Overview
Revolutionize Your Insurance Business with WiseFin! At WiseFin, we're on a mission to turbocharge the growth of insurance intermediaries worldwide. Our vision? To spread the joy of financial security, making lives better through the power of insurance. Imagine having a secret weapon that propels your agency to new heights. That's WiseFin. Our cutting-edge business development solutions and expert management consulting services are transforming the insurance landscape globally. WiseFin offers:
- Comprehensive Business Empowerment: Our software integrates industry best practices, accelerating your digital transformation securely.
- Flexible Cost Management: Shift from capital expenditure to controllable operational costs with our scalable solutions.
- Continuous Innovation: Benefit from automatic updates and our industry-leading development team's ongoing optimizations.
Unmatched Security and Compliance:
- Multiple international certifications, including CMMI-3, ISO27001, ISO27018/27701/29151
- Private deployment options and source code licensing available
- 24/7 multilingual customer support and comprehensive training programs
The numbers speak for themselves:
- Trusted by over 400 insurance intermediaries worldwide
- Partnered with 120+ insurance companies
- Empowering more than 1 million insurance agents
- Facilitating a staggering $15 billion in annual premium transactions
We're not just any partner - we're the choice of Fortune 500 companies and the world's top 3 insurance brokers. Ready to join the ranks of insurance elite? Let WiseFin be your catalyst for explosive growth and unparalleled success. Because with us, your potential is limitless. WiseFin: Insuring your success, ensuring a brighter future for all.
Highlights
- Comprehensive Business Empowerment with Ironclad Security: Our software system, integrating industry best practices, accelerates business growth and digital transformation. Multiple international certifications ensure information security, while private deployment options safeguard your long-term secure operations.
- Flexible and Efficient Cost Management: Our subscription model significantly reduces upfront investment, converting capital expenditure into manageable operational costs. Scalable solutions allow easy adjustment as your business grows, enabling precise cost management.
- Worry-free Experience with Continuous Innovation: Automatic updates ensure you're always using the latest, most secure system. Our industry-leading development team continuously optimizes the product, incorporating cutting-edge technology and management concepts. Source code licensing options offer more possibilities for your long-term development.
Details
Unlock automation with AI agent solutions

Features and programs
Financing for AWS Marketplace purchases
Pricing
Dimension | Description | Cost/12 months |
---|---|---|
WiseFin Solution Basic | Basic Version | $10,000.00 |
WiseFin Solution Advanced | Advanced Version | $20,000.00 |
WiseFin Solution Pro | Pro Version | $50,000.00 |
Vendor refund policy
15-day free trial. Annual: Non-refundable. Prorated refund for 24hr+ outages. No refunds for ToS violations. Special offers may differ. Refund via original payment method in 5-10 business days. For refunds, contact: Email: refund@wisefin.com Phone: +86 186-1112-5903 (Mon-Fri, 9AM-6PM CST) Live Chat: Account "Support" option Provide account details and reason. Response within 24hrs. Policy subject to change with 30-day notice.
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Delivery details
Software as a Service (SaaS)
SaaS delivers cloud-based software applications directly to customers over the internet. You can access these applications through a subscription model. You will pay recurring monthly usage fees through your AWS bill, while AWS handles deployment and infrastructure management, ensuring scalability, reliability, and seamless integration with other AWS services.
Support
Vendor support
- Offer a complimentary trial period. Should our services not meet the contractual agreements upon expiration of this period, we guarantee a full refund.
- Provide support for private deployment options, ensuring the security of your data and compliance with regulatory requirements.
- Continuously enhance our offerings to address localization needs, adapting to evolving market demands and regulatory compliance requirements in your region.
- Deliver 24/7 customer support via telephone, email, and instant messaging platforms. Our support team is proficient in both English and local languages.
- Furnish comprehensive user training support through various channels, including online conferences, video tutorials, and face-to-face sessions. We offer flexible scheduling options to ensure a smooth onboarding process for all our clients.
AWS infrastructure support
AWS Support is a one-on-one, fast-response support channel that is staffed 24x7x365 with experienced and technical support engineers. The service helps customers of all sizes and technical abilities to successfully utilize the products and features provided by Amazon Web Services.