Introducing my-insurer's Universal KYC & FNA!

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

 
​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?
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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!