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Financial Agency

Insurance distribution BPO, system solutions, and IoT services for Japan's insurance industry

Distribution & Sales Established Public
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Overview

Financial Agency is an insurance technology solutions provider serving carriers and insurance companies across Japan and India. The company operates three business lines -- insurance distribution BPO, system solutions, and IoT services -- serving 58 insurance company partners and 86 corporate clients across life, property and casualty, and short-term insurance lines.

The company develops proprietary platforms for insurance distribution and administration, including an AI-powered quotation service (Hodengi) that matches customers with insurance plans, and an insurance aftercare platform (Yotsuba) for post-purchase customer support. System solutions include customer information management, policy administration, claims processing, and real-time analytics tools deployed for insurance carrier partners.

Founded in 2007 and publicly listed on the Japanese stock market, Financial Agency employs 728 staff across Japan and a subsidiary in India. The workforce has a 95.1% Financial Planner (FP) certification rate and serves as a significant infrastructure layer for Japan's insurance distribution ecosystem.

Products & Services

Hodengi (保デジ)

An AI-powered insurance quotation platform that presents users with insurance plans matched to their individual needs by analyzing product databases and user requirements.

Key Features

  • Algorithmic insurance plan matching and recommendation
  • Simplified user interface for quotation and plan comparison
  • Integration with insurance carrier product databases

Target Users: Insurance consumers and carrier distribution channels

Yotsuba (よつば)

An insurance aftercare service for resolving insurance-related concerns following policy purchase, supporting customer retention.

Key Features

  • Post-purchase customer support and concern resolution
  • Policy management assistance
  • Customer retention workflows for carriers

Target Users: Policyholders and carrier customer service teams

Insurance Distribution BPO

End-to-end business process outsourcing for insurance distribution operations.

Key Features

  • Product planning support and market analysis
  • Multi-channel sales support (telephone, email, web)
  • Customer support and claims processing
  • Digital contact center operations
  • Telemedicine and health insurance cross-selling (via India subsidiary)

Target Users: Life and P&C insurance carriers

System Solutions

Proprietary system development and maintenance for insurance company operations.

Key Features

  • Customer information management systems
  • Policy administration systems
  • Claims processing platforms
  • Real-time data analytics and reporting tools

Target Users: Insurance carriers

Insurance IoT Services

Integrated IoT services connecting insurance operations with digital platforms.

Key Features

  • Device integration for risk data collection
  • Risk assessment and real-time monitoring
  • IoT-triggered claims processing

Target Users: Insurance carriers

Cybersecurity Insurance Service

Automated cyber insurance attachment to cybersecurity-related products, combining risk assessment with bundled protection.

Key Features

  • Automated cyber insurance attachment
  • Risk assessment for cybersecurity products
  • Bundled coverage and protection

Target Users: Corporate clients and insurers

FA Money Magazine

A financial information platform supervised by financial planners, providing educational content and insurance guidance.

Key Features

  • Financial planner-supervised content
  • Insurance education and guidance
  • Consumer-facing money information

Target Users: Consumers

At a Glance

Founded
2007
Headquarters
Tokyo, Japan
Employees
501-1000
Funding
Public

Category & Focus

Category
Distribution & Sales
Subcategories
Insurance BPO Policy Administration Digital Quotation Insurance IoT
Insurance Verticals
Life & Annuity P&C Personal P&C Commercial Health
Target Customers
Carriers

Customers

  • 58 Japanese insurance company partners (life, P&C, and short-term)
  • 3 major Indian P&C carriers (via India subsidiary)

Last updated: 2026-07-15