported facts are marked "To confirm"; PDF export after licensed sign-off.
12×
Product comparisons
side-by-side, source-cited
Compare products side by side: summary, features, coverage, terms and critical insights. Every cell quotes the official brochure it came from.
20×
Follow-up drafts
renewals, servicing, re-engagement
Ready-to-send messages for enquiries, renewals and service requests. You edit and send through your own WhatsApp or email.
Plus everything in the workspace
CRM, lead capture, product library and reminders are included without counting against your allowance.
Included workspace features
Client CRM
Contacts, cases, pipeline and Today's Work in one place.
Lead capture
Enquiry forms create contacts automatically and open WhatsApp to you.
Outreach agent
Suggests who to follow up today and drafts the message.
Product library
Shared official brochures plus your own uploads, searchable with cited answers.
Appointments & renewals
Reminders and next actions so nothing slips.
Licensed sign-off
Exact-version approval before any advice document is shared.
From first post to signed proposal
AI drafts every step. You review and approve.
- 01
Create a content pack
- 02
Publish landing page
- 03
Enquiry becomes a contact
- 04
Record the meeting
- 05
Compare products
- 06
Draft & sign off proposal
- 07
Follow up on WhatsApp
Common questions
What happens if I use up my allowance?
Your records stay intact. Add-on packs will be available; you are told before anything is charged.
Does AI send messages or post for me?
No. AI drafts; you review, approve and send through your own channels.
Do I need my insurer to connect?
No. The workspace is standalone for your own clients and content.
Do unused allowances roll over?
Allowances reset monthly per seat. Final terms are in your agreement.
Illustration only. Final prices, allowances, trial and refund terms are confirmed in your written agreement. Online payment is coming soon; no payment is taken on this page.
InsuranceAI Pro is in testing. This is a demonstration platform — content, features and data are for evaluation only and do not constitute insurance advice or a live service.
LET’S TALK
Tell us about your plans.
Our team will reply with a demo and the offer that fits you.