Digital Transformation Boosts High-Quality Growth: CITIC-Prudential Launches Insurance Service Platform

On October 12th, CITIC-Prudential Life Insurance and Dedao successfully held a strategic cooperation launch event for the insurance service platform and the tax-advantaged new product launch. At the event, the "E-Partner" insurance service platform, jointly developed by CITIC-Prudential Life Insurance and CITIC Technology, was officially launched online, marking a key step for CITIC-Prudential Life Insurance to empower insurance agents with "digital intelligence" for efficient customer service.

The launch of the platform is a microcosm of CITIC-Prudential Life Insurance's recent exploration of digital transformation and its commitment to the larger narrative of digital finance. The company is continuously applying leading technologies such as artificial intelligence, big data, and image recognition to serve customers. Currently, digital and mobile applications have covered all business processes, and a significant amount of artificial intelligence and big data technology has been embedded in business functions, greatly enhancing efficiency.

Platform Launch: A New Exploration of Digital Transformation

On the afternoon of October 12th, following the announcement of strategic cooperation between CITIC-Prudential Life Insurance and the lifelong learning knowledge service platform Dedao, CITIC-Prudential Life Insurance released another piece of good news—the exclusive insurance service platform for agents, "E-Partner," jointly developed with CITIC Technology, was officially launched online.

CITIC-Prudential Life Insurance General Manager Chang Ge stated that the launch of the "E-Partner" insurance service platform is the latest exploration of CITIC-Prudential Life Insurance's digital transformation and another measure to excel in digital finance, comprehensively improving financial service efficiency and standards. The platform, empowered by technology, assists insurance agents in obtaining the latest information, tailor-made products, and considerate timely services, thereby providing customers with full lifecycle services and supporting high-quality elderly life in the era of longevity.

It is reported that "E-Partner" consists of four major sections: task empowerment, customer acquisition empowerment, sales empowerment, and data empowerment. From the perspective of agent usage, it upgrades subscriptions, to-dos, schedules, and other settings. With a vast amount of built-in data as support, it combines sales assistance functions such as family policy review, family insurance proposals, and product service centers. It innovatively adds agent micro-stores and content centers to promote customer acquisition, further enhancing the agent's user experience.

Technical Innovation: Continuously Enhancing Visual and Interactive Experiences

CITIC-Prudential Life Insurance Assistant General Manager Jiang Hongwei introduced that in May 2024, the company proposed the concept of a digital service platform to provide customers with higher-quality services and more advanced support for the sales team. After nearly half a year of meticulous refinement by the development team, it finally made a fresh debut. The launch of the platform helps agent partners to deeply understand customer needs, scientifically plan family protection solutions, and provide long-term companionship and sincere services.

According to the development team, in terms of technology application, the "E-Partner" service platform also has many highlights. It enhances visual and interactive experiences through biometric login, immersive solutions, and component-based development; it adopts new architectures and new technical methods to improve access performance and response speed.

In addition to the technological empowerment provided by the new platform launch, the cooperation between CITIC-Prudential Life Insurance and Dedao provides knowledge empowerment for agents. This cooperation will take Luo Zhenyu's New Year's speech as an opportunity to jointly create a comprehensive lifelong education knowledge service for CITIC-Prudential Life Insurance's customers and agents in terms of training, products, and services.Continuous Efforts: Promoting High-Quality Development of Digital Finance

In fact, the launch of this insurance service platform is not the first attempt by CITIC-Prudential Life Insurance in the exploration of "digital intelligence". As early as 2014, CITIC-Prudential Life Insurance introduced the "Xinyitong" App to help insurance marketers achieve mobile insurance policies. Since then, "Xinyitong" has been continuously upgraded, evolving from a single mobile insurance system to a comprehensive platform capable of managing customers, policies, performance, and teams. Especially during the COVID-19 pandemic, CITIC-Prudential Life Insurance timely introduced VR insurance and cloud signature functions, allowing insurance marketers and customers to provide insurance services remotely even if they cannot meet in person.

Now, as a completely new upgraded version of "Xinyitong", "E-Partner" has upgraded from the "tool-based application" era to the "operational, task-based system platform" era. CITIC-Prudential Life Insurance hopes to further empower the new ecosystem of digital marketing management with "E-Partner" and promote the positive development of the company's digital finance business.

Behind this exploration is CITIC-Prudential Life Insurance's continuous efforts to promote the company's digital transformation. The company has always kept pace with technology trends, continuously applying advanced technologies such as artificial intelligence and big data in the practice of serving customers. Currently, digital and mobile applications have covered all business processes including sales, policy operation, customer service, and re-sales, and a large number of artificial intelligence and big data technologies have been embedded in functions such as insurance, underwriting, and re-sales, greatly improving efficiency.

It is reported that CITIC-Prudential Life Insurance will continue to improve the digital finance infrastructure, deeply cultivate insurance digital scenarios centered on customers, and promote the high-quality development of digital finance by fully leveraging the "social stabilizer" function of insurance.