Baoxianshi

Digital tools and a white-label platform helping insurance agents grow their book of business in China.

Distribution & Sales Growth Series A+

Overview

Baoxianshi (保险师) is a Chinese insurtech solutions provider developed by Weiyi Technology (Hangzhou) that equips insurance agents with digital tools for lead generation, client management, and insurance plan creation. The platform addresses a core challenge in the Chinese insurance market -- the productivity and professionalism gap among the millions of individual insurance agents -- by providing a mobile-first workspace that consolidates product information, client tracking, and sales materials.

The company also offers a white-label version of its platform, enabling insurers and brokerages to deploy branded agent portals under their own identity. Founded in 2014, Baoxianshi has attracted institutional backing from prominent investors including Ant Group, CMC Capital Partners, Source Code Capital, Fengshion Capital Partners, and Gopher Asset Management.

Products & Services

Agent Mobile App (保险师 App)

A mobile application for insurance agents that provides access to up-to-date product information, plan creation tools, and product training content.

Key Features

Real-time insurance product information and updates
Insurance plan generation and proposal tools
On-demand product training and certification courses
Agent performance tracking

Target Users: Individual insurance agents and sales teams

Lead Generation Tools

Digital prospecting tools designed to help agents identify, qualify, and engage potential customers more efficiently.

Key Features

Lead capture and qualification workflows
Prospecting campaign support
Client outreach templates

Target Users: Insurance agents and brokers

White-Label Agent Management Platform

A customizable, white-label infrastructure that allows insurance companies and brokerages to build branded agent-facing portals and management systems.

Key Features

Fully branded agent portal deployable under insurer or agency identity
Customer base management and segmentation
Integration with insurer product catalogs
CRM functionality for tracking policyholder relationships

Target Users: Insurance carriers, brokerages, and agency networks

At a Glance

Founded: 2014
Headquarters: Hangzhou, China
Funding: Series A+

Category & Focus

Category: Distribution & Sales
Subcategories: Agent Management System Agent Productivity Tools White-Label Distribution Platform
Insurance Verticals: Life & Annuity P&C Personal P&C Commercial
Target Customers: Agents/Agencies, Carriers, Brokers