Wizleap, Operator of 'Money Career', Begins Providing 'MC Expert Cloud' to Core Management Inc.

Wizleap Inc. (Shibuya-ku, Tokyo, Representative Director: Shohei Tanigawa), operator of the financial consultation platform 'Money Career' (https://money-career.com/), announces that it has started providing 'MC Expert Cloud' to Core Management Inc. (Representative: Wataru Ishida).

■ What is 'MC Expert Cloud'?
'MC Expert Cloud' is a cloud-based business quality management system (CRM) specialized for insurance agencies. Wizleap, a certified agency that has cleared the business quality evaluation standards of the Life Insurance Association, has reflected all the practical know-how cultivated through the operation of its own consultation service, 'Money Career'. It achieves both a UI/UX that is easy for on-site recruiters to use and reliable evidence management, maximizing the time recruiters spend facing customers.

Service Site: https://expertcloud.money-career.com/

[Main Features of this System]
- Centralized schedule management through two-way integration with Google Calendar
- Automatic accumulation of evidence through phase control (grasping intentions and interview reports are set as prerequisites for contract reporting)
- UI/UX reflecting the voices of the field to minimize input man-hours
- Rapid feature updates and legal compliance support via a cloud-based system

■ Background and Challenges of Adopting 'MC Expert Cloud'
Core Management Inc. is a rapidly expanding insurance agency where young, energetic members who started with no experience have gathered. As the organization grew, they faced the following challenges:

1. Urgent Need to Strengthen the Compliance System
With the increase in personnel, developing a system for interview records and grasping customer intentions became an internal issue. As the business management supervisor discussed the management system with various insurance companies, they acutely felt there was room for further improvement, harboring a strong sense of crisis that 'we cannot safely expand the organization as things are.'

2. The Dilemma of Strengthening Compliance and Increasing On-site Burden
Although they were utilizing an existing system, sales members who did not want to spend time on clerical work voiced concerns about its operability. They faced a structural problem where attempting to strengthen compliance would result in an increased burden on the field.