Baoxianshi
Digital tools and a white-label platform helping insurance agents grow their book of business in China.
Overview
Baoxianshi (保险师) is a Chinese insurtech solutions provider developed by Weiyi Technology (Hangzhou) that equips insurance agents with digital tools for lead generation, client management, and insurance plan creation. The platform addresses a core challenge in the Chinese insurance market -- the productivity and professionalism gap among the millions of individual insurance agents -- by providing a mobile-first workspace that consolidates product information, client tracking, and sales materials.
The company also offers a white-label version of its platform, enabling insurers and brokerages to deploy branded agent portals under their own identity. Founded in 2014, Baoxianshi has attracted institutional backing from prominent investors including Ant Group, CMC Capital Partners, Source Code Capital, Fengshion Capital Partners, and Gopher Asset Management.
Products & Services
Agent Mobile App (保险师 App)
A mobile application for insurance agents that provides access to up-to-date product information, plan creation tools, and product training content.
Key Features
- Real-time insurance product information and updates
- Insurance plan generation and proposal tools
- On-demand product training and certification courses
- Agent performance tracking
Target Users: Individual insurance agents and sales teams
Lead Generation Tools
Digital prospecting tools designed to help agents identify, qualify, and engage potential customers more efficiently.
Key Features
- Lead capture and qualification workflows
- Prospecting campaign support
- Client outreach templates
Target Users: Insurance agents and brokers
White-Label Agent Management Platform
A customizable, white-label infrastructure that allows insurance companies and brokerages to build branded agent-facing portals and management systems.
Key Features
- Fully branded agent portal deployable under insurer or agency identity
- Customer base management and segmentation
- Integration with insurer product catalogs
- CRM functionality for tracking policyholder relationships
Target Users: Insurance carriers, brokerages, and agency networks
At a Glance
- Founded
- 2014
- Headquarters
- Hangzhou, China
- Funding
- Series A+
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- Agent Management System Agent Productivity Tools White-Label Distribution Platform
- Insurance Verticals
- Life & Annuity P&C Personal P&C Commercial
- Target Customers
- Agents/Agencies, Carriers, Brokers
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Last updated: 2026-05-11