Never miss a client's birthday, premium or policy review again. 再也不会错过客户的生日、保费到期和保单周年回顾。
Agent Pulse reads your policy list every day and sends one Telegram message every morning, at the time you choose. No app to install, no spreadsheet to maintain. Agent Pulse 每天自动读取你的保单清单，在你设定的时间把当天的提醒发到你的 Telegram。无需安装应用，无需维护表格。
Free demo with sample data · RM30/month · 14-day free trial, cancel any time 演示机器人使用示例数据 · RM30/月 · 14 天免费试用，随时取消
The morning message: birthdays, premiums due, policy anniversaries.每日早晨提醒：生日、保费到期、保单周年。
Premium collected this year, per policy, whenever you ask.随时查看今年已收保费，按保单列出。
Paste a customer's details once; the bot keeps them and reminds you of their birthday too.把客户资料贴一次，机器人帮你保存并提醒生日。
How it works运作方式
Set up once in five minutes. Then it just runs.五分钟设置一次，之后自动运行。
Connect your agent portal连接你的代理人系统
Give us your portal login once through a secure, encrypted form. We never ask for it in chat.通过加密的安全表格提交一次系统登录信息。我们绝不会在聊天中索取密码。
Pick your morning time设定早晨提醒时间
7:00, 8:30, whatever suits you. The daily check signs in to the portal, so choose a time you are not using it yourself.7:00、8:30，随你选择。每日检查会登录系统，请选一个你自己不在使用系统的时间。
Reminders start within days几天内开始收到提醒
Every morning: today's birthdays, premiums due in 3 days and policy anniversaries, from your real policy list.每天早晨收到当天的客户生日、3 天后到期的保费和保单周年回顾，全部来自你真实的保单清单。
Everything an agent forgets, remembered代理人容易忘记的事，交给它记住
Built with a working agent, for the things that actually keep clients and policies alive.与一线代理人一起打造，专注于真正能留住客户、保住保单的事。
Client birthdays客户生日
Every policyholder's birthday on the day, with age and policy number, so a wish or a visit is never missed.当天的每位保单持有人生日，附年龄和保单号，一句祝福或一次拜访都不会漏掉。
Premiums due in 3 days保费到期前 3 天提醒
Amount, frequency and payment method, in time to remind the client before a lapse.金额、缴费频率和付款方式，让你在保单失效前及时提醒客户。
Policy anniversary reviews保单周年回顾
A nudge on each commencement anniversary, the natural moment to review coverage and upsell.每个保单生效周年都会提醒你，这是回顾保障和加保的最佳时机。
Premium collected this year今年已收保费
Collected so far and expected full year, per policy, with one command.一个指令即可查看已收保费和全年预期，按保单列出。
Customers outside the portal系统之外的客户
Paste travel-insurance or walk-in customer details into the chat. The bot stores them, finds them later and reminds you of their birthdays too.把旅游保险或临时客户的资料贴进聊天，机器人保存、可搜索，并同样提醒生日。
Private by design注重隐私
Your bot answers only you. Login details stored encrypted, data backed up daily, deleted when you cancel.你的机器人只回应你本人。登录信息加密保存，数据每日备份，取消后即删除。
Simple pricing简单透明的价格
Less than RM1 a day. One saved policy pays for years of Agent Pulse.每天不到 RM1。保住一张保单，就足以支付多年的费用。
Monthly月付
RM30 / month/ 月
- Daily reminders at your chosen time每天在你设定的时间发送提醒
- All features included包含全部功能
- Cancel any time随时取消
Yearly年付
RM300 / year/ 年
- Everything in Monthly包含月付的全部内容
- Pay once, forget about it一次付清，不再操心
- Founder price locked for life for the first 20 agents首 20 位代理人享终身创始价
14-day free trial on either plan. To start, open the demo bot and type your name and phone number; we reply in the chat. 两种方案均享 14 天免费试用。开始方式：打开演示机器人，输入你的姓名和电话，我们会在聊天中回复你。
Frequently asked questions常见问题
Which insurers does it work with?支持哪些保险公司？
Agent Pulse works from your agent portal login, so it is not tied to one insurer. Start the free trial, give us your login through the secure form, and your first morning message arrives within a few days. You only start paying once it is running. If your portal turns out not to work, the trial simply ends at no cost.Agent Pulse 通过你的代理人系统登录信息运作，不限于某一家保险公司。开始免费试用，通过安全表格提交登录信息，几天内你就会收到第一条早晨提醒。服务正常运行后才开始收费。如果你的系统无法支持，试用自动结束，无需支付任何费用。
Is my portal login safe?我的系统登录信息安全吗？
Your login is collected once through an encrypted web form, never in chat, and stored encrypted. It is used only to read your own policy list each morning. You can change your password and tell us any time, and we delete everything when you cancel.登录信息只通过加密网页表格提交一次，绝不在聊天中索取，并以加密方式保存，仅用于每天早晨读取你自己的保单清单。你可随时更改密码后通知我们；取消服务后所有数据即删除。
Why does the daily check sign me out of the portal?为什么每日检查会把我登出系统？
The portal allows one active session per agent. When Agent Pulse signs in to read your list, any session you have open is ended. That is why you choose a time, for example early morning, when you are not using the portal yourself.系统每位代理人只允许一个在线会话。Agent Pulse 登录读取清单时，你当时打开的会话会被结束。所以请选择一个你不使用系统的时间，例如清晨。
What exactly is in the morning message?早晨提醒具体包含什么？
Today's policyholder birthdays (plus birthdays of customers you added manually), premiums due in 3 days with amount and payment method, and policies reaching a commencement anniversary. Use /upcoming to look further ahead and /collected for premiums collected this year.当天的保单持有人生日（以及你手动添加客户的生日）、3 天后到期的保费（含金额和付款方式）、以及达到生效周年的保单。用 /upcoming 查看未来的提醒，用 /collected 查看今年已收保费。
Do I need to install anything?需要安装什么吗？
No. Everything happens inside Telegram, which you already use. There is nothing to install on your phone or computer.不需要。一切都在你已经在用的 Telegram 里完成，手机和电脑都无需安装任何东西。
Can I change the reminder time or turn it off?可以更改提醒时间或暂停吗？
Yes. Send /time 07:30 to move it, and /notify off to pause the morning message while keeping all commands available.可以。发送 /time 07:30 更改时间，发送 /notify off 暂停早晨提醒，其他指令仍可使用。
How do I pay, and can I cancel?如何付款？可以取消吗？
After the 14-day trial you receive a payment link that accepts FPX online banking and cards. Cancel any time; the reminders stop at the end of the paid period and your data is deleted.14 天试用后会收到付款链接，支持 FPX 网上银行和信用卡。可随时取消；提醒会在已付费期结束后停止，数据随即删除。
Is my clients' data handled under PDPA?客户资料是否符合 PDPA？
Yes. Client names, policy numbers and dates are processed only to produce your reminders, stored encrypted with daily backups, never shared or sold, and deleted when you cancel. See the privacy notice.是的。客户姓名、保单号和日期仅用于生成你的提醒，加密保存并每日备份，绝不分享或出售，取消后即删除。详见隐私声明。
See it with sample data, right now现在就用示例数据体验
The demo bot runs the real product on fake clients. Send /today and you will see tomorrow's message for yourself.演示机器人用虚构客户运行真实产品。发送 /today，立即看到明天早晨你会收到的提醒。
Open @AgentPulseDemoBot打开 @AgentPulseDemoBot