All-in-one Insurance Comparison and Recommendation System 'Insurance Summit' Fully Compliant with the Revised Supervisory Guidelines for Shared Insurance Agencies Offered at 2,750 Yen/Month, with 1-Year Free Trial for 100 Companies
World Instec and IINA have launched 'Insurance Summit', a low-cost, all-in-one SaaS for shared insurance agencies to comply with the 2026 supervisory guidelines, offering a 1-year free campaign for 100 companies.
📋 Article Processing Timeline
- 📰 Published: April 23, 2026 at 20:00
- 🔍 Collected: April 23, 2026 at 11:31
- 🤖 AI Analyzed: April 23, 2026 at 13:02 (1h 30m after Collected)
World Instec Co., Ltd. (Chiyoda-ku, Tokyo, Representative Director: Ichiro Matsumura) and IINA Co., Ltd. (Shibuya-ku, Tokyo, Representative Director: Tokuharu Yamamoto) have released "Insurance Summit," an all-in-one insurance comparison and recommendation system, anticipating the 2026 revision of supervisory guidelines. They are launching a campaign offering the main comparison and recommendation features free for one year, limited to 100 companies. Concurrently, they will hold a "New Supervisory Guidelines Immediate Response Webinar for Small and Medium-sized Shared Insurance Agencies" explaining how to respond to the supervisory guidelines using the system in a role-playing format.
[Insurance Summit Limited Release for 100 Companies]
Application Page: https://summit.ii-na.jp/
Background: The revision of the supervisory guidelines is a "quiet opportunity" for small and medium-sized shared insurance agencies.
Strict enforcement of comparison and recommendation duties, sophistication of the intention grasping process, and the obligation to preserve solicitation records—the new supervisory guidelines require all agencies to have a response system on par with major companies. However, for small and medium-sized shared insurance agencies without dedicated compliance departments or system investment capacity, these response costs could become a burden that determines the continuation of their business.
"Insurance Summit" was designed with the vision of "enabling all shared insurance agencies to provide customers with peace of mind and satisfaction in choosing insurance." The price of 2,750 yen (tax included) per month is not just an appeal for low cost, but a design to allow small and medium agencies to comply with new rules regardless of scale and concentrate on their core business of customer service.
■ Features of "Insurance Summit"
① "Full compliance" with new supervisory guidelines—at 2,750 yen (tax included)/person/month
Covers prohibition of recommendation of specific companies, comparison and recommendation duties, and preservation of solicitation records. You can use all all-in-one features at the industry's lowest price level.
② Can be introduced without changing existing business flows
No complex settings or training required. Comparison, recording, and preservation are done automatically within the usual proposal flow. Since it can be introduced without changing methods, solicitors can continue without strain.
③ "Compliance measures that sell"—equipped with an original necessary funds reverse calculation tool
Not just product search, but optimal product proposals tailored to customer needs are possible. Realizes a reversal from "defense" to "offense," linking legal compliance to an improved closing rate.
④ Automatic storage of implementation records for elderly response, suitability confirmation, and after-sales follow-up
Reduces the effort of keeping implementation records for each interview. While satisfying the recording requirements demanded by supervisory guidelines, the quality of customer service is also visualized.
⑤ Standardly equipped with customer management and contract management functions
Management functions necessary for agency operations are available without separately contracting expensive CRM tools.
⑥ Accompanied support by specialized staff
After introduction, specialized staff provide setting support tailored to each company's sales style. We don't just "install and finish."
⑦ Expanded as an agency DX platform—gradually expanding API linkage
Planned to sequentially expand API linkages with CRM, SFA, contract management systems, etc. Aiming for an agency DX platform that connects seamlessly with existing systems. *Also seeking connection partners.
[Insurance Summit Limited Release for 100 Companies]
Application Page: https://summit.ii-na.jp/
■ "New Supervisory Guidelines Immediate Response Webinar" for Small and Medium-sized Shared Insurance Agencies
"Not handling it yet" is no longer acceptable. Grasping intentions, comparison and recommendation, and recording history—
By utilizing "Insurance Summit," immediate response is possible.
