iYunbao

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

Distribution & Sales Growth Series C+

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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

At a Glance

Founded: 2015
Headquarters: Shanghai, China
Employees: 501-1000
Funding: Series C+

Category & Focus

Category: Distribution & Sales
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