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
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Get a one stop shop digital agency to
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give Wellnex to your clients
Wellnex is the ultimate app that provides Healthcare & Fitness benefits for free!
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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. |
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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
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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 |
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analyse the needs of your prospects
Universal KYC - Dynamic FNA - Online Profiling
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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 |
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bond with your customers
follow up - promote - educate
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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 |
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know your business
see - monitor - control
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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 |
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grow your business
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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.... |
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an app for your client to know his portfolio
at your finger tips - immediately - comprehensively
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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
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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 |
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