The Lead Generation toolkit provides intermediaries with a powerful set of features to grow their business.
Introduction to Join Wellnex-Fast
Join Wellnex- Fast will help to generate a lead in less than 1 minute. Your prospect will be tagged to you automatically.
You will be able to collect the following data:
- contact information
- Personal details
- gender
- date of birth
- marital status
- number of children
- smoking history
Introduction to Join Wellnex- Long
Join Wellnex- Long allows you to collect up to 51 data points in less than 6 minutes.
Highly interactive, your prospects will be able to share the following information upon completion
- Status and email
- Coverage and Needs
- Financial status and Lifestyle
Once the prospect has completed the survey, he/she will receive an email to invite him to download Wellnex.
Your prospect will become a member of Wellnex automatically!
1. Can I use the Lead Generation Tools on my tablet/mobile as well?
Yes, please copy and paste the assigned unique (different for every agent) URL to your tablet/mobile browser. Alternatively, you can access each individual sales tool directly from your agent platform under "Generate Leads"
Join Wellnex- Long
Join Wellnex- Fast
2. In what ways can I use & share the Lead Generation Tools?
All five of our Lead Generation Tools can be used and shared in 4 different ways.
- You can launch the particular tools when logged into the CRM platform
- Copy the unique URL link of which tool you wish to use onto your social media, websites and other marketing material.
- Download the unique QR code for the particular tool you wish to use
- You can directly share to Facebook, Whatsapp Web and email by clicking the shortcuts to each site.
*Note that you are free to change the marketing message so long as you keep the unique link in the message as it is tagged to you and to the particular tool you want them to use.
Examples will be shown below:
- Launch tool directly from CRM
2. Copy and Paste the unique URL link for the particular Lead Generation Tool
3. Download QR code
4. Directly share to Facebook, WhatsApp Web or Email
3. How long does it take for a client to complete the the journey through the Lead Generation tools? What happens if the client decides not to continue halfway through the survey?
It depends on how in depth you wish to conduct the KYC, how much information the client is able to provide etc.
We have now designed the Join Wellnex- Fast as an alternative to the standard exhaustive Join Wellnex-Long questionnaire.
In all cases, the data is captured upon the client agreeing to the Terms and Conditions and clicking "Submit".
4.Will my Leads also have their membership activated automatically if I use Join Wellnex-Fast?
No, their membership wont be activated unless they log in to their Wellnex app and complete the following information:
It depends on how in depth you wish to conduct the KYC, how much information the client is able to provide etc.
We have now designed the Join Wellnex- Fast as an alternative to the standard exhaustive Join Wellnex-Long questionnaire.
In all cases, the data is captured upon the client agreeing to the Terms and Conditions and clicking "Submit".
4.Will my Leads also have their membership activated automatically if I use Join Wellnex-Fast?
No, their membership wont be activated unless they log in to their Wellnex app and complete the following information:
5. How will the client know I am the relationship/manager that is conducting the survey?
Every agent/relationship manager is tagged to an unique URL thus each tool will be branded with your name.
6. Will the client receive a report after the analysis?
Yes, the results will be reflected in the mobile app as well as the Detailed Fact Find Form Report that the client will be receiving right after completing the KYC/FNA.
7. How will I be notified when a client completes the survey?
You will receive a notification on the agent platform and/or via your email; depending on your profile settings.
8. Aside from using this at a roadshow to acquire leads, how else can I use these tools to generate leads?
You can copy and paste the URL link of any tool you wish to use onto your social media, websites and other marketing materials to acquire passive leads or you can paste the link on your appointment cards prior to an annual review to understand your clients current financial status and shortfall.
9. Is the client able to update their financial needs on their end?
Yes. A financial calculator is available for use in the mobile app for clients.
Yes. A financial calculator is available for use in the mobile app for clients.
7. What happens when my client updates or edit their financial information? Will I be notified?
You will be notified on the platform and/or email when your client edit their financial information; vice versa. The calculator on the agent platform and mobile app is synced to ensure constant touch points with your clients.
12. Will I receive a copy of the analysis?
Yes. The data captured during the course of KYC is reflected in the client profile in your agent system under "Portfolio Overview" > "Client" > "Summary".
You can complete the report by Editing the Recommendation section before you download the Report in .pdf format.
REFERRAL NUMBER
1. How to use the Referral Number?
The Referral Number is unique to each Account Manager (Intermediary)
Invite the lead to download the app by sharing the link or QR code and provide the lead with your unique Referral number when the lead signs in.
The Lead will then be automatically tagged to you.
To become a Wellnex Member he/she will need to fill up the necessary information in "My Profile".
1. How to use the Referral Number?
The Referral Number is unique to each Account Manager (Intermediary)
Invite the lead to download the app by sharing the link or QR code and provide the lead with your unique Referral number when the lead signs in.
The Lead will then be automatically tagged to you.
To become a Wellnex Member he/she will need to fill up the necessary information in "My Profile".
2. Is there any other way for me to share my referral number?
Yes, you may also share the download Wellnex link through a pre-generated message that you can share through Facebook, Whatsapp or Email. * Note that you are free to edit the message but please keep the url link for the download.
QUIZ
Introduction to Mobile Quiz
1. How does the Mobile Quiz work?
The Mobile Quiz allows you to engage the discussion with prospects in a gamified fashion; it is fully customisable.
