The Leading Marketing Platform Dedicated to Insurance Intermediaries
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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
  • Create & edit unlimited FA BizBooster Account
  • Generate leads and allocate them to your sales agents
  • Get a full view of your team performance 
  • Recruit, train and retain your sales through marketing functionalities
  • Ease your team admin with centralised functionalities
  • Consolidate overall data & protect your agency portfolio
  • ​Provide an insurance wallet through an app to your clients
  • Restrict and Control the access of functionalities of each BizBooster account

Create unlimited number of accounts

to have each of your sales manage their prospects and customers directly
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



Centralise all the admin tasks & processes

to have your team focus on prospection and lead management and sales 
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

 

Consolidate your team data in one account

to protect & control your agency portfolio - to monitor access, the activity & performance of your team

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



Access to powerful marketing tools

to help your team generate leads, communicate, nurture his customers adequately 
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....



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


Generate Compliant report for your client

Collect from 51 to 118 data points to generate recommendation and advice

Here the full list of data collected

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 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

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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