1. I can't login?
If the pair Username and Password do not match, the system will deny access.
If you do not recall your username, please contact Support.
2. I don’t remember my password ?
The password is case sensitive so please ensure there is no spacing when you input your login email. If you have forgotten your password, simply reset it to a new one via "Forgot Password?"
If the pair Username and Password do not match, the system will deny access.
If you do not recall your username, please contact Support.
2. I don’t remember my password ?
The password is case sensitive so please ensure there is no spacing when you input your login email. If you have forgotten your password, simply reset it to a new one via "Forgot Password?"
3. How to change my password?
Go to the Manage Settings in the top right corner to access the Change Password feature: https://access.my-insurer.net/Manage/ChangePassword
Go to the Manage Settings in the top right corner to access the Change Password feature: https://access.my-insurer.net/Manage/ChangePassword
4. Can I change my email ?
If your username is an email, then it is not possible to change it.
But you can change the email in your profile in the Manage Settings; this is the email that receives Notifications.
If your username is an email, then it is not possible to change it.
But you can change the email in your profile in the Manage Settings; this is the email that receives Notifications.
5. What are the functionalities shown on the "Home" page upon logging in?
Once logged in, the first page you will see is the Main Menu which features shortcuts to the 6 most used functions on the CRM.
• My Dashboard
• Generate Leads
• Notification
• Client Portfolio
• Share News/Offers
• Policy View
Once logged in, the first page you will see is the Main Menu which features shortcuts to the 6 most used functions on the CRM.
• My Dashboard
• Generate Leads
• Notification
• Client Portfolio
• Share News/Offers
• Policy View
6. How to change / edit my Profile?
To edit your profile, please access your account and click on "Profile". You can edit your details accordingly and save them.
Username cannot be modified.
To edit your profile, please access your account and click on "Profile". You can edit your details accordingly and save them.
Username cannot be modified.
7. I cannot save my Profile after editing?
Please ensure all mandatory fields are completed to effect the new changes after saving.
8. How to check my T&Cs?
You can access the T&Cs in the system under "Settings". Alternatively, you can view the T&Cs here
Please ensure all mandatory fields are completed to effect the new changes after saving.
8. How to check my T&Cs?
You can access the T&Cs in the system under "Settings". Alternatively, you can view the T&Cs here
9. How to log off?
It is important to exit the CRM cleanly to ensure your access cannot be compromised by someone else using your machine while you are away. You can log off from the system under "Manage Settings"
It is important to exit the CRM cleanly to ensure your access cannot be compromised by someone else using your machine while you are away. You can log off from the system under "Manage Settings"
