BaoXianFlow
Pricing preview

BaoXianFlow pricing for commercial discussion

保险动

Client search, renewal tracking, proposal forms, nomination forms, receipt tracking, reports, and email package preparation for general insurance agents.

Demo pricing only. No payment is collected through this system.

This area shows pilot reference records.

No payment, transfer, DuitNow, FPX, card, or bank action is performed.

Pilot

Pilot Plan

Free

For Charis Pilot testing and feedback

Includes

  • Local demo access
  • Dummy data testing
  • Client search
  • Renewal tracker
  • Receipt metadata review
  • Reports and exports
  • Customer Documents

Limits

  • Charis Pilot only
  • Dummy data only
  • Not for real customer data
  • No insurer submission
  • No payment handling

Recommended for launch

Solo Agent

Recommended

RM99/month

For individual insurance agents

Includes

  • Client search
  • Renewal tracking
  • Proposal forms
  • Nomination forms
  • Receipt tracking
  • Reports
  • Insurer Email Pack preparation
  • Customer Documents
  • Local/demo version now; production pilot later

Revised PDF after correction: RM5 each, future option only

Future

Pro Agent

RM199/month

For active agents who handle more customer servicing

Includes

  • Everything in Solo Agent
  • Customer profile vault, future feature
  • Policy wallet, future feature
  • Renewal reminders, future feature
  • Claims/document checklist, future feature
  • 20 revised PDFs/month included, future option
  • Priority template request, future option

Future

Team / Agency

From RM499/month

For team leaders and agency groups

Includes

  • Up to 5 agents for Team plan
  • Team dashboard, future feature
  • Agent activity overview, future feature
  • Shared template library, future feature
  • Submission monitoring, future feature
  • Extra agents from RM80/month, future option

Agency Group: From RM1,500/month. Up to 20 agents. Extra agents from RM50/month. Group owner dashboard, future feature.

Future Add-ons

Optional items for later production planning

Future

Official insurer PDF template setup

RM1,000 to RM2,500 per template

For mapping insurer-specific PDF layouts later

Not available in local demo

Future

Revised PDF generation

First PDF per submission included

Revised PDF after correction: RM5 each

Not active in local demo

Future

Email package generator

Future add-on

Prepare PDF and cover email package

No automatic sending yet

Future

Portal upload assistant

Future add-on

Prepare documents for insurer portal upload

No portal automation yet

Future

API submission channel

Premium future add-on

Only if insurer supports API

Requires insurer approval and security review

Payment arrangement

Manual outside-system 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

First 10 selected agents

3 months free

Feedback required

Then RM99/month

RM99 launch price locked for 12 months

Charis Pilot Access

Group owner pilot arrangement

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

Software subscription referral pool capped at 20%

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

A cleaner servicing experience

Client search
Renewal tracking
Proposal forms
Nomination forms
Receipt tracking
Reports
Email package preparation
Document package preparation
Faster customer servicing

Ready to continue?

Pricing is display-only and no payment is collected.

Agent access in the pilot is assigned under Charis Pilot group.