The Leading Marketing Platform Dedicated to Insurance Intermediaries
  • Intermediary login
  • Products
    • FA BizBooster
    • FA Enterprise
    • Merchant Builder
    • All Features
  • About us
  • News
  • Security

Training & FAQs
How to use your dashboard
​
​


1. Introduction to Dashboard
​


Dashboard allows you to have a view and manage all your activities happening on my-insurer. 
​

​
2. I want to see the number of POLICYHOLDERS/LEADS since the beginning of the year/month/week/day


The "General" tab on the dashboard shows the number of policyholders/leads by year as a default. To see leads/policyholders, monthly/weekly/day, please select the timeframe from the drop down bar on the right.
​
Picture
3. I want to see the new additional NEW CLIENTS/LEADS/POLICYHOLDERS since the beginning of the year/month/week
​


​To view additional policyholders for the year/month/week , scroll down the dashboard to access "ALL CLIENTS". You will see the additional new clients under the "New" tab and select the timeframe from the drop down bar on the right. To see only LEADS/POLICYHOLDERS, please select from the drop down menu showing client type.
Picture
Picture
Picture
8. I want to see the total number of new CLIENTS/LEADS/POLICYHOLDERS today
​


The total number of new CLIENTS/LEADS/POLICYHOLDERS for today, is shown as per indicated in the circle.
Picture
4. I want to see the total number of new policies today
​


To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. 
Picture
5. I want to see the number of new policy per line of business.
​


To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "All". 
Picture
6. I want to see the number of policy per entry date


To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date".

​7. I want to see the number of policy I processed by effective date 
​


To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date" > "Effective Date". 
Picture
8. What is the difference between entry date and effective date
​


Entry date is the date where the policy is keyed onto my-insurer system. Effective date is the inception date of the policy. 
​9. I want to monitor the lapses due this month


To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month". 
​
10. I want to monitor the lapses due this year


To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year". 

11. I want to monitor the lapses due this week
​


To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week". 

Picture
12. I want to monitor the renewal due this week
​


To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month". 

13. I want to monitor the renewal due this week


To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month". 


14. I want to monitor the renewal due this month

To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year". 
Picture

15. What is the difference between premium flow and premium booked


Evolution of the premium according to the period selected Premium booked = Lifetime value of a policy shown at issuance (Total premium that will be payable during the duration of the policy) Premium flow = Effective payment of a policy according to payment terms. 


16. I want to monitor the Premium that my business collect


Scroll down the dashboard to access "Premium" overview. You can have a view of your premium by timeframe and type by selecting your preferences from the drop down bar on the left. 


17. I want to monitor the premium that I have booked and issued
​


Scroll down the dashboard to access "Premium" overview. You can have a view of your premium by timeframe and type by selecting your preferences from the drop down bar on the left. 
​

Picture

How to use Commission Module?

Commission module allows the Account Manager to have an overview of the following:



1. Total commission eligible
2. Commission Paid
3. Commission Payable
Picture
1. How do I interpret the "Commission Amount" dashboard?

The "Commission Amount" dashboard shows the commission payable versus commission paid over a stipulated period of time by product category (Life/ General Insurance).
​
Picture

2. What is "Commission Term"?

Commission term is the QUANTITY of commision payments to be made.

3. How do I interpret the "Commission Term" dashboard?

The "Commission Term" dashboard shows the commission payable versus commission paid over a stipulated period of time by product category (Life/ General Insurance)
Picture
4. How can I view the Commission Term attached to each policy?

The "Commission Term" per policy can be accessed via "Client Management" > "Policy" > Commission Tab.
​
Picture

​To access the "Commission Term" per specific policy, click on the "Policy Number" and access the "Commission Tab"
Picture
​

6. Can an Account Manager view his/her "Bank Account" details

​Yes. He/she can do so by accessing Settings > Profile > Commission Details > Bank Account Details.
Picture

7. Can the Account Manager view his/her "Commission Payment History" 

​Yes. He/she can do so by accessing Settings > Profile > Commission History.
Picture

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
Our people
Latest Features

​
Terms & Conditions
Youtube Channel
Download App


Picture
My-Insurer Private Limited – Singapore - N 201903812R – All rights reserved ​

  • Intermediary login
  • Products
    • FA BizBooster
    • FA Enterprise
    • Merchant Builder
    • All Features
  • About us
  • News
  • Security