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Introducing my-insurer's Universal KYC & FNA!

1/7/2019

Now available in 4 modes for intermediaries:

Laptop
Tablet
Mobile
"Live" financial calculator embedded on policyholder's mobile app

Functionalities:

Marketing & Prospecting

Tracking of client's financial health and lifestyle needs
Highly illustrative and interactive KYC/FNA for prospecting. Recommended for use at roadshows and online marketing campaigns
Intermediaries will be notified when leads are captured and parked in platform
Available in laptop, tablet and mobile

Reanalysis/ Policy Review

Automated policy summary
In-platform FNA to follow up with prospects and/or existing clients
No expiration date on FNA
Download and printing enabled
Available on laptop, tablet and mobile

Client touchpoint

2 way financial calculator embedded on policyholder's mobile app
Get "live" notifications when policyholder updates their financials
24/7 access
Stimulate interaction and up to date information on policyholder's financial status
No expiration date

How to subscribe?

Good news! my-insurer will be launching Universal KYC & FNA at a trial subscription of USD$5 till 31st January 2019!

Log on to your account > Go to "Settings" > Select "My Add Ons" to start!

For our existing intermediaries who are still on free trial, you get to try out the Universal KYC & FNA for FREE till 31st January 2019!

What are you waiting for?! Get started today!

Happy New Year 2019 from my-insurer!

1/2/2019

May 2019 bring you

A year of Happiness and Health
A year of Wealth and Wisdom
A year of Peace and Prosperity
A year of Glee and Glow
A year of Love and Laughter!

HAPPY NEW YEAR!

Introducing my-insurer's Universal KYC & FNA!

Happy New Year 2019 from my-insurer!

my insurer

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