AIMS Premier

This is a next-generation mobile sales support platform provided by AIA Premier Partners, a company founded by AIA, the world's No. 1 insurance group, with a distinct origin.

From integrated dashboards to coverage analysis, financial needs analysis, product comparison, and sales activity management, make every moment of your sales journey smarter and more convenient.

AIMS Premier becomes a reliable partner for your No. 1 Master Planner.

[Key Features]

■ Sales Support Dashboard

You can view items requiring immediate action at a glance, such as new contracts, consultation appointments, upcoming birthdays, newly distributed databases, items scheduled for deletion, and unsubmitted mandatory consent forms.

You can visually check monthly sales status and performance trends.

■ Integrated Customer Management

You can register and manage your customers and simplify the consent process.

You can manage your customers' events, activity history, consultations, subscriptions/contracts, mailing history, change history, and consent history all on a single screen.

■ Events & Daily Briefings

We automatically notify you of eligible recipients for various events, such as birthdays, upcoming renewal dates, and changes in retention rates. We provide daily briefing data to support active sales activities.

■ Risk Management for Contracts of Interest

You can create and submit statements of explanation regarding contracts of interest.

We support uploading and downloading attachments for statements of explanation.

■ Coverage Analysis

We provide a comprehensive coverage diagnosis based on existing contract information after completing the customer basic information registration and consent procedures.

You can visually check the status of coverage (sufficient, insufficient, non-enrolled) and overall scores by coverage area.

Based on the analysis results, remodeling and product proposals are available.

■ Product Comparison

You can compare products from partner insurance companies, such as AIA Life, on a single screen.

You can view the coverage amount and premiums paid for each coverage rider together.

On a PC or tablet, you can compare all coverage riders at a glance.

■ Financial Needs Analysis

We support both a simple financial analysis that allows you to quickly check results with minimal information input, and a detailed financial analysis that requires inputting basic information for yourself, your spouse, and children, financial goals, and asset status including income, expenses, and liabilities.

We provide a comprehensive report that diagnoses your financial status and offers suggestions based on your goals.

■ Sales Activity Management

Provides daily briefings on sales opportunities based on integrated customer information and events.

Activity management schedules can be synchronized with Google Calendar, and nearby customer information can be viewed on a map.

Customer consultation history can be systematically registered and managed.

■ Convenience Features

The customer consent process is simplified with mobile electronic signatures.

Supports PDF document conversion.

Integrated notifications covering PUSH, SMS, KakaoTalk, and email help ensure you do not miss important moments.