Toyotsu Insurance Partners, an in-house insurance agency for a general trading company-affiliated firm, decides to implement "hokan®︎"

Hokan Inc. (Hokan, headquartered in Chuo-ku, Tokyo; President and CEO: Izuru Yokotsuka; hereinafter referred to as "our company"), which provides the cloud-based insurance agency system "hokan®︎" that enables "appropriate sales activities" and "a robust organizational audit system," announces that Toyotsu Insurance Partners Co., Ltd. (headquartered in Nagoya, Aichi Prefecture; President and CEO: Shigeki Maeda; hereinafter referred to as "Toyotsu Insurance Partners") has decided to implement "hokan®︎".

The system implementation aims to improve operational efficiency and eliminate reliance on individuals by integrating and centrally managing customer information dispersed across multiple systems, and by visualizing and standardizing sales processes. Furthermore, by establishing a foundation for sharing and utilizing customer voices (VoC) throughout the organization, we expect to achieve continuous service improvement that captures customer needs.

Our company will continue to pursue its mission of "updating and upgrading the insurance industry" by solving fundamental challenges in insurance practice with technology in response to ever-changing industry trends, aiming to become the most trusted OS company in the insurance industry. Through the widespread adoption of "hokan®︎," we will work towards realizing a society where everyone can properly and appropriately enjoy insurance products.

Background and Challenges

The insurance industry is at a major turning point with the enforcement of the revised Insurance Business Act on June 1, 2026, and there is a strong demand for the realization of "customer-centric business operations." While a fundamental transformation of business models, including strengthening governance and reviewing sales processes across the entire organization, is necessary, the practical implementation of these changes has become a management challenge for many insurance agencies.

Toyotsu Insurance Partners, boasting one of the largest scales in Japan as an agency affiliated with a general trading company, had a vision to further enhance customer experience. However, to achieve this, they faced the following structural challenges:

1 Fragmented Information and Reliance on Individuals As different systems were used by each sales department, it was difficult to centrally manage customer information and interaction history across the entire organization, posing challenges for a multifaceted understanding of customers.

2 Analog Management System Customer management and To-Do management were limited to analog methods and individual, personalized management, making it difficult to implement an organizational PDCA cycle.

3 Insufficient Data Utilization The data collection infrastructure for advancing sales activities was not well-established, leading to challenges in strategic planning that captures changes in customer needs.

To comprehensively solve these issues, the insurance industry-specific cloud system "hokan®︎" was adopted as a new platform to achieve integrated data collection, management, and analysis from sales activities to customer management.

Project Manager Comments

Masahiro Matsubara, IT Promotion Department Manager, Toyotsu Insurance Partners Co., Ltd.

The implementation of "hokan®︎" is one of the key measures in our company's DX strategy roadmap, responsible for establishing a customer information base and advancing sales processes. We aim to integrate customer information dispersed by department and achieve data-driven decision-making and consistent customer support. Furthermore, by utilizing customer voices (VoC) across departments, we will strive for continuous operational improvement and enhancement of service quality.

Taichi Ishino, Executive Officer, General Manager of Agency Business Division, Hokan Inc.

We are deeply honored that Toyotsu Insurance Partners has decided to implement "hokan®︎".

Toyotsu Insurance Partners is undertaking a major transformation to centralize customer information and sales activities, which have been managed by different systems in each department, and to move away from individualized operations.

Through hokan®, we will strongly support the visualization and standardization of sales processes across the entire company and the establishment of a foundation for utilizing customer voices (VoC) throughout the organization.

We will work together to envision a future where high-quality customer service is realized by the three departments of corporate, automotive, and comprehensive insurance working as one.

Overview of "hokan®︎", a Customer and Contract Management Service for Insurance Agencies

"hokan®︎" is a customer and contract management system primarily for insurance agencies that can centrally manage information from prospects to policy maintenance and connect it to data aggregation/analysis. Since its release in 2018, it has expanded its customer base, achieving implementation in agencies and branches in all 47 prefectures of Japan in 2022. It is characterized by its ease of use, flexibility in customization, support capabilities, and product update capabilities that align with the requests of insurance solicitors who are customers of this system, and it streamlines the administrative tasks that have increased due to the revised Insurance Business Act. It is used by a wide range of agencies, including life insurance, non-life insurance, corporate in-house agencies, and bank-affiliated agencies.

hokan introduction page: https://www.hkn.jp Contact page: https://hkn.jp/contact/ *hokan and the hokan logo are trademarks or registered trademarks of Hokan Inc.

Overview of Hokan Inc.

Aiming to "update and upgrade the insurance industry," we provide the customer and contract management service "hokan®︎" for insurance agencies. Leveraging our expertise in providing software services with the support of many in the insurance industry, we will create a society where everyone can properly and appropriately enjoy insurance products by applying the latest technology to the insurance industry.

Corporate site: https://www.corp.hkn.jp/