You can create your own set of questions (up to 6), decide to activate or not the Spinning Wheel gimmick and design a Home screen to your preference.
The Quiz questions a displayed to your prospect with an easy-to-use interface. At the end of the questions series, the prospect will be able to submit the answers along with its personal contact information after accepting the T&Cs.
2. Can I use the Quiz on an Ipad/note etc.?
Yes, the quiz is compatible with mobile phones (iOS and android) and iPad.
3. How long does it take for a client to complete the Quiz?
Less than 5 minutes
4. What is the difference between the KYC and Quiz?
KYC is a full fledge know your customer and financial needs analysis. Quiz is a succinct version to acquire a lead comprising of only their personal information. The quiz is more suited or use during street canvassing or by your pullers at roadshows.
5. Under what circumstances do I use the KYC or Quiz?
KYC is a full fledged Know Your Customer and Financial Needs Analysis. Quiz is a succinct version to acquire a lead comprising of only their personal information. The quiz is more suited or use during street canvassing or by your pullers at roadshows while the KYC is more suitable where the client/prospect has more time.
6. What happens after the client completes the Quiz?
The prospect will receive a Thank You email with the name of the agent who performed the quiz, as well as an invitation to download the Wellnex app. In the email, the system will have already created a login/pw for the prospect; and the agent will be assigned as the default agent.
7. How will i be notified when a client completes the Quiz?
You will receive a notification on the agent platform and/or via your email; depending on your profile settings.
8. What kind of client information will I receive from the Quiz?
Personal information such as Name/Mobile/Email/Gender.
Yes, the quiz is compatible with mobile phones (iOS and android) and iPad.
3. How long does it take for a client to complete the Quiz?
Less than 5 minutes
4. What is the difference between the KYC and Quiz?
KYC is a full fledge know your customer and financial needs analysis. Quiz is a succinct version to acquire a lead comprising of only their personal information. The quiz is more suited or use during street canvassing or by your pullers at roadshows.
5. Under what circumstances do I use the KYC or Quiz?
KYC is a full fledged Know Your Customer and Financial Needs Analysis. Quiz is a succinct version to acquire a lead comprising of only their personal information. The quiz is more suited or use during street canvassing or by your pullers at roadshows while the KYC is more suitable where the client/prospect has more time.
6. What happens after the client completes the Quiz?
The prospect will receive a Thank You email with the name of the agent who performed the quiz, as well as an invitation to download the Wellnex app. In the email, the system will have already created a login/pw for the prospect; and the agent will be assigned as the default agent.
7. How will i be notified when a client completes the Quiz?
You will receive a notification on the agent platform and/or via your email; depending on your profile settings.
8. What kind of client information will I receive from the Quiz?
Personal information such as Name/Mobile/Email/Gender.
9. Since I can only collect Name/Mobile/Email/Gender, what other information must my leads furnish to activate their wellnex membership?
The Lead must go into the Wellnex app and Edit the following details for their Membership to be activated:
9. Can I customise my own Quiz should I choose not to use My-Insurer's default questions?
Yes. You can by accessing GENERATE LEADS > Mobile Quiz >QUIZ VERSION >
Yes. You can by accessing GENERATE LEADS > Mobile Quiz >QUIZ VERSION >
10.What are the things I can customise for the Mobile Quiz?
You may create a personalised quiz for different target markets or for specific products you wish to recommend to you leads.
Everything is editable from the background image to the question photo, title, short name etc.
- Select a photo from our photo library or upload your preferred photo
- Formats accepted includes: png, jpg, jpeg
- Edit your Question Title and Question Short Name
- Build your own content / upload a document
You may create a personalised quiz for different target markets or for specific products you wish to recommend to you leads.
Everything is editable from the background image to the question photo, title, short name etc.
- Select a photo from our photo library or upload your preferred photo
- Formats accepted includes: png, jpg, jpeg
- Edit your Question Title and Question Short Name
- Build your own content / upload a document
11. What is the difference between Question Title and Question Short Name?
The Question Title is the short text that will be displayed at the top of the Quiz screen question space, whereas the Question Content is the long text of the question itself displayed in the middle of the screen.
The Question Short name is just the internal reference.
Introduction to Chatbot
1. How does the Chatbot work?
When a prospect/client clicks on the link to the chatbot, they will be directed to Facebook where the chatbot will start asking a series of questions. The chatbot is "live artificial intelligence" that does not require the presence of a human being. Answers to the questions and the client profile will automatically be input into your agent platform as a lead.
2. How can it help me with lead generation?
The chatbot allows you incentivise the prospect/client to provide their personal and asset information which will automatically be input into the system as a lead.
3. Does the chatbot identify me?
The chatbot identifies you by your mobile number. During the process, the chatbot will ask for the mobile number of the agent/relationship manager that refers the prospect/client.
1. How does the Chatbot work?
When a prospect/client clicks on the link to the chatbot, they will be directed to Facebook where the chatbot will start asking a series of questions. The chatbot is "live artificial intelligence" that does not require the presence of a human being. Answers to the questions and the client profile will automatically be input into your agent platform as a lead.
2. How can it help me with lead generation?
The chatbot allows you incentivise the prospect/client to provide their personal and asset information which will automatically be input into the system as a lead.
3. Does the chatbot identify me?
The chatbot identifies you by your mobile number. During the process, the chatbot will ask for the mobile number of the agent/relationship manager that refers the prospect/client.
