H-Planner

Insurance Consulting & Customer Care Solution - SMART - INTUITIVE - EFFECTIVE

H-Planner - Your Smart Insurance Advisory Assistant Designed exclusively for financial insurance advisors, H-Planner helps you manage clients more professionally, deliver more personalized consultations and close deals more effectively.

Everything You Need in One App From the very first meeting to contract signing, H-Planner is with you every step of the way:

Smart Survey - Gather client information through intuitive, step-by-step questions. PLY (People Like You) statistics appear instantly after each answer, helping you open conversations naturally and persuasively.

Life Planning - Help clients visualize their entire financial journey: marriage, children, home, car, retirement. A life cost chart updates in real time with every plan added, giving clients a clear picture of what they need to prepare for.

Risk Report - Visually compare the "No Insurance" scenario against available product types (ILP, UL, CI, WLE). Clearly illustrate the financial gap when risk strikes, the foundation for uncovering needs in an authentic, compelling way.

AI Virtual Assistant - Personalized to each client profile. Get suggestions for conversation starters, consultation content, client care messages, and real-life scenario practice, all in seconds.

Client Management Like Never Before Create client profiles from contacts, business card scans, or manual entry. Track the 4-step consultation progress for every client at a glance. Log interests and surface relevant news to always have something to talk about. Visualize relationship networks between clients with an intuitive diagram.

AI-powered and intelligently guided, H-Planner brings everything a consultant needs into one seamless platform, so you can work smarter, advise with confidence, and deliver an experience your clients will trust.