1. Transparent presales consultation & requirementmapping services

We DO NOT push standard packages, instead, we

· Conduct discovery sessions to understand your actual workflows, compliance obligations and painpoints, instead of onesizefitsall product pitches.

· Provide clear scopeofwork documentation: what features are included, what is extracost, limits of customisation, integration boundaries.

· Offer realistic proofofconcept / demo tailored to your industry (e.g. insurance broker compliance needs: AML, KYC, commission, regulatory reporting).

· Fully disclose pricing, subscription tiers, renewal terms, exit conditions and dataexport rules upfront; no hidden fees.

2. Structured onboarding & implementation services

Every client situation is different. We analyse your situation and provide the best on-boarding strategy.

· Dedicated onboarding project lead for new clients, not only generic selfhelp articles.

· System configuration guidance aligned to your business rules: userrole setup, permission control, workflow tuning.

· Data migration support: help import legacy data safely from old spreadsheets or legacy systems, with validation checks.

· Rolebased staff training (admin users vs frontline endusers), not just one generic group session.

· Golive support window: live assistance during your launch phase to resolve teething issues quickly.

3. MultiChannel Technical Support

We have a rigid SLA. Get timely help through multiple communication channels whenever you encounter system issues or operational questions.

· Phone support: Dedicated hotline +85238979000 for direct business and technical enquiries

· Online web & remote support: Webbased service ticket submission and online helpdesk

· 24/7 live support (available for active subscription clients): Emergency system issue resolution outside standard business hours

· Email support: enquiry@inspal.com

4. System Maintenance, Cloud Hosting & Automatic Backup Service

As a fully cloudnative insurance SaaS subscription platform, InsPal handles all heavylift infrastructure work so your team can focus on insurance business instead of IT chores.

· We take full ownership of server hosting, automatic data backup, cybersecurity and endtoend system infrastructure maintenance. Your business does not need to manage inhouse IT maintenance, purchase onpremise hardware or run manual data backup tasks.

· Free regular system updates are included within your subscription package. This covers brandnew platform features plus mandatory Hong Kong regulatory updates, such as Insurance Authority (IA) levy calculation logic and local insurance compliance rule adjustments.

5. Complimentary Product Upgrades

InsPal continuously refines its platform guided by realworld feedback from our large community of insuranceindustry clients. Research and Development sits at the core of our product strategy, and we allocate R&D investment above common industry benchmarks. Client suggestions are quickly converted into practical new features and platform enhancements. All subscribed users automatically receive these upgrades, ensuring your team always operates on the most uptodate, industryaligned version of InsPal.

6. Professional User Training

Help your staff master platform functions with structured learning resources for existing InsPal clients:

· Two complimentary public group training sessions held every calendar year

· Ondemand online learning resources: prerecorded training videos and contextsensitive user manuals for selfpaced learning

7. BuiltIn System Diagnostic Tool (HealthChecker)

HealthChecker is InsPal’s embedded, datapowered validation module designed as a selfservice businesshealth utility. It runs continuous compliancerule tracking and delivers proactive, systemwide monitoring. This tool shows how effectively your team leverages InsPal, and reveals the overall health status of your policy books and insurance business data.

· Selfservice health diagnostics: your internal teams can independently spot dailyoccurring data gaps and workflow bottlenecks

· InsPaldriven proactive systemlevel monitoring: flag operational anomalies early, before they escalate and interrupt your normal business workflows

8. Consultation & Customisation Services

Our inhouse support team brings deeprooted insurancedomain expertise to resolve your unique business challenges. Our scope of support includes:

· Troubleshooting complex operational workflow painpoints

· Endtoend configuration for core system modules: policy management, commission tracking, and claims handling

· Professional consultation for systemembedded regulatory compliance settings including AML (AntiMoney Laundering) and KYC (KnowYourCustomer) requirements

· Workflowtailored system customisation consultation built for insurancespecific business processes

· API integration support to connect InsPal with insurance carriers and other thirdparty external systems

· Optional addon AI Agent assistance: automate repetitive work including routine client enquiries, insurance quote preparation, and endtoend claim workflows directly inside the InsPal platform

9. Referral and Co-ordination of Related Professional Services

When your business encounters accountingrelated challenges, InsPal can arrange support from specialist accounting professionals. We refer accountants with deep experience serving insurance intermediaries, who can assist with commissionreconciliation, bankstatement sorting, accounts receivable and payable management, MPF administration, and audit workingpaper preparation. Our coordination helps streamline communications with your auditors and minimises repeated document revisions. Where required, we can also recommend qualified auditors to facilitate smooth completion of your annual audit exercise.

We maintain close ties with multiple insurance chambers and associations. Should you require legal support, we are able to connect you with professional legal advisors via referral.

10. Account management & longterm partnership

InsPal has a long customer-relationship (CRM) culture with many tools. We will:

· Assigned account contact for key clients for periodic business reviews.

· Regular checkins to understand evolving business, IT and regulatory changes affecting your operation.

· Service attitude: solutionoriented and empathetic support rather than purely ticketclosing metrics.

 

Our Service Commitment

InsPal keeps innovating while devoting genuine care to every client service case. What we provide goes far beyond basic formal customerservice responses. We deliver clientcentred, professional, empathetic and sustainable longterm support. Every service interaction embodies trust, genuine care, quality standards and longterm partnership building.

When you select InsPal, you are purchasing much more than insurancemanagement software. You gain a specialised partner that truly understands insurance operations, grasps realworld business challenges, and is committed to growing alongside your organisation over the long run.