YF Life Launches Virtual Onboarding Platform
Innovative Technology Upgrades Customer Onboarding Experience; Plan the Future Anytime, Anywhere

November 26, 2020

YF Life Insurance International Limited (“YF Life”) announces the launch of its brand-new “Virtual Onboarding Platform” (VOP), enabling financial consultants to present product information and onboarding services to customers through non-face-to-face virtual meetings. VOP is applicable to all non-investment-linked insurance products, including life insurance, retirement plans, savings plans, medical and critical illness protection, accident benefits, and so on. With this convenient VOP service, customers can now enjoy peace-of-mind protection with greater ease. 

VOP works on computers and mobile devices, utilizing the Microsoft Teams video-conferencing tool and its screen-sharing function to enable financial consultants and customers engage in end-to-end selling and onboarding processes. These processes include financial needs analysis, explaining product information and presenting insurance proposals, filling out application documents, submitting personal identity documents, arranging premium payment, and using e-signatures to complete the entire onboarding application process with enhanced service efficiency.

Mr Sammy Ho, Senior Vice President, Underwriting & Issue of YF Life, says, “Although our lives are seriously impacted by the pandemic, prompting us to adapt to a new normal, YF Life remains committed to the same service pledge to our customers, and we fully understand the pressing need for risk- and wealth-management solutions under these unprecedented times. As a technology-enhanced insurer, we have been able to employ advanced fintech to launch the Virtual Onboarding Platform, which breaks free from the traditional face-to-face selling approach, and allows customers to enjoy the same level of professional insurance services and protection during the pandemic. With VOP, all documents and data are transmitted in a high-standard security system, delivering an enhanced onboarding experience to our customers. We are committed to helping customers draft their life’s blueprint with our innovative and competitive insurance solutions and optimized services, fulfilling YF Life’s promise to help customers ‘own the future’.”

YF Life Insurance International Limited is a member of publicly listed Yunfeng Financial Group Limited, whose major shareholders include Yunfeng Financial Holdings Limited and Massachusetts Mutual Life Insurance Company, one of the “Five Largest US Life Insurance Companies”. Leveraging our robust financial background and solid reliability, YF Life is committed to helping customers “own the future” by providing professional and technology-enhanced one-stop risk- and wealth-management consulting services, as well as MPF services.

*Yunfeng Financial Holdings Limited and Massachusetts Mutual Life Insurance Company have an indirect shareholding in Yunfeng Financial Group Limited. The “Five Largest US Life Insurance Companies” is ranked according to the aggregate results of “Insurance: Life. Health (Mutual)” and “Insurance: Life, Health (Stock)” on total revenues for 2019, and based on the FORTUNE 500 as published on May 18, 2020.

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