보험 계약갱신 알림·추적 도구
보험설계사 CRM 자동화
보험 계약갱신 알림·추적 도구
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Insurance agents manage an average of 200-500 clients, each holding multiple contracts. If renewal dates are tracked in Excel or a notebook and missed, contracts lapse, erasing accumulated commissions. Contacting clients 30 days before renewal is the golden window, but systematic date management is nearly impossible.
Upload a contract list (Excel/CSV) to automatically generate a calendar of renewals, expirations, and payment due dates. Send notifications to agents at 30/14/7 days and D-day, and enable one-click dispatch of customer notification messages (integrated with Kakao AlimTalk). Input: contract list. Output: renewal calendar + automatic alerts + customer dispatch history.
| N Novelty | 1-5 | How uncommon the service is in market context. |
| U Urgency | 1-5 | How urgently users need this problem solved now. |
| M Market | 1-5 | Market size and growth potential from proxy indicators. |
| R Realizability | 1-5 | Buildability for a small team with realistic constraints. |
| V Validation | 1-5 | Validation signal quality from competition and demand data. |
| Tech Complexity | / 40 | Difficulty of core implementation stack. |
| Data Availability | / 25 | Practical availability and cost of required data. |
| MVP Timeline | / 20 | Expected time to ship a usable MVP. |
| API Bonus | / 15 | Bonus for viable public API leverage. |
| Competition | / 20 | Signal quality from competitor landscape. |
| Market Demand | / 20 | Demand proxies from search and mention patterns. |
| Timing | / 20 | Fit with current shifts in tech, behavior, and regulation. |
| Revenue Signals | / 15 | Reference evidence for monetization viability. |
| Pick-Axe Fit | / 15 | How well the concept serves participants in a trend. |
| Solo Buildability | / 10 | Practicality for lean-team implementation. |