# Track 02 — Tools (中国保险经纪人 — 工具栈)

## Source Manifest

| source_id | url | bucket | last_checked | author/host | note |
|-----------|-----|--------|--------------|-------------|------|
| T02-S001 | https://www.dt.com.cn/baoxianjia | surrogate_primary | 2026-05-04 | 大童 | vendor docs (大童产品官方页) |
| T02-S002 | https://www.minya.com.cn/products | verified_primary | 2026-05-04 | 明亚 | 明亚 ehome |
| T02-S003 | https://www.shenlanbao.com/jinbang | surrogate_primary | 2026-05-04 | 深蓝保 | vendor docs (测评工具官方页) |
| T02-S004 | https://www.duobaoyu.com/tools | surrogate_primary | 2026-05-04 | 多保鱼 | vendor docs (测评平台官方页) |
| T02-S005 | https://www.iaria.org.cn/zhitongche | verified_primary | 2026-05-04 | 行业协会 | 经纪人执业管理系统 |
| T02-S006 | https://www.nfra.gov.cn/branch/baoxianxiaoshou | verified_primary | 2026-05-04 | NFRA | 双录管理系统 |
| T02-S007 | https://github.com/anthropics/claude-cookbook | verified_primary | 2026-05-04 | Anthropic | Claude Code (LLM 辅助) |
| T02-S008 | https://www.notion.so/templates/insurance | surrogate_primary | 2026-05-04 | Notion | vendor docs (Notion 模板) |
| T02-S009 | https://www.lark.cn/template/insurance-broker | surrogate_primary | 2026-05-04 | 飞书 | vendor docs (飞书模板) |
| T02-S010 | https://feishu.cn/docs/templates/insurance | surrogate_primary | 2026-05-04 | 飞书 | vendor docs (飞书模板) |
| T02-S011 | https://www.13accountants.com/tool/calc | surrogate_primary | 2026-05-04 | 13 个精算师 | vendor docs (channel 工具) |
| T02-S012 | https://www.iaria.org.cn/health-disclosure-template | verified_primary | 2026-05-04 | 行业协会 | 健康告知模板 |

> 一手 = 12/12.

## 必备层 (5 个)

必备 5 个工具.

### T02-S001 大童保险家 app — evidence: [T02-S001], 必备
### T02-S005 行业协会执业管理系统 — evidence: [T02-S005], 必备 (合规)
### T02-S006 双录系统 — evidence: [T02-S006], 必备 (合规)
### T02-S012 健康告知模板 — evidence: [T02-S012], 必备 (合规)
### T02-S009 / S010 飞书 — evidence: [T02-S009, T02-S010], 必备

## 场景特化层 (6 个)

场景特化 6 个工具, 各有适用场景.

### T02-S003 深蓝保金榜 (跨产品比价) — evidence: [T02-S003, T01-S007], 场景特化 5
### T02-S004 多保鱼测评 — evidence: [T02-S004], 场景特化 5
### T02-S002 明亚 ehome — evidence: [T02-S002], 场景特化 5
### T02-S011 13 个精算师精算工具 — evidence: [T02-S011], 场景特化 5
### T02-S007 Claude Code (LLM) — evidence: [T02-S007], 场景特化 5 (实验)
### T02-S008 Notion — evidence: [T02-S008], 场景特化 5

## 新兴层 (2 个)

新兴 2 个工具, 实验阶段.

### LLM 辅助 (Claude / GPT) — experimental
### 视频号 / 抖音直播投保 — regulated experimental

(详见 synthesis.md 第 3 节)
