Client Search
Find customers by name, IC/business number, phone, email, policy number, vehicle number, insurer, or expiry month.
Workspace Preview
BaoXianFlow
保险动
Client search, renewal tracking, proposal forms, nomination forms, receipt tracking, email packages, and reports for general insurance agents.
Workspace preview with sample records.
General insurance cockpit
Daily operations flow
- 1Search client and policy records.
- 2Track renewals by expiry date and roadtax date.
- 3Prepare proposal, nomination, and renewal document packages.
- 4Prepare manual email packages for insurer officers.
- 5Review receipts, commissions, and Excel-style reports.
Renewal Tracking
Monitor expired policies, due windows, customer calls, receipts, and agency/self-renewal outcomes.
Document Packages
Keep proposal and nomination form preparation in a secondary module with official PDF mapping clearly marked as future work.
About BaoXianFlow
A general insurance operations workspace, not an insurer portal.
BaoXianFlow helps agents manage client records, renewals, document packages, receipts, and reporting for the pilot workspace. Charis remains the pilot group.
Discuss the pilot
Email forms@charis.example or call +60 3-1234 5678 for pilot access discussion.