Rates
How engagements are priced
Most work is scoped to a renewal window, a book segment, or a briefing. Exact fees depend on extract quality and policy count — the figures below are starting points, not a menu of subscriptions.
| Engagement | Starting rate | Basis |
|---|---|---|
| Policy Renewal Analytics Report | HK$18,800 | Per renewal window, up to 250 policies |
| Broker Portfolio Visualization | HK$12,500 | Per quarter |
| Quarterly Retention Briefing | HK$9,800 | Per session; four-pack retainer available |
| Commission & Book Mix Review | HK$7,500 | Quote after extract review |
What moves an estimate
- Number of branches or producer desks in scope
- Whether extracts arrive cleaned or need reconciliation passes
- Client-facing wording in Chinese and English
- On-site briefings outside Kowloon
- Rush delivery inside ten business days
Deposits
A 40% deposit holds a renewal window on our calendar. The balance is due on delivery of the final pack. Informational rates only — no online checkout.