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my-insurer launches new feature!

9/27/2018

 
 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.
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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.
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3. Leads allocation

Super agent can allocate leads from referral or purchase to their supervised agents; track and monitor progress.
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For more information on how to use "Lead/ Policyholder" functionality, please visit http://www.my-insurer.net/training.html

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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
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20040111
DPTM certification Number:  DPTM-00033-202008202008

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