Your client reminders, every morning in Telegram.
Agent Pulse reads your policy list from your agent portal every night, then sends you one Telegram message each morning — at the time you choose — with today's client birthdays, premiums due and policy-anniversary reviews.
Try the demo bot →14-day free trial · No credit card needed
客户提醒,每天早上准时送到你的 Telegram。
Agent Pulse 每晚自动读取你代理系统的保单列表,每天早上按你选择的时间发一条 Telegram 消息:今天的客户生日、保费到期和保单周年回顾。
试用演示机器人 →14 天免费试用 · 无需信用卡
See it in action
亲眼看看
Real messages from the demo bot, exactly as they arrive in Telegram.
来自演示机器人的真实消息,和你在 Telegram 收到的一模一样。
BIRTHDAYS
🎂 TAN MEI LING turns 42 today (DOB 12 Oct 1984). Policy DM1001234 – Inforce.
🎂 Lee Jia Wen turns 34 today. 📝 Manually added customer #1, phone 012-345 6789.
PREMIUMS DUE SOON
💰 Premium due in 3 days (15 Oct 2026): MUHAMMAD AMIRUL B. HASSAN — RM 198.00 Monthly via Auto Debit. Plan: Critical Illness Cover.
💰 Premium due in 3 days (15 Oct 2026): PRIYA A/P RAMASAMY — RM 1,350.00 Quarterly via Credit Card. Plan: Education Saver.
POLICY REVIEWS
📋 Policy review: LIM WEI JIE — 2 year(s) since commencement (12 Oct 2024). Plan: Investment-Linked Plan, status: Inforce.
🤖 Bot check Mon 12 Oct 08:01: scrape OK, 22 policies, 5 reminder(s) today. Backup OK. 08:01
The morning digest — birthdays, premiums due, reviews, plus a status line so you know it ran. 每日晨报——生日、保费到期、保单回顾,还有一行状态让你确认一切正常。
Collected so far: RM 61,240.50
Expected full year: RM 88,715.00
• WONG KAI MING: RM 3,420.00 / RM 3,420.00 (1/1 × RM 3,420.00 Yearly)
• MUHAMMAD AMIRUL B. HASSAN: RM 1,980.00 / RM 2,376.00 (10/12 × RM 198.00 Monthly)
• LIM WEI JIE: RM 5,500.00 / RM 6,000.00 (11/12 × RM 500.00 Monthly) 14:22
/collected — premium collected this year against what's expected. /collected——今年已收保费对比全年预计保费。
• RM30 / month – less than RM1 a day
• RM300 / year – 2 months free
• 14-day free trial, cancel any time
Every morning, at the time you choose, one Telegram message with today's client birthdays, premiums due in 3 days and policy-anniversary reviews. 21:07
/pricing — try every command yourself in the free demo bot. /pricing——在免费演示机器人里亲自试用每个指令。
All names and policies shown are fictional sample data from the public demo bot.
以上所有姓名和保单均为演示机器人的虚构模拟数据。
How it works
怎么用
Set up once. Reminded every morning.
设置一次,每天早上自动提醒。
Connect your portal
连接你的代理系统
Enter your agent-portal login through our secure onboarding form. It's stored encrypted and used only to read your policy list.
通过安全的注册表格输入你的代理系统登录资料。资料加密存储,只用于读取你的保单列表。
We read your list nightly
每晚自动读取保单
Every night Agent Pulse downloads your latest policy list — names, birthdays, premiums, due dates and anniversaries.
Agent Pulse 每晚下载你最新的保单列表——姓名、生日、保费、到期日和周年日期。
Wake up to one message
醒来就看到一条消息
At the time you choose — 6:30, 8:00, whenever — one Telegram message with everything that needs your attention today.
按你选择的时间——6:30、8:00,随你定——一条 Telegram 消息,告诉你今天需要关注的所有事情。
Everything that slips through the cracks
不再错过任何小事
The small touches that keep clients — delivered before your first coffee.
留住客户的往往是细节——在你喝第一口咖啡前送到。
Client birthdays
客户生日
The easiest reason to call. Birthdays of every policy holder — and of customers you add yourself — land in your morning message.
打电话最自然的理由。每位保单持有人的生日——包括你自己添加的客户——都会出现在晨间消息里。
Premiums due soon
保费即将到期
Know 3 days before a premium is due on an in-force policy. Chase payment before it lapses, not after.
在保费到期前 3 天提醒你(仅限有效保单)。在断保之前跟进,而不是之后。
Policy-review anniversaries
保单周年回顾
The commencement-date anniversary is the natural moment for a review. Agent Pulse flags every one.
保单生效周年是做回顾的最佳时机。Agent Pulse 一个都不会漏。
Premium collected
已收保费统计
/collected shows what you've collected so far this year against what's expected — your production at a glance.
/collected 显示今年已收保费和全年预计保费——你的业绩一目了然。
Ad-hoc customer records
临时客户记录
Travel policies and one-off customers don't live in the portal. Keep them in the bot, search them, and get their birthdays too.
旅游保险等一次性客户不在代理系统里。存在机器人里,随时搜索,生日同样会提醒。
Private by design
隐私优先
Messages go only to your Telegram — never to your clients. Your data is encrypted, backed up off-site, and never sold.
消息只发到你的 Telegram,绝不发给你的客户。数据加密存储、异地备份、绝不出售。
Simple pricing
价格简单透明
One saved lapse — or one reactivated client — pays for years of Agent Pulse.
挽回一张断保的保单,就够付好几年的 Agent Pulse。
Less than RM1 a day.
每天不到 RM1。
- Every reminder and command
- Choose your own reminder time
- Cancel anytime
- 全部提醒和指令
- 自选提醒时间
- 随时取消
RM25 a month, billed once a year.
相当于每月 RM25,每年付一次。
- Everything in Monthly
- 2 months free every year
- Pro-rated refund in the first 30 days
- 包含月付全部功能
- 每年送 2 个月
- 首 30 天内按比例退款
Every plan starts with a 14-day free trial — no credit card required. Try it on your own clients first.
每个计划都先免费试用 14 天——无需信用卡。先用在你自己的客户身上试试。
Questions, answered
常见问题
Is it safe to share my portal login?
Will it kick me out of the portal?
Which insurers are supported?
Do my clients ever get messages?
What happens if the portal is down?
How do I cancel?
提供登录资料安全吗?
会把我踢出代理系统吗?
支持哪些保险公司?
我的客户会收到消息吗?
如果代理系统故障怎么办?
怎么取消?
Try it on tomorrow's clients — tonight.
Open the demo bot and see exactly what lands in your Telegram each morning. When you're ready, your 14-day free trial is one message away.
Open @AgentPulseDemoBot →