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New release to bring the best functionalities that help intermediaries to optimise their conversion
Wellnex overall functionalities from Matthias de Ferrieres
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January 2023 Release
  • Make the deployment of the App easier and more flexible,
  • Now the App to be launched can be fully customised with different names, different features attached to it, can remove features or adjust them to fit perfectly to the client users. 

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December 2022 Release
  • Launch of Wellnex App Launcher, a new layer that allow a company willing to launch multiple app to do so and stay in full control.
  • With Wellnex App Launcher, a company can design and deploy unlimited apps for its clients, or partners and be sure that relevant contents, shops, benefits and services will be attached to the App to make the App interesting. 

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November 2022 Release
  • Integration of MoneySense in Wellnex and White Label services

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October 2022 Release
  • Deployment of Free online Game in partnership with Poki

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September 2022 Release
  • Deployment of the Tele-consultation functionality with ManaDr in App

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August 2022 Release
  • Deployment of a Wellnex White Label Product. Now any agency, firm, company willing to get their own app with relevant content can get it in less than 3 weeks.
  • App offers more than 100 games online without additional download

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July 2022 Release
  • Launch of the Client data upload functionality where agents can easily upload their database in the CRM in total safety
  • Launch of the email trigger to invite Clients to become members of Wellnex - Login credentials are automatically created 

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June 2022 Release
  • Deployment of SenGrid for each White label and different tenants to send mass marketing mails on demand
  • Segmentation functionality to send email to relevant audience at White Label level

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May 2022 Release
  • Wellnex can be fully customized and deployed as a White Label
  • Any Agency or FA firm can ask to have their own label, color scheme, specific merchants, group of Clinics on demand
  • It takes 3 weeks to set up
  • In total compliance

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February 2022 Release
  • Wellnex Members can add news and merchants into their favorites to check and stay in tune at all times of their services and benefits
  • The Publication via emails can contain URL link for easy access
  • The Super Admin module can delete in bulk any Users that ask for it

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January 2022 Release
  • Financial Advisors can segment their leads, clients according to campaign, group or companies,
  • CRM can differentiate employees attached to a specific company and can target the communication accordingly
  • Revamp of the app with more visibility to partners, merchants and clinics.

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December 2021 Release
  • UOB Partnership for easy Credit Card purchase,
  • Safe Box to allow documents to be uploaded, store and shared safely between members and Property agents, Maid Agencies, Vehicles Workshops & more,
  • Revamp of the app with more visibility to partners, merchants and clinics.

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November 2021 Release
  • Buy Now Pay Later functionality with GrabPay
  • Panel of Clinics expansions with revamped cards
  • Up-load/download document facility at app and crm level to facilitate New type of transfer

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October 2021 Release
  • Multiple Factor Authentication with 2 FA Security Login
  • Full Pentest and fixes
  • Financial Planning re-assessment

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September 2021 Release
  • Pdf functionality and easy upload of Insurance policy in the Insurance wallet of Wellnex App
  • Extension of the dynamic and multi dimensional dashboard
  • Reorganisation of the overall module display

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August 2021 Release
  • Deployment of the full Loyal Program module with creation of multiple membership card,
  • Anyone can add a Wellnex or Non Wellnex Partner to its membership card so as to show cross partnership 
  • Comprehensive and dynamic dashboard to monitor the profile of all the members recruited by FAs and Merchant

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July 2021 Release
  • Anyone can join Wellnex with open registration on the website. No more restricted to Financial Advisors
  • Comprehensive Segmentation at Publication module to allow any Biz Booster Account to send email to the right audience
  • BizEnterprise Account can now restrict the access of each and every functionalities to its Biz Booster Account

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June 2021 Release
  • A Partner, Financial Advisor can refer another Partner or Financial Advisor at finger tip.
  • Publications of News and Offers are now integrated with Linkedin, Facebook and Twitter
  • Partners can now monitor who and how they have been referred

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May 2021 Release
  • Community lead or Financial Advisor can filter and send segmented emails and publications to their members according to the type of membership, their Date of Birth and Policy Anniversary
  • Community lead or Financial Advisor can add their own Online Calendar, Online Store or Online booking system and make it accessible on Wellnex App directly
  • Each members can refer their Community lead or Financial Advisor to their friends and get incentivised accordingly

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April 2021 Release
  • App deployment of the emembership card dedicated to any merchants pertaining to the app.
  • The Membership card display the benefits each members are entitled to
  • App Functionalities of direct purchase, direct booking, whatsapp redirection, referral, call, access to website and news.
  • We also reconfigured the medical card and access to our merchants and daily offers. 

