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How to use Delete function?

What can an account manager delete from my-insurer?
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An account manager can delete the following:

 -Claims
- Quotations received 
- Quotations created
- Documents 
- Chatroom - Comment management
- Policyholder/Lead 
- Policies 
- Notifications
- News & Promotions
- Renewals
- Postcard templates

What can a client delete from the mobile app?
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A client can delete the following from the mobile app:

- Policies
- Message/Notifications
- Comments
- News & Promotions
- Quotations
- Renewals
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- Managers
How can I delete an account from my-insurer platform?
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You can delete an account by accessing "Policyholder"/ "Lead" details and "Unlink" the account.

By doing so, all related data will be removed accordingly.


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How do i delete a chat/ chat message from a lead/policyholder?

You can delete a chat/ chat message from a lead/policyholder by clicking on the "trash" icon in red to remove the entire chat; or tick on the checkboxes to remove specific messages.
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How I remove a claim from my-insurer system?
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You can remove a claim by accessing the claim details of a claim request; and select "Delete" at the top right hand corner.
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How do I remove a publication template?
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You can remove a publication template from the "Send Premium Publication" module by accessing the list of "saved" templates and deleting them.


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Can a lead/ policyholder delete a news & promotion from the newsfeed of the mobile app?
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Your lead or policyholder can delete a news & promotion from the newsfeed but swiping left and tapping on the delete option.


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Can my lead/policyholder delete me as a manager from the mobile app?
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Yes. Your lead/policyholder can delete you as a manager from the mobile app by accessing "Manager Details" and scrolling to the bottom to "Delete Manager"
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How can my policyholder delete a renewal from the mobile app?
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Your policyholder can delete a renewal from the mobile by accessing "My Policies">"My Renewals" > Select Renewal > "Delete Renewal". 


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How do I delete a notification from the mobile app?

​You can delete a notification from the mobile app by swiping left on the notification and tap on "delete"
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Can my lead/policyholder delete a policy from the mobile app?

Yes they can. They can delete a policy by accessing "My Policies"> Select policy> "Delete Policy"
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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 ​

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