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my-insurer upgrades its Sales/Lead Generation tools

11/8/2019

 
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  • ​Fast KYC/FNA
  • Referral Number
  • Customisable Mobile Quiz

​You can send directly through WhatsApp, Facebook, QR Code or email after personalising too!

1. KYC/FNA

MAS Compliant, our KYC/FNA tool allows you to collect up to 96 data points in under 10 minutes!

Highly interactive, your prospects will be able to share the following information upon completion:
  1. Personal/ dependent information
  2. Existing Coverage
  3. Financial situation
  4. Financial goals
  5. Lifestyle habits
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2. Fast KYC/FNA

Fast KYC will help to generate a lead in less than 1 minute. Your prospect will be tagged to you automatically.

Your prospect will become a Wellnex Member where can privileges from our Healthcare/ Lifestyle and Wellness partners while you will be able to collect the following data:
  1. Existing insurance coverage
  2. Interest in the types of protection
  3. Lifestyle habits
  4. Personal details
  5. Dependent information
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3. Referral Number

A Referral Number is unique to each Account Manager.

You can invite your prospects to download the app provide them with your Referral Number when they sign up.; and they will be automatically tagged to you.
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4. Mobile Quiz

With Mobile Quiz you can:
  • Create interactive lead generation campaigns using our default mobile quiz
  • Design your own mobile quiz (up to 6 questions per campaign)
  • Generate a unique URL or QR code specific to you to drive all acquisitions back to your account
  • Retrieve leads from "Client Management" > "Source" > "Mobile Quiz" to manage your campaign success!
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5. Multiple Marketing Channels at your fingertips
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important notice

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
Certified Singapore Fintech number: 
20040111
DPTM certification Number:  DPTM-00033-202008202008

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