BiSIC Insurance Division

Focused on the life insurance sector. We track insurance industry trends and the day-to-day needs of agents, and develop professional sales-support systems for financial advisors — boosting both agent expertise and sales effectiveness.

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What We Do?

A track record of working with 12 life insurance companies

Drawing on years of marketing and service experience with the PDA Mobile Life Insurance Advisor system and policy review systems, we successfully integrated life insurance, property insurance, securities, investment advisory, and banking into a single "Mobile Financial Advisor System".
And by combining mobile technology with AI, we deliver the technology-driven services the insurance industry needs — unlocking the full marketing potential of an integrated group.
Deep Policy-Review Experience

Across the desktop "Super HuaTuo," the cloud "Cloud HuaTuo 2.0," and the mobile "Mobile HuaTuo," nearly 60,000 insurance agents have used our systems.

Complete Insurance Solutions

Our specialist team covers proposals, applications, agent performance management — whatever the requirement, we have the right solution.

Nationwide Sales & Service Coverage

A full-strength technical and sales-service team — whether for marketing, service, or troubleshooting, we deliver direct, efficient support.

Product Showcase

Cloud HuaTuo 2.0

The system delivers a professional investment-needs questionnaire and needs-tier framework that allocates a client's investable assets across tiers. The tiers cover: protected cash flow, short-term investment, medium-/long-term investment, and high-risk investment.

SIC Super HuaTuo

The system provides a best-in-class asset allocation framework. It uses Markowitz's MV optimization model, plus a Black-Litterman model that incorporates asset size and forward market outlook, to construct portfolios that combine strategic and tactical allocations.

mAgent Mobile HuaTuo

The industry's first cross-platform professional software for mobile devices. Available on iOS and Android tablets and smartphones, mAgent Mobile HuaTuo solves the headache of client data not traveling with you — letting you answer client questions on the spot and turn that into more business.

HuaTuo i-Body

SoftBI's iPad-only mobile app — a first in the insurance industry! Centralize client data, get a handle on your book, understand client needs and the market, and close policies with ease.

HuaTuo Secretary

The most capable sidekick for insurance agents. Available on iOS and Android tablets and smartphones, HuaTuo Secretary solves the headache of client data not traveling with you — letting you answer client questions on the spot and turn that into more business.

Insurance Division

Go to ins.softbi.com