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

YOU ARE AN INDEPENDENT AGENT OR FINANCIAL ADVISOR

Think big and get access to a crm & set of marketing tools to build up & protect your business 
Picture
Explore
Get ​a one stop shop digital agency to
  • Get your portfolio in one protected & compliant place 
  • Fasten & scale up your prospection with marketing tools
  • Nurture, manage and administer easily your portfolio
  • Service & communicate in real time with your clients 
  • Provide relevant insurance reports & status to your client 
  • ​Provide an insurance wallet through an app to your clients

give Wellnex to your clients


Wellnex is the ultimate app that provides Healthcare & Fitness benefits for free!
Your clients get access to affordable & reliable healthcare & fitness benefits

We believe that we all deserve a healthy and fulfilling lifestyle.

It starts with your clients or leads and their loved ones getting the best of healthcare and risks prevention advice.


The platform provides 
​Meaningful content, Relevant value-added services & personalised advices through Financial Advisors
On healthcare, fitness & lifestyle.​
Check Wellnex

Give them an app that  keep a 360°view of client portfolio and more

An overview of the premiums paid and policies held
​
He can request and amend a quote, renew and raise a claim with ease

In depth and dynamic information of each policy and quote


manage your customer online


immediate - comprehensive - real time
 respond to quotation
receive request from your customers & respond comprehensively 

issue & send policy
create the policy and upload all their necessary documents 

renew & endorse
send renewal notices online and engage follow up

administer claims
easy to issue, log claims with tools and live chat capabilities


analyse the needs of your prospects


Universal KYC - Dynamic FNA - Online Profiling
 know your customer
online responsive, comprehensive and gamified KYC 

financial Needs Analysis
simulate the income, retirement, investment required

online reports
your customer has immediate access via the app of his input
​

dynamic control in CRM
Amend, edit the financial need analysis of your prospect via the platform

bond with your customers


follow up - promote - educate
Real time notification  
Your customer receives a notification via the app and email every time you quote, issue, endorse, renew a policy or adjust his profile
Post news & promotions
create & post any update, info or what you feel is important to your customer via the News & Promotions feed channel

Live messaging
all services you provide are link to a live messaging tool for easy communication and explanation

 

know your business 


see - monitor - control 

360 view of customer activity
comprehensive customer profile overview - real time customer demand management - dynamic data reporting access  

360 view of your performance
premium generated - number of policy- number of products - view per customer and per type of segment
grow your business ​

Lead tool generators
Enjoy the Chatbot facility, Mobile quizz to engage your leads and convert them into prospect

Email marketing solutions
Enjoy an integrated emailing tools to contact your prospects that are not into the platform yet for easy integration. 
 
Financial Assessment tools tools 
We have a quick KYC to engage your customer and ask them the critical financial questions.
And more to come....



an app for your client to know his portfolio


at your finger tips - immediately  - comprehensively 

​ ​​​the app provide a 360°view of his portfolio

An overview of the premiums paid and policies held

He can request and amend a quote, renew and raise a claim with ease

In depth and dynamic information of each policy and quote



your client gets its portfolio full managed


in 2 clicks - real time - dynamically  

the first comprehensive app

​Get instant notifications on all your insurance related matters with your account manager

Notification Alerts 
 
"Live" messages from your account manager 

Click and read!
​Be updated on product offerings; related news and services
join us

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