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March 2021 Release
  • CRM new functionality with membership & loyalty card builder
  • CRM new functionality with access restriction management and different level of administrations
  • CRM new functionality with more plug in capabilities such as Open Source Calendly, Quandoo, Whatsapp, Weebly, Wix....
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February 2021 Release
  • SingPass Single Sign On release for Wellnex App
  • Roadside Assistance Concierge set up
  • Home Service Concierge set up 

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January 2021 Release
  • Simplify the email marketing processes
  • Review all email notifications 
  • Review the Data protections processes to comply to new rules of Pdpa

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December 2020 Release
  • Deployment of the Concierge facility. Simple call from any members to assist them in booking their clinic consultations
  • Plug-in of the MOH Health Hub Fitness tracking system into the Wellnex App
  • Email marketing integration with Sendgrid​

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November 2020 Release
  • Automation of the Financial Reports available to be sent to any prospects
  • Vendors and merchants can build their own website and make it visible into the app through the map location 

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October 2020 Release
  • Automated the deployment of New merchants publications to increase the frequency of relevant Offers for Wellnex Members
  • Redesign the App to make it more convenient and user friendly.
  • Added features in App: Rain map, Find your Way, Aggregation of News Papers, Haze monitoring
  • Integration of the Insurer customer portal into the app, so no need to download multiple app for customers

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September 2020 Release
  • Second version of the financial planning tools to allow agents to customize graphs and illustration
  • Design of the Planning pdf document to download and share to customers

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August 2020 Release
  • First version of the financial planning tools to allow agents to input Revenue, Expenses, Assets and view cash flow
  • Deployment of Planning module where you can add recommendations, future known and unknown plan​

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July 2020 Release
  • Creation of automated personalised and customised website for each and every agents to start B2C service
  • Simplification of the membership enrolment, creation of a fast enrolment with 4 questions only.
  • Simplification of Password reset, redesign of the app and membership card
activate your personalized website - video

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June 2020 Release
  • Add Teleconsultation and A.I.-driven Symptoms Assessment in My Doctor menu of the Wellnex App
  • Create Quotation from Client Quote Request, from Accepted Quotation using Products available in the Library
  • Improved level of control by the ​Super Agent to enable or disable Agents data download

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​May 2020 Release
  • Any members can upload their own policy into their app and send it to their Financial Advisors or Agents
  • Successful Pen Test done that confirmed the robustness of the platform
  • ​Digitalisation of one new regulatory item: Replacement of policy with signature

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April 2020 Release
  • Now Intermediaries can include their own logo, website and signature in any documents generated by the platform for ultimate personalisation and customisation.
  • The KYC/FNA contains additional details in line with the new requirement by LIA and MAS
  • ​Personalisation of the App to be in line with the new regulations

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March 2020 Release
  • Launch of the first online marketplace for locating, evaluating or offering healthcare services through GP, Specialist and dental clinics. 
  • Redesign of CRM access to facilitate mobile usage for the Account Manager
  • Users that fill up the KYC/FNA receives the report immediately​

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February 2020 Release
  • Insurance Intermediaries have their own blogs and can publish Youtube, Facebook, Linkedin articles.
  • Insurance Intermediaries can design their own marketing articles and invite people to share and comments
  • Wellnex website publishes all the Merchants and FAs blogs, articles or news

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January 2020 Release
  • ​Insurance intermediaries can download a MAS/LIA KYC/FNA report of their clients in pdf or in csv.
  • Revamp the clinic locators to make it clear. Users can call the clinics directly.
  • Revamp the design of the app to make it clearer and leaner, more accessible and more performant.

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December 2019 Release
  • ​Deployment of WELLNEX  a program dedicated to Financial Advisors to rewards their clients and leads
  • Insurance Intermediaries subscribes and can collect a set of data, provide recommendation on the spot while providing exclusive Healthcare & Fitness services 
  • Members enjoy affordable healthcare services, fitness and lifestyle benefits from our merchants and partners.

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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.

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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.​​



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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...)

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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 

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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 

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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


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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

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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

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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

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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 

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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

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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

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November 2018 Release
  • PDFescape integration
  • Personalised your pdf files with corporate/individual branding 
  • Add comments, edit, delete text​​

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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.

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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 

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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​

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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

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 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

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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

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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

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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 

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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. 

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 Private Limited company based in Singapore 
Wellnex is the health-tech, front-end of My-insurer

DPTM Certification Number:  DPTM-00033-202008202008

Cyber Essentials Certification Number:  CEM-2023-012
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