# GoUP Tech

> AI\-assisted marketing and sales software for life insurance brokers and agents

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | APAC |
| Headquarters | Taipei City, Taiwan |
| Founded | 1991 |
| Stage | Established |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

GoUP Tech is a distribution and sales software provider for life insurance brokers and agents, based in Taipei, Taiwan. Founded in 1991, the company narrowed its focus to insurance marketing and sales technology in 1993 and pairs licensed life-insurance consultants with in-house engineering staff to build its products.

The company's flagship offering, marketed as S(AI)aS ("Software with AI as a Service"), bundles proposal generation, mobile application and underwriting, and policy-portfolio health diagnostics into a single suite delivered as a mobile- and cloud-based platform for individual agents, brokerages, and insurance groups. A separate, longer-running multi-channel proposal and application system supports the same workflows for agents and brokers, alongside PcWinner Insurance Winner, a packaged consumer product on the market for more than a decade.

GoUP reports serving more than 30 life insurance companies domestically and internationally, with tens of thousands of professionals using its proposal and application systems daily and close to 10,000 individual users of PcWinner. The company remains privately held, with no external funding rounds identified. In April 2024 it established a subsidiary, Domaintelligent Tech (DoIT), to apply international AI products across industries beyond insurance.

## Products & services

### S\(AI\)aS Platform

An AI-assisted software suite for insurance and wealth-management professionals, comprising three components.

**Key features:**

- CloudWinner\(AI\) \- an insurance\-agent community platform covering customer/policy management, policy\-portfolio health assessment, financial\-planning tools, and proposal generation
- CloudWE Broker\(AI\) \- an administration and back\-office platform for brokers and insurance groups, covering sales\-performance tracking, bonus/commission and HR management, and agency networking tools
- Wealth Management Platform \- financial\-planning and training modules covering wealth transfer, trust planning, investment, retirement, and insurance planning for affluent\-client conversations

*Target users:* Individual agents, insurance brokers, and insurance groups

### Multi\-Channel Insurance Marketing & Sales Platform

A proposal, underwriting, and portfolio-management toolset for insurance agents and brokers.

**Key features:**

- Multi\-Channel Insurance Proposal System \- agent\-facing proposal and application tool with policy\-portfolio health diagnosis and standardized workflows
- Mobile Insurance Application System \- tablet\-optimized application and underwriting tool with e\-signature capture, optional biometric data collection, application tracking, backend API integration, enterprise app\-portal integration, and online payment support
- Proactive Insurance Policy Portfolio Health Diagnosis System \- browser\- and mobile\-accessible customer management, activity tracking, portfolio health diagnosis, and sales\-goal tracking

*Target users:* Insurance agents and brokers

### PcWinner Insurance Winner

A packaged consumer product on the market for more than 10 years, with an installed base described by the company as close to 10,000 individual users.

*Target users:* Individual insurance consumers

## Category & focus

- Subcategories: Agency Management, Proposal & Application Systems
- Insurance verticals: Life & Annuity
- Target customers: Agents/Agencies, Brokers

## Links

- Website: <https://www.gouptech.com>
- Directory profile: <https://insurtechlist.com/companies/goup-tech/>
- Linkedin: <https://gr.linkedin.com/company/gouptechs>
- Products: <https://www.gouptech.com/products>
- Website \(chinese\): <https://www.gouptech.com.tw>

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*Last updated: 2026\-08\-10*