株式会社hokan

株式会社hokan develops and sells hokan®, a cloud-based system for insurance agencies in Japan. The product consolidates customer and policy contract information on a single platform, covering the full agency workflow from first customer contact through after-follow-up. Functional modules described by the company include centralized customer records, templates for activity logs and reports, intention-confirmation and comparative product recommendation (enabling paperless proposal of configurable recommended products), file management with documents linked to each customer and full-text search of past files, after-follow-up tracking for accidents, complaints and unpaid premiums, maturity/renewal handling with automatically applied renewal conditions and progress visibility, mobile data entry, an activity view listing all customer interactions recorded in the system, and aggregation/analysis with configurable CSV export for management indicators and performance tallies.

The company positions hokan® around three stated values: all-in-one customer management, building business workflows that comply with Japan's Insurance Business Act, and organization-wide productivity gains from consolidating data in one platform. It frames the target problems as information scattered across systems, Excel and paper, insufficiently documented sales activity and customer response (weak internal control posture), and administrative workload that crowds out customer after-follow-up. The site also emphasizes reduction of paper and overhead costs and the creation of more selling time with customers.

Business model

The company licenses the hokan® platform to insurance agencies, with a pricing simulation offered on its website and downloadable product documentation as the entry point. Alongside the software it provides paid-for or bundled onboarding services: migration of data from existing systems, implementation support in which customer success staff design an operating model suited to each agency's objectives, and ongoing utilization-promotion support including proposals for new workflows and introduction of upgraded features after go-live.

Traction

The site publishes customer case studies, including Orix Life Insurance on combining visibility of field sales activity with sales-force development, Insurance Network Center reporting standardized business processes and double-digit revenue growth alongside an increase in meeting volume, and Happy Life on using accumulated system data to deliver consistent service. The company states its customer success members have supported implementations at a large number of agencies.