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 data download?

Introduction to Data Download


Policy/Client Policy Download
​


1. What can I do with Policy Download?


Policy download allows you to download any information related to the policies you have input in the system.


2. What is the difference between Policy Download/Client Policy Download and Client Download?


Policy download allows you to download any information related to the policies you have input in the system, client download allows you extract information related to client's personal profile and client policy allows you to download policy information specific to a client.
​


Picture
Picture
3. What is CSV. file?


CSV is a simple file format used to store tabular data, such as a spreadsheet or database.


4. Can I download with one product only?


Yes you can.


5. What does "policy expiring within period" means?


It means you can select to download/view policies are expiring within a specific period.

What does "policy live within period" means?

It means you can select to download/view policies are effective and in force within a specific period.

6. What does "policy issued within period" means?


It means you can select to download/view policies are effective and in force within a specific period.


7. What does "policy renewed within period" means?


It means you can select to download/view policies are renewed within a specific period.
d


8. How can I select all the data I have keyed?


It means you can select to download/view policies are renewed within a specific period.


9. What does "column" means?

​
Column allows you to dictate the information you want to arrange in your data sheet.


10. How can I select all the data I have keyed?


Go to "Policy Download" > Select "All Categories" > "Select all client column" > "Select all policy column".
​

Picture
Picture
11. What should I do if I want to select 1 product type only?


Go to "Policy Download" > Select "Product Category" > "Select Product Type" >"Select Column" data.


12. What should I do if I want to select 1 product only?


Go to "Policy Download" > Select "Product Category" >"Select Column" data.


13. I selected what I want to download but nothing is extracted onto csv. Why is that so?


Please ensure the appropriate timeframe.
​

Picture
Client Download

14. What does it mean by an "active client"?


An active client is one with an effective policy attached?


15. What does it mean by "client creation".


Client creation is the date of which the client is input into the system.


16. What does it mean by "all clients"?
​


All clients refer to all the profiles you have input in the system.

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 an insurtech and Private Limited company based in Singapore 
Wellnex is the health-tech, front-end of My-insurer
Certified Singapore Fintech number: 
20040111
DPTM certification Number:  DPTM-00033-202008202008

Our people
Latest Features

​
Picture
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