YOU OWN AN AGENCY OR FINANCIAL ADVISORY FIRM
Get your FA BizEnterprise Account - GDPR compliant - PDPA compliant - Data vault - Team management platform
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Digitalise to scale up and protect your business
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Create unlimited number of accounts
to have each of your sales manage their prospects and customers directly
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Provide independence to your sales
each account is linked to the super account for full control & monitoring. To prospect, nurture, up & cross sell each account have a set of marketing tools to grow business To quote, issue, renew & send policy sales can create policies and upload all their necessary documents To understand, monitor, performance each sales have access to his own dashboard, data entry, client portfolio |
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Centralise all the admin tasks & processes
to have your team focus on prospection and lead management and sales
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Oversee policy administration
Issue, renew, edit customer policies on behalf of your sales team to facilitate processes Create products and allocate them to your sales' account Post news & promotions Create & post any update, email info, marketing promotion, or event invitation to your clients at an agency level; to ensure consistency in messaging & branding Manage your leads & orphans Create leads and allocate them to your team. You may transfer a orphan from one sales to another |
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Consolidate your team data in one account
to protect & control your agency portfolio - to monitor access, the activity & performance of your team
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360 view of customer portfolio Comprehensive customer profile overview - real time customer demand management - dynamic data reporting access 360 view of agent performance Premium generated - number of policy- number of products - view per customer and per type of segment Your sales view and get access to his portfolio only Download your agency data 100% of your data can be downloaded for back up |
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Access to powerful marketing tools
to help your team generate leads, communicate, nurture his customers adequately
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Lead tool generators
Enjoy the Chatbot facility, Mobile quizz to engage your leads and convert them into prospects 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 We have a quick KYC to engage your customer and ask them the critical financial questions. & more to come.... |
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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 |
Generate Compliant report for your client
Collect from 51 to 118 data points to generate recommendation and advice
