Tools hub
Tools & official portals
Chengbao education tools plus the official portals below—open them yourself. Regulator / VHIS / insurer pages are labelled third-party; we are not an insurer site and do not submit applications or log into customer accounts for you.

Start with Chengbao tools to frame needs and compare dimensions, then open insurer public catalogues, service hubs or public quotes where available. We do not mirror or scrape login-walled tools. Soft CTA: book a question-list session.
Chengbao education tools
On-site frameworks: needs, buy path, glossary, compare, planning and decision matrix—no scores, no product rankings.
Needs checklist tool
12-step interactive → must-ask list (no score, no product push)
Open tool →Compliance hard checklist
Signing, premiums, IA, underground red flags, cooling-off & tactics
Open tool →Needs overview
Persona + pain-point supplementary reading
Open tool →Needs analysis module
Planning module: completeness questions and category gaps
Open tool →Buy guide (7 chapters)
Before buy → people → priority → meeting → after sign
Open tool →FAQ
Worth-it, cooling-off, FX, intermediaries, VHIS
Open tool →Glossary (hover terms)
Plain-language terms + in-article tooltips
Open tool →Category compare + decision matrix
Medical / CI / life / savings / cross-border dimensions + matrix viz
Open tool →Protection toolbox
Tool types by purpose—not an on-sale catalogue
Open tool →Six insurer archives
AIA / Prudential / Manulife / AXA / FWD / Sun Life—education, no ranking
Open tool →Article library
P1 principles, P3 long-term, blog features, cornerstone
Open tool →
Regulator & government portals
Licence check, complaints, consumer education and VHIS certified plans—official pages win.
IA — Consumer corner
Third-party official linkBuying tips, complaints and education hub
Open official site →IA licensed intermediary register
Third-party official linkVerify licence and principal before meetings
Open official site →IA complaints (conduct)
Third-party official linkConduct issues: sales, cooling-off delivery, needs analysis
Open official site →IA Cooling-off Guideline GL29 (PDF)
Third-party official linkLife policy cooling-off framework—check current version
Open official site →VHIS list of certified plans
Third-party official linkStandard / Flexi plans and premiums on Health Bureau site
Open official site →VHIS consumer FAQs
Third-party official linkWhat certification means, tax relief, vs non-VHIS plans
Open official site →Insurance Complaints Bureau
Third-party official linkClaims disputes vs member insurers—scope on their site
Open official site →
Major insurers — public product / service / quote pages
Public entries for six common life insurers—open product hubs, service pages or public quotes yourself. Login portals are linked for orientation only; we do not scrape or fill forms. Suitability still needs a licensed intermediary.
AIA Hong Kong — home
Third-party official linkHomeProduct catalogue, service and company hub
Open official site →AIA — product categories
Third-party official linkProductsPublic health / life / savings hubs—not our recommendations
Open official site →AIA iShop / buy online
Third-party official linkPublic quote / buySelected online applications / indicative premiums
Open official site →AIA — help & support
Third-party official linkServicePayments, policy service and digital account entry
Open official site →Prudential HK — home
Third-party official linkHomePersonal insurance and services overview
Open official site →Prudential — products
Third-party official linkProductsPublic product-category navigation
Open official site →myPrudential info
Third-party official linkCustomer portalOnline policy management info (login required)
Open official site →Manulife HK — home
Third-party official linkHomeIndividual insurance and wealth hub
Open official site →Manulife — individual products
Third-party official linkProductsPublic individual product categories
Open official site →Manulife — personal login help
Third-party official linkCustomer portalDigital service registration / login guide
Open official site →AXA Hong Kong — home
Third-party official linkHomeLife, health and general insurance hub
Open official site →AXA Emma / online login
Third-party official linkCustomer portalEligible policyholder portal (login)
Open official site →FWD Hong Kong — home
Third-party official linkHomePersonal insurance and digital services
Open official site →FWD — products
Third-party official linkProductsPublic categories incl. some online-buy product pages
Open official site →Sun Life HK — home
Third-party official linkHomeLife, health and wealth solutions hub
Open official site →Sun Life — insurance & wealth
Third-party official linkProductsPublic solution-category navigation
Open official site →