getBora

Sales + policy management. One place.

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Hong Kong9:41am•19 October, 2026
A desk buried in insurer statements and spreadsheets at night

For Hong Kong insurance brokerages

Your agency is growing.
Your spreadsheets aren't.

getBora runs your brokerage's back office in one place: clients, policies, new business, commission and consultant admin, with an AI that answers from your live book.

Free for up to 50 clients. Every module included. No card needed.

New business

Submit in 5 steps. Track to issued.

Built for every seat

  • Principals
  • Managers
  • Consultants
  • Operations
  • Compliance
  • Finance
  • Clients
For HK brokers & IFAs Move your cursor across the deskDrag across the desk Scroll to explore ↓

The platform

Each firm's data is kept separate. Each user sees their own, their team's or the whole firm's book.

One back office for the whole brokerage. New business, policies, commission and consultant admin move through one audited flow, so nothing lives in a spreadsheet again.

Who signs in

PrincipalsOperationsFinance

Modules

One place for the whole book

  1. 01Sales · New business

    Submit in 5 steps. Track to issued.

    A five-step case wizard with maker/checker sign-off, a document checklist and an audit trail at every stage. Issuing the case creates the policy.

    • Maker / checker
    • Audit trail
    • ILAS follow-up
    New business
    New business case with a seven-stage tracker and document checklist 7-stage tracker Maker / checker Document checklist

  2. 02Policy · Record

    Every policy. One live record.

    Premiums, commission splits, servicing rights and the full transaction history. When a producer leaves, reassign their whole book in one go.

    • Lifecycle
    • Servicing transfer
    • Batch reassign
    Policy record
    Policy record with premiums, policy details and commission scheme Lifecycle status Commission scheme Override income

  3. 03Sales · Team

    Overrides roll up the tree.

    A region-to-planner hierarchy with override income rolled up the chain, live team APE and commission, and the MDRT, COT and TOT race.

    • Hierarchy
    • Overrides
    • MDRT tracking
    Team dashboard
    Manager dashboard with team APE, commission and an MDRT tracker Live team APE Case status MDRT race

  4. 04Finance · Commission

    Verified before payday.

    Match insurer statement lines to policies, approve expected commission, then run payouts that each consultant verifies before the bank file is built.

    • Reconcile
    • Payout runs
    • Bank file
    Payout run
    Payout run listing each producer's net commission and verification status Send to verify Each consultant verifies Bank file export

Screens show demo data.

Also inside

Everything else your back office runs

  • 01

    Bora AIAnswers from your live book, scoped to what each user may see.

    Ask about top clients, commission totals or the new-business pipeline. Answers come from your live book, scoped to what each user may see.

  • 02

    ComplianceFNA sign-off, e-KYC/AML cases and ILAS post-sale interviews.

    FNA sign-off, an e-KYC/AML case register and ILAS post-sale interviews, tracked in one queue.

  • 03

    Consultant adminSEP-MPF payroll, payslips, leave, CPD and IR56 reports.

    SEP-MPF payroll, payslips, two-stage leave approval, CPD courses and IR56 reports.

  • 04

    Service logClient requests as threads, with handover and AI-drafted replies.

    Client requests as ticket threads, with reassignment, handover and AI-drafted replies.

  • 05

    Client ZoneA portal for clients' policies, documents and requests.

    A portal where clients see their policies and documents and raise service requests.

  • 06

    Access & auditSeven roles plus custom ones, every approval on the record.

    Seven built-in roles plus custom ones. Each firm's data is isolated, and every approval is on the record.

Built for Hong Kong

Hong Kong rules, coded in.

  • 0

    Hong Kong insurers in the product library

  • 0

    Products catalogued, from life and medical to MPF and ILAS

  • 0

    Built-in roles, plus your own custom roles

  • 0

    Audited stages for every case, from draft to issued

Rules the system already knows

  • SEP-MPF payroll
  • IA appointment limits checked
  • ILAS post-sale interviews
  • MDRT · COT · TOT
  • CPD & licence watchlist

Plans

Start free.
Pay when you grow.

Free

HK$0forever

No card needed

  • Up to 50 clients, 100 policies and 2 users
  • Every module included
    • New business
    • Policy records
    • Team and overrides
    • Commission and payouts
    • Compliance
    • Consultant admin
    • Client Zone
    • Reports
    • Bora AI
  • Bora AI comes with a monthly question allowance

Firm

Recommended

HK$ –/ month per firm

Launch price announced soon

  • No client or policy cap
  • Team size and limits set with you
  • Upgrade by invoice: FPS or bank transfer
  • Help loading your existing book

Go over the Free limits and nothing is lost: your book stays viewable and exportable until you upgrade.

Questions

Before you start.

Plans, limits and your data, in plain English.

What is included in the Free plan?

Every module, for up to 50 clients, 100 policies and 2 users. Bora AI is included too, with a monthly allowance of questions. No card is needed.

What happens if we go over the Free limits?

Your import still finishes. The account then becomes view-and-export only until you upgrade or trim back below the limits. Nothing is deleted.

How do we upgrade?

Request an upgrade in getBora or talk to us, and we send an invoice you can pay by FPS or bank transfer. Your limits are lifted once payment is confirmed. The paid Firm plan has no cap on clients or policies, and we set the team size with you.

Is our data kept separate from other firms?

Yes. Each firm's data is isolated at the database level, using row-level security. Each user sees only their own, their team's or the whole firm's book, depending on their role, and every approval is recorded in an audit trail.

Can we get our data out?

Yes. You can export your clients and policies to CSV at any time, even when you are over the Free limits.

Can you help us load our existing book?

Yes. Send us your spreadsheet and we will help load your clients and policies.

Is it built for agencies and IFA firms?

Yes. getBora is built for Hong Kong brokerages and IFA firms. It covers the agency hierarchy from region to planner, override income, MDRT, COT and TOT tracking, SEP-MPF payroll, IA appointment limits and ILAS post-sale interviews.

Is there a Chinese version?

Client and product names support Traditional Chinese. The interface is in English today.