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Introducing my-insurer's Universal KYC & FNA!

1/7/2019

 
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Now available in 4 modes for intermediaries:

  1. Laptop
  2. Tablet
  3. Mobile 
  4. "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

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​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
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​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?
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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!
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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

 
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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!

    my insurer

    Digitalising Financial Advisers

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