Digital Tools And Training Support

	CRM (客戶關係管理平台)
	Exclusive customer relationship management tool in the market One-click to see customer and potential customer portfolios (including policies information, customers relationship, and AI-recommended product suggestion etc.) Ride on the iSay platform to discover sales and recruitment opportunities

	iPA (智能助理)
	Personal assistant for individual financial planner One-click to see sales performance of oneself and the team Immediate assistance from responsive chatbot

	i-Recruit (友招募)
	24/7 One-stop digital recruitment platform Fully support training, interview and contracting Unique Aptitude test (Career Aptitude Test) in the market to explore individual's potential AI interview to select potential prospects

	iAcademy (友學院)
	Online learning and resources hub with courses over 14000 hours Reliable learning partner in IIQE and on career path Comprehensive materials about insurance product, compliance and sales techniques AI recommendation engine to provide tailor-made training advice

	iPOS (友邦電子銷售平台)
	Electronic point-of-sales application Always keep financial planners accompany during sales Policy proposal generation and application

	iFHC (全保理財分析)
	Financial calculator to check financial health Big data analysis for saving/health/ financial needs to achieve all-round protection coverage Enhance convincingness and efficiency

	iEngage (友幫手)
	Portal to delivery latest market and company news Timely notification of new opportunities Performance tracking on sales and large-scale contest

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