my-insurer upgrades its Sales/Lead Generation tools

• ​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

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

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.

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!

5. Multiple Marketing Channels at your fingertips