See a client's existing cover, premium, nominees and purpose on one page, then hand them a report to keep.
To install on iPhone: tap Share⎋ then Add to Home Screen. 安装到 iPhone：点分享，再选添加到主屏幕。
1Load policy data 载入保单资料
Accepts Policy_Review_Template.xlsx, your own policy summary, or an ePartner export (.xlsx / .csv). Excel files are read inside your browser only.
Or use screenshots 或上传截图
Checking whether screenshot reading is available…
2Confirm columns 确认栏位
I matched your file's columns automatically. Please check — fields marked * are required. Choose "(not in file)" if the column doesn't exist; I will leave it blank, not guess.
3Client & review standard 客户资料与检视标准
For each standard, pick a fixed amount, a multiple of annual income (e.g. ×10 for Life, ×5 for CI), or Custom amount. Default: RM 1,000,000 for Life, CI, Retirement and Medical. It is your planning benchmark, not an official figure, and decides where the report shows "Review 可加强".
4Add a policy 新增保单（可选）
For policies the client holds that are not in this file — e.g. bought from another insurer, as long as you have the record. 客户在其他公司买的保单，只要你有记录，可以在这里加入。 Fields marked * are required. Leave unknown amounts blank.
5Insurer & purpose 保险公司与保单目的
Pick the insurer (or type another name) and what each policy is for. Both show on each policy card. For purpose, choose Other… to type your own. 选择保险公司与每份保单的目的，会显示在保单卡片上。