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Hokan

Cloud-based CRM and agency management system for insurance agents in Japan

Agency Management Systems Growth Series A
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Overview

Hokan is a Japanese InsurTech company that develops cloud-based customer relationship management (CRM) and sales force automation (SFA) software specifically designed for insurance agencies. Founded in 2017 by Naoyuki Kosaka, a former Prudential Japan employee who founded his own insurance agency in 2013, Hokan addresses the unique operational needs of insurance agents in Japan.

The company's flagship product, hokan, provides a comprehensive platform that centralizes customer and contract information, enabling insurance agencies to manage their entire sales cycle from prospect management to after-sales follow-up. The system helps agencies reduce paper-based processes, cut administrative costs, and increase time spent with customers.

Hokan is expanding beyond Japan to target other Asian markets including Hong Kong, South Korea, Indonesia, and Vietnam, where SaaS adoption is growing rapidly in the insurance sector.

Products & Services

hokan CRM

Core CRM platform for insurance agencies that centralizes customer and contract management.

Key Features

  • Automated contract information entry
  • Customer relationship tracking
  • SSL-encrypted secure communications
  • CSV data export for reporting

Target Users: Insurance agency owners and sales staff

hokan CRM+ People

HR and labor management module designed for insurance agency organizations.

Key Features

  • Employee information management
  • Organizational structure management
  • Batch and individual information sharing
  • Insurance sales-specific HR workflows

Target Users: Agency managers and HR administrators

hokan CRM+ Report

Analytics and visualization dashboard for agency management insights.

Key Features

  • Insurance agency-specific analysis templates
  • Performance visualization
  • Management KPI tracking
  • Data-driven decision support

Target Users: Agency executives and managers

hokan CRM+ Case Management (Anken Kanri)

Sales pipeline and case tracking for agency operations.

Key Features

  • Customizable sales processes
  • Case progress visualization
  • Agency-specific workflow configuration
  • Pipeline management

Target Users: Sales managers and agents

hokan CRM+ Intention Understanding (Ikou Haaku)

Compliance-focused customer needs documentation system.

Key Features

  • Customizable information capture
  • Recommended product settings
  • Required field configuration
  • Compliance audit trail

Target Users: Compliance officers and sales agents

hokan CRM+ Accounting (Suitou)

Payment and financial management for insurance premium handling.

Key Features

  • Invoice issuance
  • Deposit/withdrawal reconciliation
  • Income/expense statement creation
  • Premium settlement management

Target Users: Agency finance and accounting staff

hokan CRM+ ATOIKURA

MDRT (Million Dollar Round Table) application automation tool.

Key Features

  • Automated performance aggregation
  • Digital performance certificates
  • MDRT application procedure support
  • Human error reduction

Target Users: High-performing insurance agents seeking MDRT qualification

Hubble

Contract management cloud service for broader document and agreement management.

Key Features

  • Contract lifecycle management
  • Cloud-based document storage
  • Version control

Target Users: Legal and operations teams

At a Glance

Founded
2017
Headquarters
Chiyoda City, Tokyo, Japan
Employees
51-200
Funding
Series A

Category & Focus

Category
Agency Management Systems
Subcategories
CRM/SFA Contract Management Compliance Management
Insurance Verticals
Life & Annuity P&C
Target Customers
Agents, Brokers

Customers

  • [Unknown]

Links

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Last updated: 2026-03-25