my insurer, the leading insurance marketing platform for intermediaries

YOU OWN AN AGENCY OR ADVISORY FIRM

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

New release to bring the best functionalities that helps intermediaries to optimise their conversion

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

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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