Wizleap Inc. (Minato-ku, Tokyo; CEO: Shohei Tanigawa), which operates the money consultation platform 'Money Career' (https://money-career.com/), announces the start of providing 'MC Expert Cloud' to FEA Inc. and Life Navi Partners Inc.
What is 'MC Expert Cloud'? 'MC Expert Cloud' is a cloud-based CRM system specialized for insurance agencies. Wizleap, a certified agency that has cleared the Life Insurance Association's business quality evaluation standards, has reflected all the practical know-how gained from operating its own service, 'Money Career'. It combines a user-friendly UI/UX for agents with robust audit trail management, maximizing the time agents spend with customers.
Features: Unique 'Ro-method' Support 'MC Expert Cloud' provides solutions tailored to practical operations, not just a system 'box'. - 'Pre-sets' provided by a certified agency: Wizleap provides settings used in its own operations, such as filtering items and insurance product mapping, as pre-sets. - Complete elimination of maintenance costs: Master maintenance due to product changes or rider revisions is handled entirely by Wizleap. - Flexible customization: Items can be easily added or deleted according to each agency's recruitment policy.
Background and Challenges FEA and Life Navi Partners faced challenges ahead of the June 2026 Insurance Business Act amendment: 1. Early response to the 'Ro-method': The framework for comparative recommendation sales will be unified into the 'Ro-method', requiring urgent compliance. 2. High operational costs: Maintaining product databases for over 26 life insurance companies was a significant burden. Wizleap's end-to-end support was the deciding factor for adoption.
Reasons for Adoption 1. Early presentation of solutions for the amended Insurance Business Act. 2. Flexible development structure capable of responding to changes. 3. Partnership to co-create an ideal recruitment platform.
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- Source: PR TIMES
- Category: News