# iYunbao

> Technology platform enabling insurance agents and institutions to grow productivity and service delivery through AI and big data

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | APAC |
| Headquarters | Shanghai, China |
| Founded | 2015 |
| Stage | Growth |
| Employees | 501-1000 |
| Funding | Series C+ |

## Overview

iYunbao (Shanghai Baoyun Network Information Service Co., Ltd.) is an insurtech platform providing AI and big data solutions to insurance agents, brokers, and institutions in China. The company operates under the stated mission of using technology to achieve insurance inclusivity, focusing on tools that help insurance professionals improve business operations and service delivery.

The platform is delivered as an OMO (Online-Merge-Offline) model -- combining mobile applications with offline support -- to make insurance more accessible across the distribution chain. Core capabilities include agent management, real-time market data analysis, claims processing support, customer management, and predictive analytics. The platform is available on iOS and Android and includes a compliance-focused recording application for regulatory requirements.

iYunbao raised Series C funding in May 2025 led by Sun Life Financial, bringing total capital raised to USD 49.1M. A key reference partnership with Baotong Insurance Agency demonstrated a 5x increase in agent count, 8x improvement in agent productivity, and a 4.4x increase in policy issuance. Predictive loss ratio models deployed through the platform have reduced claim amounts by 5% and loss ratios by 10%.

## Products & services

### iYunbao APP

Mobile application for insurance agents and professionals providing access to products, business expansion tools, and client service capabilities.

**Key features:**

- Product marketplace for agents
- Business expansion and client prospecting tools
- Agent performance tracking and analytics

*Target users:* Insurance agents and brokers

### Baotong Double Recording APP

Compliance-focused application for insurance professionals enabling secure recording and documentation of transactions in accordance with Chinese regulatory requirements.

**Key features:**

- Transaction recording and documentation
- Regulatory compliance support
- Secure data handling

*Target users:* Insurance agents, compliance teams

### Digital Platform

Core technology infrastructure supporting agent and institution operations, including data analytics, claims processing support, and customer management.

**Key features:**

- Real\-time market data analysis
- Claims processing and settlement support
- Customer management tools
- Predictive loss ratio modeling

*Target users:* Insurance agencies, carriers, brokers

## Category & focus

- Subcategories: Agent Productivity, Digital Distribution, Mobile Platforms, Analytics & Business Intelligence
- Insurance verticals: Life & Annuity, P&C Personal, P&C Commercial
- Target customers: Agents/Agencies, Carriers, Brokers

## Notable customers

- Baotong Insurance Agency

## Links

- Website: <https://www.iyunbao.com>
- Directory profile: <https://insurtechlist.com/companies/iyunbao/>
- Linkedin: <https://www.linkedin.com/company/iyunbao-technology/>

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*Last updated: 2026\-06\-15*