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Next-Generation Insurance Sales Management System

Built on the core principles of "Low Coupling + Parameterization" to flexibly adapt to regulatory rule changes.

Industry Background

In recent years, the insurance industry has grown rapidly, with increasingly diversified sales channels and business models. As a result, sales management systems have become more complex. The underlying sales governance rules, or “basic laws,” are updated annually. Each change typically requires the system to be redeveloped, as parameters cannot be flexibly configured via a user interface. Instead, IT professionals must manually configure the rules and deploy them to the production environment through scripts. A simple update can take a month to develop, while more complex changes can require over three months, involving multiple phases—requirements, development, testing, operations, and business validation—and a team of at least six people. To address these pain points, GienTech has developed a next-generation insurance sales management system that allows for flexible configuration of rule parameters, significantly reducing both the development cycle and maintenance costs for insurance institutions.

Product Overview

The “basic law” forms the foundation of sales management, with core functionalities—such as organizational structure, personnel grading, reporting lines, relational benefits, commissions, and performance evaluation—all dependent on these rules. Thus, any change to the basic law necessitates a corresponding update in the sales management system.


The system adopts a "Low Coupling + Parameterization" approach to address these issues. Front-end functionalities related to the basic law are configured through parameters. The system architecture is modular and decoupled from business rules, allowing parameters to drive the system. When the basic law changes, related functionalities automatically adapt.

Case StudiesView More
Individual Insurance Sales Management System of a Leading Life Insurance Company

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