1. Is the chatroom linked to Whatsapp?


​No the chatroom is an independent function of my-insurer. If you wish to whatsapp your client, please do so directly from client's profile page "Send Whatsapp"


2. How does the chatroom work?


The chatroom allows you to send private messages to your client directly to the app. You may attached files alongside your messages e.g. Benefit Illustration etc.
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3. How will I be notified if my client sends me a message?


You will receive a pop up notification if you are logged onto the system, after which the notification stays in te bell alert (top right hand corner). You can also access the notification from the Notification Management module. Alternatively, if you enable the email notification via your profile settings, you will receive a notification on your email.
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4. Can I create a group chat?


You cannot create a group chat on my-insurer at this time.


5. Can I search the chat history by keywords?


You cannot search the chat history by key words at this time.


6. Can I download chat history?


You cannot download chat history at this time.


7. Can I send/receive files?


Yes. You can send and receive files to/from your client


8. What format of files are compatible?


pdf", ".doc", ".docx", ".jpg", ".png"


9. What is the maximum file size per attachment?


6 MB per upload.
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10. Where is the file stored?


The file is stored on Microsoft Azure; Cloud.


11. What does "Type" means?


Type is "chat to client" or "comment" on Policy/Claim/Quotation


12. How do I access to the chat?


To start a chat with a client, go to "Portfolio Overview" > " Client" > "Select client" > "Send a message" To view a list of previous chats and thread, access "Chatroom" > "Select Chat"
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13. How long do I keep the notifications history?


The chat stays in the system infinitely.


14. Can I delete the conversation?


No.

15. Can I have the chatroom on my mobile?
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You can access the chatroom via your mobile browser ie Safari, Chrome etc.