We are
The first & only DPTM certified
ecosystem dedicated to financial advisors & insurance intermediaries in Asia! |
A certified Fintech
designed to collect, reward, advise & manage comprehensively insurance prospects & clients. |
A unique insure-tech & health-tech platform
that provides tangible and impactful healthcare & lifestyle service to members for free. |
You own your Financial Advisory Firm or Agency
Differentiate yourself to recruit & retain! monitor & stay in control! Collect smart & compliant data and reduce significantly their operational cost! |
You are an Independent Insurance Agent
Get leads, reward them & Scale up! Protect your business, reward your clients and boost your sales |
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AS AT SEPTEMBER 2020
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POLICIES
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FINANCIAL ADVISORS REPRESENTING THESE FIRMS TRUST US!
Our platform uses the best of open source solutions to serve our customers
OUR IT SECURITY
We are integrated with a certified IT Cyber Risk Platform that monitors continuously and gives a monthly “MCE Rating” that attests to our level of security.
We are integrated with a certified IT Cyber Risk Platform that monitors continuously and gives a monthly “MCE Rating” that attests to our level of security.
by
Understand My-insurer and Wellnex
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