WHO ARE WE
Extensive Expertise in International Insurance
With over 15 years of experience in the insurance industry, we have proudly served more than 5,000 high-end clients worldwide. Our strong partnerships with leading insurance providers have enabled us to achieve an annual premium volume exceeding USD 10 million. Our dedicated team specializes in serving major Asian markets, including Hong Kong, Mainland China, Taiwan, Korea, and Japan. Committed to delivering tailored solutions and exceptional service, we are your trusted partner in international insurance.
WHAT WE DO
Trusted Global Insurance Solutions for Your Future
Supported by leading global insurance providers such as AXA, GENERALI, AIA, Prudential, and others, Insurmart is committed to offering you the most comprehensive and tailored insurance solutions to meet your unique needs. Our flagship product, the Wealth Ultra Saving Plan, exemplifies our dedication to securing a bright and stable future for your loved ones—because the greatest gift you can give is peace of mind and financial security for your family.
Our team of experienced professionals is ready to deliver expert, personalized coverage options designed specifically for you.
Fintech Enhancing Investment Decision-Making
1. Professional Applications
We have developed customized account management software tailored for high-net-worth investors. This platform provides real-time access to comprehensive information, enabling accurate analysis and instant insights into investment accounts. It supports ongoing tracking and diagnostics to optimize your investment strategy
2. Customer CRM
Our AI-powered Customer Relationship Management (CRM) tools empower financial planners to enhance their efficiency. The system allows real-time monitoring of clients’ investment statuses, displays essential client information, synchronizes net asset values, and offers professional analysis and recommendations based on an extensive database, including the latest product updates.
HOW WE DO IT
Our dedicated team is committed to safeguarding you and your loved ones, leveraging innovative technology and expertise to deliver optimal solutions.
International and Premium Product & Platform
We collaborate with over 20 renowned international insurance companies to provide you with the best insurance products and platforms, ensuring global standards of quality and service.
Insurance Technology
Our advanced agent and channel management systems, coupled with sophisticated CRM solutions, enhance operational efficiency. We have also developed automated, user-friendly platforms to maximize productivity, reduce labor costs, and strengthen your market competitiveness.
Professional service
We meticulously analyze and compare market offerings to select the best products for your needs. In addition, we provide comprehensive after-sales support. Our services extend to global wealth management, property agency, accounting, company incorporation, and immigration consultancy—helping you achieve financial freedom and asset protection.
Professional support throughout the entire process
Wealth Management
Guided by the principle of “client-centricity,” our team of industry-leading professionals offers personalized, one-stop wealth management services. From needs assessment and asset allocation to long-term support, we aim to be your trusted partner in preserving and growing your family’s wealth over generations.
Asset Management
Our asset management system focuses on three core pillars: investment research, intelligent product selection, and comprehensive risk control. We offer diversified asset allocation options spanning low to high risk, ensuring compliance and security through rigorous product screening and continuous risk management throughout the investment process.
One-Stop Entrepreneur Management
We provide high-net-worth individuals with holistic management services tailored to their lifecycle and business needs. Built on a foundation of trust, our solutions cover health management, business support, family wealth protection, and succession planning—helping you focus on growth and securing your family’s future.
Partner with a Trusted Global Insurance Leader
Over 100 channel partners worldwide collaborate with us.
The average partnership duration is an impressive 8.5 years, reflecting strong, lasting relationships.
Our channel partners experience an average annual profit growth of 30%.
We offer the most comprehensive agent and channel management programsto support our partners’ success.
Backed by Top-Tier International Insurers
Our valued clients and partners are a testament to our professionalism and dedication. Their trust in us inspires continuous growth and improvement.
We are proud to collaborate with 20 leading international insurance companies, ensuring access to the highest quality products and services.
