Never lose a client. Never miss a renewal.
Signal Recall is the AI-powered CRM built for Hong Kong insurance agents. It tracks policy renewals, remembers every client detail, spots coverage gaps, and drafts personalized follow-ups — so you close more and forget nothing.
Free plan includes 10 AI actions per month. No credit card required.
326
Clients
18
Signals
7
Drafts
84
Actions
Policy Renewal
陳太太's medical plan renews in 14 days
Birthday
David Wong's birthday is in 3 days
Coverage Gap
李先生 has no critical illness rider
Top agents don't just sell — they remember everything
Your clients trust you with their family's protection. But with 200+ clients, how do you remember every spouse's name, every child's school, every policy expiry date? Signal Recall is your AI-powered memory — it captures every detail from your WhatsApp chats, meeting notes, and business cards, then reminds you at the perfect moment to follow up.
Built for how HK agents actually work
From tea meetings in Central to WhatsApp voice notes at midnight — Signal Recall fits your workflow.
Client Profiles That Remember Everything
Family members, policy details, life milestones, personal preferences — your AI agent builds complete client profiles from every WhatsApp chat, meeting note, and business card. Profiles that grow richer with every interaction.
Never Miss a Renewal or Milestone
Policy renewals, birthdays, children's graduations, job promotions — your agent tracks every important date and alerts you at the right moment to reach out. No more surprises.
Personalized Messages in Seconds
Your agent drafts context-rich follow-ups that reference past conversations and personal details. WhatsApp, email, or WeChat — in English, Cantonese, or Mandarin. You review and send.
Snap a Business Card, Agent Does the Rest
Photograph a business card at a networking event, paste a WhatsApp chat, or forward a client email. Your agent extracts names, numbers, family details, and policy info — zero manual entry.
See Your Pipeline at a Glance
Know which clients need attention, which policies are up for renewal, where you have coverage gaps to cross-sell, and who you haven't reached out to in too long.
English, Cantonese & Mandarin
Draft messages in English, Traditional Chinese, or Simplified Chinese. Perfect for Hong Kong agents serving clients across languages and generations.
Start closing more in minutes
Import your book of business
Drop in business cards, WhatsApp chats, or client spreadsheets. Your agent extracts every detail — policy numbers, family members, preferences — you don't type a thing.
Agent watches your book 24/7
Your agent monitors every renewal date, birthday, and follow-up. When a client's medical plan is about to expire or you haven't talked to a prospect in 3 weeks — you'll know.
Review, approve, send
Your agent drafts personalized renewal reminders, birthday wishes, and check-in messages. You review, adjust the tone, and send via WhatsApp or email. Every interaction is logged.
See it in action
Signal Detected
陳太太 mentioned her son is starting at HKU this September.
Suggested Action
Reach out to discuss student insurance or savings plan before the semester starts.
AI Draft
Hi Mrs. Chan! Congratulations on your son getting into HKU! If you'd like, I can put together some options for student coverage before September. Happy to chat over tea whenever suits you.
Client Data, Fully Encrypted
All client information is encrypted with AES-256-GCM. Your agent drafts and suggests — but never contacts clients without your approval. PDPO-compliant data handling.
Your Book, Your Control
Your client relationships belong to you — not your agency or a platform. Export anytime. We never share, mine, or monetize your client data.
You Approve Every Message
Powered by the latest AI. Your agent drafts renewal reminders and follow-ups — you decide what goes out. Every message, every send, is yours to control.
Made for Hong Kong
Servers in Asia-Pacific. Trilingual support (English, Traditional Chinese, Simplified Chinese). Built by people who understand the HK insurance market.
The best agents never forget. Neither will you.
Join Hong Kong insurance professionals using Signal Recall to retain more clients, catch every renewal, and build deeper relationships. Free plan includes 10 AI actions per month.