Platform preview · Prepared for Ping Hua Insurance
The platform, not just the plan.
Thirteen screens of the bilingual, multi-tenant Record Guardian platform with Yvonne's feedback applied — the renewal pipeline, the Covered California command center, the client portal, and more. These are design previews, not the live product.
01 · The platform
One multi-tenant platform, fluent in every language
Multi-tenant workspaces
Each agency is a fully isolated workspace. Ping Hua signs in to its own book; staff who work across agencies switch in one click.
Owner dashboard
In-force premium, retention against the 90% goal, at-risk renewals, and the bilingual communication mix at a glance.
02 · Revenue protection
Renewals, new business, and the numbers behind them
Renewal pipeline
Every renewal on one board, color-coded by urgency, advancing through its sequence in the client's language.
New business pipeline
Leads auto-routed by line and language, from web form to bound policy, with cross-sell flagged automatically.
Reports & business intelligence
Owner-level reporting you can ask in plain language, plus revenue by line and commission reconciliation.
03 · Bilingual client care
Built around English, Mandarin, and Cantonese
360° household view
Every policy, the coverage gaps AI found, language and consent, and an E&O-logged timeline on one screen.
Two-way messaging
Inbound Mandarin auto-translated, AI-drafted replies in the client's language, and segmented blasts with consent enforced.
Covered California command center
Document and payment status per client, expiration alerts at 90/60/30/14/7 days, and an automatic October campaign.
04 · Automation & documents
The busywork runs itself
Workflow builder
The renewal sequence as a visual, no-code flow — every send checks consent first.
Documents
Search by meaning, version control, ACORD auto-fill, and carrier-download reconciliation.
05 · Compliance & security
Audit-ready by design
Security & compliance
SOC 2-aligned encryption, role-based access, a full audit trail, login monitoring, and CCPA / E&O tooling.
06 · In your clients' hands & in the field
Mobile, for clients and staff
Client self-service portal
Policies, ID cards, one-click renewal, payments, and claims — in the client's language, on the phone they already have.
Staff field app
Tasks, client lookup, and one-tap bilingual outreach — works offline and syncs when back online.