THERE IS A REASON WHY YOU SHOULD JOIN US

More than 30 modules & functionalities available for Insurance Intermediaries to boost their sales, protect their business, collect smart & compliant data
You own your Financial advisory firm or agency
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​Recruit, monitor & control
You are an independent insurance agent

​Get leads & Scale up​
You are certified want a FA license & stay free
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We sponsor & digitise you
You have a pool of clients interested by insurance 

​Join our referral program
You provide health & wellness services
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​Market them through us

AS AT SEPTEMBER 2019

FINANCIAL ADVISORS

POLICYHOLDERS

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

WE UPGRADE OUR PLATFORM EVERY MONTH

New release to bring the best functionalities that help intermediaries to optimise their conversion
November 2019 Release
  • ​Deployment of the Market Place Module in My-Insurer platform. It enables the publishing of Health/Wellness/Lifestyle/Insurance content into the Users app.
  • Insurance Intermediaries, Vendors and Partners can design, edit, delete Offers and News and invite their readers to like or redeem the Vouchers automatically.
  • They can create and share tutorials, videos, articles directly to their users.
October 2019 Release
  • Agents can personalise their mobile Quiz by customising their very own set of questions and pictures
  • Revamp of the Sales toolkit (Fast-KYC, Referral, mobile Quiz) that can be sent directly through WhatsApp, Facebook or email after personalization
  • Generation of a Referral number to facilitate the tagging of customers to an agent. It can be quickly sent through WhatsApp, Facebook or email.​​
September 2019 Release
  • Revamped Commission module for Agents and Super-Agents to display commission history and policy view
  • Super Agents have now access to all the informations, reports, KYC/FNA of its agents. 
  • Addition of Lifestyle questions to make the KYC/FNA even more comprehensive (BMI, Pre-existing Conditions, Smoking, drinking and health habits...)
August 2019 Release
  • ​Generate a neat and easy to read PDF format client/prospect Fact Find Form report, including the ability to insert recommendations to address prospect KYC/FNA answers
  • ​Addition of Insurance Needs assessment to collect even more data on the KYC/FNA front and provide a better set of recommendation
  • Addition of Risk Profiling Assessment to know better the profile of the agent prospects 
July 2019 Release
  • Launch of improved Administrator Account 
  • Updated to include Management and Productivity Tracking of account managers 
  • Issuance of policies, creation of renewals and quotation to streamline processes and improved efficiency for account managers
  • Lead allocation and pipeline management to enhance business acquisition 
June 2019 Release
  • Consolidation of communication governance 
  • All Queries and Feedback are only accepted through official channels such as:
    1. mi bot
    2. Query/ feedback form
    3. Whatsapp +65     98972401
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 PaperForm integration that enables online insurance purchase application seamless and fuss free
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. 

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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 advice you may receive at any point of time while using the app
  • any question relating to data management: data@my-insurer.net
My-Insurer is a Private Limited company based in Singapore 
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Data security 
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My-Insurer Private Limited – Singapore - N 201903812R – All rights reserved ​