CRM FOR INSURANCE AGENCIES
ikouhaaku
From sending 意向把握 surveys to managing the responses —
simple, reliable systems for your agency’s daily work.
ABOUT
What is ikouhaaku?
ikouhaaku (意向把握) is a CRM for insurance agencies, created from the system an insurance agency in our group uses in its everyday work.
We brought together the features agencies really need in clear, simple screens — from sending 意向把握 (customer intent confirmation) surveys to managing and recording the responses.
FEATURES
Key features
Everything your 意向把握 work needs, in one system.
Survey delivery
Send 意向把握 surveys by email. Customers who only have a mobile number receive them by SMS.
Response tracking
See in one list who has responded and who hasn't, so you know right away who needs a follow-up.
Saved records
Every response is saved as a record you can check whenever you need it.
Policy upload (optional)
Upload insurance policies and manage them together with customer information.
CSV import (optional)
Import your existing customer data in one go from a CSV file.
Multilingual demo
See the actual screens and how the system works in a multilingual demo.
SECURITY
After the contract, we have no access to your data
After signing the contract, your agency deletes the admin account used for the initial setup. From then on, World Service no longer has any access to the data.
Your customers’ information stays under your agency’s control alone.
Security at a glance
- Your agency deletes the setup admin account
- After that, World Service cannot access the data
- Customer data is managed only by your agency
- Support by email only (no access to your dashboard)
FLOW
Getting started
STEP 01
Contact us
Reach out through the contact form or by phone.
STEP 02
Demo
Try the actual screens and features in a multilingual demo.
STEP 03
Initial setup
We take care of the initial setup needed to get started.
STEP 04
Go live
The setup admin account is deleted and you start using the system.
Customer data is entered by your agency, with the help of an easy-to-follow illustrated manual.
CONTACT
Get in touch
To request a demo or ask a question, please contact us through the form.
ikouhaaku is provided by World Service Co., Ltd. (ワールドサービス株式会社).