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Individual Insurance Sales Management System of a Leading Life Insurance Company

Client Background

The company´s existing sales management system was built on a legacy standalone relational database and implemented using stored procedures or proc/java-stored procedure combinations. With the growing demand for digital distributed architectures and big data capabilities, a technical upgrade became imperative. Additionally, following the regulatory notice issued at the end of 2020 on promoting independent personal insurance agents, the individual insurance sales model is set for significant transformation—necessitating a corresponding system overhaul.


Business Challenges

Frequent changes in sales hierarchy, constraints of basic law rules, and personnel movement or reassignment all directly affect the commission calculation logic.


Solution
The system adopts the "Low Coupling + Parameterization" concept.

The system adopts the "Low Coupling + Parameterization" concept.

Using the latest technologies

SpringCloud and Vue—combined with years of industry experience, a modernized sales management system was developed.

By leveraging Xin Chuang technologies and distributed database solutions

GienTech delivered a next-generation insurance sales management system (including channel commission calculations), empowering the insurer with flexible rule configurations and enabling innovation through digital transformation.

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