Wizleap Releases New Feature for 'MC Expert Cloud' to Support Large Insurance Agencies in Preparing Statutory Business Reports
Wizleap Inc. has launched a new feature for its insurance agency cloud system 'MC Expert Cloud' to assist in the creation of 'Business Reports' required by the Insurance Business Act. The feature automates data aggregation through integration with the 'Common Gateway,' reducing human error and improving operational efficiency.
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- 📰 Published: May 25, 2026 at 19:00
- 🔍 Collected: May 25, 2026 at 10:31
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Wizleap Inc., the operator of the financial consultation platform 'Money Career,' has introduced a new feature for its operational quality management cloud system for insurance agencies, 'MC Expert Cloud.' This feature supports the preparation of 'Business Reports,' which are statutory documents required under the Insurance Business Act.
While not all insurance agencies are required to submit these reports, they are mandatory for agencies meeting certain criteria, such as 'Large-scale Specified Insurance Solicitors.'
Based on integration with the 'Common Gateway' (Common GW), this feature automatically generates the aggregated data necessary for Form No. 2 of the Business Report using life insurance data imported via the gateway. This reduces the burden of manual aggregation and transcription, which has been the norm, and mitigates compliance risks arising from human error.
### Development Background
The 'Business Report' is a statutory document that insurance agencies must submit to supervisory authorities after each fiscal year. It requires reporting sales performance and commission results according to a prescribed format. Agencies have faced challenges with increased workloads and the risk of transcription errors due to the manual collection and integration of data from multiple sources.
### Key Output Categories
The feature generates three main types of aggregated data for Form No. 2:
1. Total commissions by insurance company (by fiscal year)
2. Breakdown of insurance contracts (new contract count and total commissions for the last three fiscal years)
3. Sales performance by product (ranked by insurance type)
### Future Outlook
Wizleap plans to gradually expand the scope of this feature by integrating data from sources other than the Common Gateway and handling exceptional data patterns. The company remains committed to supporting both accuracy and efficiency in the compliance operations of insurance agencies.
While not all insurance agencies are required to submit these reports, they are mandatory for agencies meeting certain criteria, such as 'Large-scale Specified Insurance Solicitors.'
Based on integration with the 'Common Gateway' (Common GW), this feature automatically generates the aggregated data necessary for Form No. 2 of the Business Report using life insurance data imported via the gateway. This reduces the burden of manual aggregation and transcription, which has been the norm, and mitigates compliance risks arising from human error.
### Development Background
The 'Business Report' is a statutory document that insurance agencies must submit to supervisory authorities after each fiscal year. It requires reporting sales performance and commission results according to a prescribed format. Agencies have faced challenges with increased workloads and the risk of transcription errors due to the manual collection and integration of data from multiple sources.
### Key Output Categories
The feature generates three main types of aggregated data for Form No. 2:
1. Total commissions by insurance company (by fiscal year)
2. Breakdown of insurance contracts (new contract count and total commissions for the last three fiscal years)
3. Sales performance by product (ranked by insurance type)
### Future Outlook
Wizleap plans to gradually expand the scope of this feature by integrating data from sources other than the Common Gateway and handling exceptional data patterns. The company remains committed to supporting both accuracy and efficiency in the compliance operations of insurance agencies.
FAQ
「事業報告書」作成支援機能の主な対象者は誰ですか？
主に「規模が大きい特定保険募集人に該当する代理店」など、一定の条件に該当し、事業報告書の作成・提出が義務付けられている保険代理店です。
この機能を利用するための前提条件はありますか？
共同ゲートウェイ（共同GW）との連携が必須となります。共同GW経由で取り込まれた生命保険データをもとに集計が行われます。
自動生成される集計データにはどのような内容が含まれますか？
「保険会社別の手数料合計（年度別）」「取扱保険契約等の内訳（新契約件数と手数料総額の直近3ヵ年度分）」「商品別の販売実績（保険種類別・上位表示）」の3系統です。
本機能導入による主なメリットは何ですか？
手作業による集計・転記ミスの低減、業務工数の削減、および監督当局へ提出する書類の正確性と品質の担保が挙げられます。
共同ゲートウェイにないデータについてはどのように対応しますか？
現在は共同GW由来のデータを対象としていますが、今後は共同GW外のデータ統合や例外的なパターンへの対応など、段階的に拡張していく方針です。