Harbour Wealth Group
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FOR CHAMBERS, ASSOCIATIONS & ENTERPRISES

An AI workspace for your whole membership.

For 50+ seats, terms are agreed individually so your members gain modern tools under your programme.

Pricing

Enterprise / association · 50+ seats

HK$599

per seat / month · ~33% off · individually agreed

Member benefit programme under your brand

Onboarding and training sessions

Volume pricing agreed with you

Each member keeps control of their own clients

EVERY SEAT, EVERY MONTH

What each seat includes

Every seat on your team gets the same full allowance. Client work stays private to each agent.

8×

Content packs

30-second 1080P video each

One idea becomes a full campaign: bilingual social post, caption, a 30-second story video, a landing page with image and enquiry form, plus a 7-day to-do list.

16×

Meeting notes

up to 30-minute transcription each

Upload a fact-find recording (Cantonese, English or Mandarin). AI transcribes, summarises and pre-fills the client case for you to review and save.

12×

Proposals

3–5 pages, 3 languages

Structured client proposals drafted from saved needs and comparisons. Unsupported facts are marked "To confirm"; PDF export after licensed sign-off.

12×

Product comparisons

side-by-side, source-cited

Compare products side by side: summary, features, coverage, terms and critical insights. Every cell quotes the official brochure it came from.

20×

Follow-up drafts

renewals, servicing, re-engagement

Ready-to-send messages for enquiries, renewals and service requests. You edit and send through your own WhatsApp or email.

Plus everything in the workspace

CRM, lead capture, product library and reminders are included without counting against your allowance.

Included workspace features

Client CRM

Contacts, cases, pipeline and Today's Work in one place.

Lead capture

Enquiry forms create contacts automatically and open WhatsApp to you.

Outreach agent

Suggests who to follow up today and drafts the message.

Product library

Shared official brochures plus your own uploads, searchable with cited answers.

Appointments & renewals

Reminders and next actions so nothing slips.

Licensed sign-off

Exact-version approval before any advice document is shared.

From first post to signed proposal

AI drafts every step. You review and approve.

  1. 01

    Create a content pack

  2. 02

    Publish landing page

  3. 03

    Enquiry becomes a contact

  4. 04

    Record the meeting

  5. 05

    Compare products

  6. 06

    Draft & sign off proposal

  7. 07

    Follow up on WhatsApp

Watch the 3-minute film

Common questions

What happens if I use up my allowance?

Your records stay intact. Add-on packs will be available; you are told before anything is charged.

Does AI send messages or post for me?

No. AI drafts; you review, approve and send through your own channels.

Do I need my insurer to connect?

No. The workspace is standalone for your own clients and content.

Do unused allowances roll over?

Allowances reset monthly per seat. Final terms are in your agreement.

Illustration only. Final prices, allowances, trial and refund terms are confirmed in your written agreement. Online payment is coming soon; no payment is taken on this page.

LET’S TALK

Tell us about your plans.

Our team will reply with a demo and the offer that fits you.

Privacy notice

Harbour Wealth Group collects the details you provide to review and respond to this platform enquiry. Access is restricted to platform administrators. Please do not submit client records, identity documents or sensitive health information. For access, correction or deletion requests, contact paulchan@starthubasia.com. Contact consent applies to this enquiry only, not ongoing marketing.

HK$599 per seat / month