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DIFFERENTIATE YOUR LEADS & POLICYHOLDERS! MANAGE- ALLOCATE- TRACK- CONVERT WHAT CAN IT DO FOR YOU? 1. Manage Client Type (Lead/Policyholder) Manage your database by client type- Lead/ Policyholder. Option to update lead to a policyholder, vice versa at any time Ability to segregate your marketing efforts between existing clients and prospects.    2. Track Source of Client Have a view of the source of your leads (Chatbot/KYC/Quiz/Super Agent/Manual/Client Self Registration via App). Build better understanding of your marketing campaign efforts and productivity.  3. Leads allocation Super agent can allocate leads from referral or purchase to their supervised agents; track and monitor progress.   For more information on how to use "Lead/ Policyholder" functionality, please visit http://www.my-insurer.net/training.html  We are grateful to have achieve the following to date:
To thank all our users, we will be revealing a brand new, face lifted version of my-insurer spanning from pre to post acquisition tools in the coming months!  Pre acquisition
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DPTM Certification Number: DPTM-00033-202008202008
Cyber Essentials Certification Number: CEM-2023-012
Terms & Conditions
Cyber Essentials Certification Number: CEM-2023-012
Terms & Conditions
