保险动
Client search, renewal tracking, proposal forms, nomination forms, receipt tracking, reports, and email package preparation for general insurance agents.
This area shows pilot reference records.
No payment, transfer, DuitNow, FPX, card, or bank action is performed.
Pilot
Free
For Charis Pilot testing and feedback
Includes
Limits
Recommended for launch
RM99/month
For individual insurance agents
Includes
Revised PDF after correction: RM5 each, future option only
Future
RM199/month
For active agents who handle more customer servicing
Includes
Future
From RM499/month
For team leaders and agency groups
Includes
Agency Group: From RM1,500/month. Up to 20 agents. Extra agents from RM50/month. Group owner dashboard, future feature.
Future Add-ons
RM1,000 to RM2,500 per template
For mapping insurer-specific PDF layouts later
Not available in local demo
First PDF per submission included
Revised PDF after correction: RM5 each
Not active in local demo
Future add-on
Prepare PDF and cover email package
No automatic sending yet
Future add-on
Prepare documents for insurer portal upload
No portal automation yet
Premium future add-on
Only if insurer supports API
Requires insurer approval and security review
Payment arrangement
For the pilot and early access, payment is handled manually by Charis. This system does not collect payment, premiums, e-wallet transfers, card payments, bank transfers, or insurance commission. Agents should contact Charis directly for access and payment instructions.
What this platform does not do
Does not sell insurance
Does not provide insurance advice
Does not collect premiums
Does not process customer payments
Does not receive insurance commission
Does not submit to insurer automatically in this demo
Does not replace insurer approval
Founder Pilot
First 10 selected agents
3 months free
Feedback required
Then RM99/month
RM99 launch price locked for 12 months
Charis Pilot Access
6 months free group owner access during pilot.
20% reseller/referral pool during commercial phase.
Payment remains informational only. No payment collection or bank account details are shown.
Referral programme
This is display-only. It is not insurance premium commission sharing, and there is no MLM tree, binary plan, generation bonus, or second-level payout.
20% maximum software referral pool
RM99 x 20% = RM19.80
Platform keeps RM79.20
Direct Charis referral
Charis receives 20% = RM19.80
Platform keeps 80% = RM79.20
Sub-agent referral
Charis receives 10% = RM9.90
Direct referrer receives 10% = RM9.90
Platform keeps 80% = RM79.20
What agents are paying for
Pricing is display-only and no payment is collected.
Agent access in the pilot is assigned under Charis Pilot group.