World Instec Co., Ltd., the planning and operating company of Insurance Summit, will explain the solicitation work that small and medium-sized shared insurance agencies should do under the new supervisory guidelines in 30 minutes in a role-playing format.
Date and Time: Please check from the form below
Application Page: https://summit.ii-na.jp/seminar/
How to participate in the webinar:
We will send a webinar participation URL (Google Meets) to the email address you entered in the application form. Please enter the room when the scheduled time arrives.
*Please prepare a PC or smartphone compatible with Google Meets.
Organizer: World Instec Co., Ltd. (Insurance Summit Operator)
[Insurance Summit Limited Release for 100 Companies]
Application Page: https://summit.ii-na.jp/
Background: The revision of the supervisory guidelines is a "quiet opportunity" for small and medium-sized shared insurance agencies.
Strict enforcement of comparison and recommendation duties, sophistication of the intention grasping process, and the obligation to preserve solicitation records—the new supervisory guidelines require all agencies to have a response system on par with major companies. However, for small and medium-sized shared insurance agencies without dedicated compliance departments or system investment capacity, these response costs could become a burden that determines the continuation of their business.
"Insurance Summit" was designed with the vision of "enabling all shared insurance agencies to provide customers with peace of mind and satisfaction in choosing insurance." The price of 2,750 yen (tax included) per month is not just an appeal for low cost, but a design to allow small and medium agencies to comply with new rules regardless of scale and concentrate on their core business of customer service.
■ Features of "Insurance Summit"
① "Full compliance" with new supervisory guidelines—at 2,750 yen (tax included)/person/month
Covers prohibition of recommendation of specific companies, comparison and recommendation duties, and preservation of solicitation records. You can use all all-in-one features at the industry's lowest price level.
② Can be introduced without changing existing business flows
No complex settings or training required. Comparison, recording, and preservation are done automatically within the usual proposal flow. Since it can be introduced without changing methods, solicitors can continue without strain.
③ "Compliance measures that sell"—equipped with an original necessary funds reverse calculation tool
Not just product search, but optimal product proposals tailored to customer needs are possible. Realizes a reversal from "defense" to "offense," linking legal compliance to an improved closing rate.
④ Automatic storage of implementation records for elderly response, suitability confirmation, and after-sales follow-up
Reduces the effort of keeping implementation records for each interview. While satisfying the recording requirements demanded by supervisory guidelines, the quality of customer service is also visualized.
⑤ Standardly equipped with customer management and contract management functions
Management functions necessary for agency operations are available without separately contracting expensive CRM tools.
⑥ Accompanied support by specialized staff
After introduction, specialized staff provide setting support tailored to each company's sales style. We don't just "install and finish."
⑦ Expanded as an agency DX platform—gradually expanding API linkage
Planned to sequentially expand API linkages with CRM, SFA, contract management systems, etc. Aiming for an agency DX platform that connects seamlessly with existing systems. *Also seeking connection partners.
[Insurance Summit Limited Release for 100 Companies]
Application Page: https://summit.ii-na.jp/
■ "New Supervisory Guidelines Immediate Response Webinar" for Small and Medium-sized Shared Insurance Agencies
"Not handling it yet" is no longer acceptable. Grasping intentions, comparison and recommendation, and recording history—
By utilizing "Insurance Summit," immediate response is possible.
World Instec Co., Ltd., the planning and operating company of Insurance Summit, will explain the solicitation work that small and medium-sized shared insurance agencies should do under the new supervisory guidelines in 30 minutes in a role-playing format.
Date and Time: Please check from the form below
Application Page: https://summit.ii-na.jp/seminar/
How to participate in the webinar:
We will send a webinar participation URL (Google Meets) to the email address you entered in the application form. Please enter the room when the scheduled time arrives.
*Please prepare a PC or smartphone compatible with Google Meets.
Organizer: World Instec Co., Ltd. (Insurance Summit Operator)