Wizleap Inc. (Shibuya-ku, Tokyo; Representative Director: Shohei Tanigawa), which operates the money consultation platform "Money Career" (https://money-career.com/), announces that it has begun providing "MC Expert Cloud" to FEA Co., Ltd. and Life Navi Partners Co., Ltd.
What is "MC Expert Cloud"? "MC Expert Cloud" is a business quality management cloud system (CRM) specialized for insurance agencies. Wizleap, a certified agency that has cleared the business quality evaluation standards of the Life Insurance Association of Japan, has reflected all the practical know-how cultivated through the operation of its consultation service "Money Career". It balances a highly usable UI/UX for field agents with reliable evidence management, maximizing the time agents can spend facing customers. Service site: https://expertcloud.money-career.com/
[Features of this System: Unique "Ro-Method" Compatible Functions] The MC Expert Cloud Ro-Method provides practical solutions that go beyond merely offering a system "box".
- Providing "Pre-configured Presets" by a Certified Agency Wizleap provides the "filtering items" and "insurance product linking", which agencies have to set up themselves in other systems, as presets using the exact configurations Wizleap utilizes as an actual certified agency.
- Complete Elimination of Maintenance Costs Master maintenance associated with product additions/removals and rider revisions is entirely completed on Wizleap's side. This reduces the immense updating work on the agency's side to zero.
- Flexible Customizability While utilizing the presets, it is easy to add or remove items according to the solicitation policy of each agency.
Background and Challenges of Introducing the "MC Expert Cloud Ro-Method" Looking ahead to the enforcement of the revised Insurance Business Act in June 2026, FEA Co., Ltd. and Life Navi Partners Co., Ltd. faced the following challenges:
1. Early Compliance with the "Ro-Method" following Legal Revisions and Priority of System Replacement With the framework for comparative recommendation sales being unified into the "Ro-method" under the revised Insurance Business Act scheduled to be enforced in June 2026, there was an urgent need to swiftly respond to compliance requirements. To establish a framework for question design and information provision that complied with legal regulations early on, the introduction of a specialized solution was required.
FACT BOX
- Source: PR TIMES
- Category: Partnership