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Understanding the Client Portfolio Overview module

The SUPER-AGENT Client module in Portfolio Overview module allows the SUPER-AGENT to:

  • Filter by Type: Lead or Policyholder
  • Filter by Origin (KYC, Quiz, Self-register...)
  • Filter by allocated ACCOUNT MANAGER(S)

The SUPER-AGENT can also create a new client like a normal ACCOUNT MANAGER then allocate it to an AM.
In this section we will highlight the main differences and added tools available to SA.
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Click on a Client/Lead's name or username or email and the system will bring up its 360 view.
Go to tab "Account Manager" where you can use the action button [+ Allocate client] to see the list of available ACCOUNT MANAGERS in your group.
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Select one or many AMs that you want to allocate this particular client/lead to.
Then use the action button [Allocate] to complete the allocation of the client/lead.
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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 Private Limited company based in Singapore 
Wellnex is the health-tech, front-end of My-insurer

DPTM Certification Number:  DPTM-00033-202008202008

Cyber Essentials Certification Number:  CEM-2023-012
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My-Insurer Private Limited – Singapore - N 201903812R – All rights reserved ​

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