YOU OWN AN AGENCY OR ADVISORY FIRM

Get your white label - GDPR compliant - PDPA compliant - Data vault - Team management platform
Digitalise to scale up and protect your business
  • Create & edit unlimited sales account for your agents
  • Generate leads and allocate them to your sales agents
  • Get a full view of your team performance 
  • Recruit, train and retain your sales through marketing functionalities
  • Ease your team admin with centralised functionalities
  • Consolidate overall data & protect your agency portfolio
  • ​Provide an insurance wallet through an app to your clients

YOU ARE AN INDEPENDENT AGENT OR FINANCIAL ADVISOR

Think big and get access to a crm & set of marketing tools to build up & protect your business 
Get ​a one stop shop digital agency to
  • Get your portfolio in one protected & compliant place 
  • Fasten & scale up your prospection with marketing tools
  • Nurture, manage and administer easily your portfolio
  • Service & communicate in real time with your clients 
  • Provide relevant insurance reports & status to your client 
  • ​Provide an insurance wallet through an app to your clients

THEY TRUST US

Since the launch of the platform in September 2017, our track record

AS AT MAY 2019

PARTNERS

POLICYHOLDERS

POLICIES

WE WORK WITH THEM

Our platform uses the best of open source solutions to satisfy our customers

WE  UPGRADE OUR PLATFORM EVERY MONTH

New release to bring the best functionalities that helps intermediaries to optimise their conversion
May 2019 Release
  • Plug the CPF functionalities in the app. Now all users can get access to their CPF main touch points such as CPF Life estimator, Retirement sum scheme payout calculator, D-Bonus and V-Bonus Calculator, CPF withdrawal Calculator, Ordinary Account & Medisave, MediShield Life Calculator. 
  • Design UI/UX upgrade of the CRM & CSM to make it more ergonomic aperForm integration that enables online insurance purchase application in b
April 2019 Release
  • Integration with Jitsi a secured and fully featured video conferencing. Now intermediaries can do mobile or desktop video call and share file and discuss with their prospects, clients or processing team directly by a simple click.
  • PaperForm integration that enables online insurance purchase application in both app and crm platform
March 2019 Release
  • Mobile phone Insurance plugged in. Users can now buy their device protection through the app by going to "I buy". The coverage goes up to SGD 1,000 for Loss, Theft, Damage anywhere in Singapore.
  • Launched the Voucher process for Intermediaries using the platform. They can purchase Vouchers and give them to their users, prospects that will retrieve it for free once they have downloaded the platform
February 2019 Release
  • Integration of Freshdesk to support customer requests directly through the platform 
  • FAQ & Training facilitated with smart search function
  • Revamp of the delete functionality to allow deletion of each and every data input 
January 2019 Release
  • Enterprise Account. Agencies, Advisory Firm, Brokers can now sign for a corporate account
  • Create unlimited account yourself, control, edit and monitor their access and activity
  • Create leads or clients and allocate them to one or multiple account
  • Supervise communication, product library, activity of your account
December 2018 Release
  • Know Your customer & Financial Needs Analysis module for intermediaries and Customer
  • Financial simulator in the app for customer to plan their financial goals & needs 
  • PDF download and send out functionality of Customer Portfolio, KYC and FNA Summary for intermediaries
November 2018 Release
  • PDFescape integration
  • Personalised your pdf files with corporate/individual branding 
  • Add comments, edit, delete text​​
October 2018 Release
  • Personalised Mass Mailing functionality similar to Mailchimp or Sendgrid
  • Now intermediary can design and customise marketing campaigns to keep his customers more engaged!
  • Intermediary can use their personalised address or my-insurer address to send customised content to unlimited leads and policyholders they have selected according to specific criteria.
  • Intermediary can create and save templates,  add merge tags and send via emails or app messages.
September 2018 Release
  • Intermediaries can differentiate their Leads from their Policyholders to know where they stand and who they should prospect or nurture. 
  • Intermediaries can differentiate the policies of their customers that are part or not of their Business. They can now ask their customer to share to them all their insurance portfolio. They will be able to put everything in the system and have the full view of their financial situations 
August 2018 Release
  • ​​Send, receive and share documents from the app or the software.
  • Intermediaries and customer can now download and upload documents and share them accordingly. It can be used for a prospect that wishes to share his current insurance portfolio to his agent for diagnostic
  • Integration with open source platform such as: STRIPE, WHATSAPP, TEAM UP​
July 2018 Release
  • ​Super agent module can consolidate all the data from his agent. 
  • Super agent can share the product library and leads to one or many agents.
  • Super agent has access to a real time dashboard, drill down to the specific agent and evaluate his activity
 June 2018 Release
  • Dashboard: Intermediaries have a real time dashboard that gives them a view of their activity and performance
  • Bulk policies: now intermediaries can issue bulk policies and allocate their product to unlimited number of clients. Creating and issuing policies become extremely efficient
May 2018 Release
  • Intermediary can add a customer that already exist in the platform into their portfolio
  • Customer can now register into the platform using their mobile phone
  • Intermediary can download all the data from the platform. He can download at client, policy, product level
April 2018 Release
  • ChatBot - Intermediary can use the chatbot to enrol their prospect into the app
  • Publishing module​ - Intermediary can send content to limited leads and policyholders they have selected according to specific criteria.
  • KYC & Quizz: Intermediary can use a simple KYC & FNA to generate leads and engage into a discussion before including them into the platform
February 2018 Release
  • ​Product Benefits into the app and in the system. Intermediary can design their own products and input benefits that are nicely shown into the app. 
  • The app showed the administrative side of the policies such as policy wording and policy schedule ; now it shows the coverage and main benefits. It also show the gap of the coverage and the entire set of benefits 
January 2018 Release
  • Email notification: customer receive an email as soon as their profile has been edited, a policy issued or any action has been done by their intermediaries. 
  • Renewal notification: soon from the expiry, intermediaries receive a notification to invite them to create a renewal.
  • Customer can be created by the intermediary directly from the system. He does not need to wait for the customer to download and select him. 
Download my-insurer app here

Contact Us

You want to join us as an intermediary or a partner 

important notice

about us

Term of USe
- my insurer does not invite nor solicit its users to purchase insurance products  ​ 
- my insurer is not responsible for any recommendations or advises you may receive at any point of time while using the app
- any question relative to data management: data@my-insurer.net
my-insurer is a Private limited company based in Singapore 

​
PDPA Compliance
Term & Conditions for Relationship Manager
​Term & Conditions for the App User
Privacy Policy
Insurance Compliance Policy
Presentations
Quick Buy T&C
Functionality Listing
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My Insurer Private Limited – Singapore - N 201903812R – All rights reserved ​