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Wisefin

Cloud-based insurance agency management platform for intermediaries worldwide

Distribution & Sales Established
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Overview

WiseFin is a cloud-based insurance agency management platform for intermediaries -- agents, brokers, and MGAs -- serving Life & Annuity and Property & Casualty markets across APAC and international markets. Operating under the zhibaocloud.com domain, the company provides subscription SaaS tools that enable digital operations for insurance distribution channels without holding its own insurance distribution licenses.

The platform spans five product lines: a core intermediary management cloud for agencies of varying sizes, a bank-insurance module with regulatory dual-recording compliance, a remote claims appraisal tool, a digital marketing toolkit for agents, and a multi-channel distribution aggregator connecting carriers to intermediary networks. WiseFin holds CMMI Level 3, ISO 27001, ISO 27018, ISO 27701, and ISO 29151 certifications and is available through AWS, Microsoft Azure, and Huawei Cloud marketplaces.

The company works with more than 400 insurance intermediary companies across 4,000+ branch locations, supporting over 500,000 agents directly on the platform. WiseFin's network includes partnerships with 130+ insurance carriers and facilitates USD 15 billion in annual premium transactions. Clients include Fortune 500 enterprises and three of the world's largest insurance brokerage firms.

Products & Services

Intermediary Cloud

A management platform for insurance agencies and brokers of all types, covering daily operations, agent management, and workflow automation. Available in Basic, Advanced, and Pro editions to match different agency sizes.

Key Features

  • Agent onboarding and relationship management
  • Policy tracking and customer records
  • Multi-edition tiering for agencies of different scales
  • Digital workflow automation

Target Users: Insurance agents, independent agencies, and brokerage firms

Bank Insurance Cloud

A specialized module for bank-affiliated insurance sales teams that integrates a dual-recording compliance system to meet regulatory requirements in bank-insurance distribution channels.

Key Features

  • Dual-recording system for compliance documentation
  • Bank-insurance sales workflow management
  • Regulatory reporting integration

Target Users: Banks and bancassurance distribution teams

Appraisal Platform

A remote claims inspection platform for adjusters and third-party administrators, enabling claims assessment without requiring on-site visits.

Key Features

  • Remote inspection and digital evidence capture
  • Claims workflow management
  • Integration with insurer claims systems

Target Users: Claims adjusters and TPAs

Smart Insurance Toolkit

A digital marketing and customer acquisition platform for insurance agencies, supporting lead generation and client engagement through digital channels.

Key Features

  • Digital marketing tools for agency promotion
  • Lead management and customer engagement
  • Agent-level marketing automation

Target Users: Insurance agencies and independent agents

Insurance Channel Aggregation

A multi-channel distribution platform connecting insurers to intermediary networks, streamlining how carriers reach agents and brokers across multiple channels.

Key Features

  • Multi-channel distribution management
  • Intermediary network connectivity for carriers
  • Distribution workflow integration

Target Users: Insurance carriers

At a Glance

Headquarters
Hong Kong

Category & Focus

Category
Distribution & Sales
Subcategories
Agency Management System Digital Distribution MGA Platform
Insurance Verticals
Life & Annuity P&C Personal P&C Commercial
Target Customers
Agents/Agencies, Brokers, MGAs/MGUs, Carriers

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Last updated: 2026-07-22