Hippo Insurance
CRM and policy management platform for insurance professionals in Taiwan
Overview
Hippo Insurance (河馬保險) is a B2B SaaS platform providing CRM and policy management tools for insurance agents and brokerages in Taiwan. The platform targets the information gap between policyholders and their agents by offering tools that help professionals organize client portfolios, communicate proactively, and deliver transparent service.
The platform offers a three-tier product suite delivered via web and mobile: a web-based agent dashboard, a mobile app for agents in the field, and a policyholder-facing app that consolidates policy details from multiple carriers. An AI assistant, HiroAI, was integrated in late 2025 to enable natural-language queries across policy data for both agents and clients.
As of mid-2026, the platform serves more than 4,000 active insurance professionals and manages policies for over 60,000 policyholders across Taiwan. Customers include insurance brokerages (保經) and independent agents who use the platform as their primary client management and engagement system.
Products & Services
Policyholder App (保戶版 App)
Mobile application for insurance policyholders that consolidates policy details from multiple carriers in accessible language.
Key Features
- Household policy consolidation across multiple insurers
- Automated premium payment reminders and birthday notifications
- Family policy sharing functionality
- Direct in-app communication with assigned agents
Target Users: Insurance policyholders
Agent Web Platform (業務版 Web)
Browser-based platform for insurance sales professionals and brokerages to manage clients and deliver service.
Key Features
- Policy diagnostics and premium calculation tools
- Client CRM with tiered segmentation and labeling
- Policy recommendation engine
- Automated service communication workflows
Target Users: Insurance agents, brokerages
Agent Mobile App (業務版 App)
Cross-platform mobile application for insurance professionals providing on-the-go client management.
Key Features
- Mobile access to client portfolio and policy data
- Real-time CRM tools optimized for field use
- Transaction and service delivery from mobile
Target Users: Insurance agents
HiroAI
AI-powered conversational assistant integrated into both the policyholder and agent platforms, launched in late 2025.
Key Features
- Natural language policy queries for agents and policyholders
- Intelligent information retrieval across policy data
- Integrated into existing app interfaces
Target Users: Insurance agents, policyholders
At a Glance
- Headquarters
- Taiwan
- Employees
- [Unknown]
- Funding
- [Unknown]
Category & Focus
- Category
- Customer Engagement
- Subcategories
- CRM Policyholder Portal Agent Tools Mobile Apps
- Insurance Verticals
- Life & Annuity P&C Personal
- Target Customers
- Agents/Agencies, Brokers
Customers
- Insurance brokerages (保經) across Taiwan
- Independent insurance agents
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Last updated: 2026-06-25