Financial advisors use My-Insurer to engage new leads or reward their policyholders differently
while staying relevant to the insurance business.
while staying relevant to the insurance business.
Financial advisors stay data compliant, as all My-Insurer platforms are
Data Protection TrustMark Certified and
SingPass integrated!
Data Protection TrustMark Certified and
SingPass integrated!
Advisory firms and Insurance agencies can opt for a dedicated white-labeled ecosystem
My-Insurer manages, on their behalf, all health assistance and booking services with their own brand identity.
My-Insurer manages, on their behalf, all health assistance and booking services with their own brand identity.
With My-Insurer, Financial Advisors enhance their value with meaningful engagement to
- Generate more leads,
- Get more referrals,
- Cross-sell more to clients, and
- Differentiate themselves to recruit & retain agents.
What do financial advisors say about My-Insurer?
Wellnex helps me to differentiate myself compared to other advisors and to place my AIA Shield product easily as a bundle. I pay a simple fee monthly, and I can even offer it to my prospects. Very straightforward and affordable." |
As a financial advisor, I always seek ways to enhance my clients' healthcare options. CliniShield complements the H&S group products for corporate clients that can't afford more. I signed with 3 small SMEs, and CliniShield helped me to please them. |
MediMaid is the perfect addition to Helper insurance. It saves my clients money on the compulsory 6ME health screenings. It also simplifies the process, making it easier for them book and monitor.” |
I pay a simple fee per month and can give to over 42 of my clients that bought PruShield with me. Now, they have discount and priority outpatient service, thanks to me." |