The Leading Marketing Platform Dedicated to Insurance Intermediaries
  • Intermediary login
  • Products
    • FA BizBooster
    • FA Enterprise
    • Merchant Builder
    • All Features
  • About us
  • News
  • Security

Understanding MY DASHBOARD

1. Introduction to Dashboard
​

Dashboard allows you as a SUPER-AGENT to view and manage all the activity of
 ACCOUNT MANAGERS attached to your account.
For a SUPER-AGENT, the main feature that differs from the standard AM Dashboard view is the possibility to Filter and select All or some AMs.
​
Under Dashboard, you can find 2 sub-modules:
  1. Overall: this is where the activity KPIs of Policies, Clients, Premium are shown
  2. Commission: this is where you can visualise the commission for the selected group of ACCOUNT MANAGERS
2. I want to see the number of POLICYHOLDERS/LEADS since the beginning of the year/month/week/day

​The "General" area on the dashboard shows the number of policyholders/leads year-to-date as a default.
​To see leads/policyholders, monthly/weekly/day, please select the timeframe from the drop down bar on the right.
​
3. I want to see the new additional NEW CLIENTS/LEADS/POLICYHOLDERS over a 12-month period (year)/month/week
​

​To view additional policyholders for the year/month/week, scroll down the dashboard to access "ALL CLIENTS". You will see the additional new clients under the "New" tab and select the timeframe from the drop down bar on the right. To see only LEADS/POLICYHOLDERS, please select from the drop down menu showing client type.


Total number of new CLIENTS/LEADS/POLICYHOLDERS today
​
The total number of new CLIENTS/LEADS/POLICYHOLDERS for today, is shown in a box counter on the left.
4. I want to see the total number of new POLICIES
​

You can use several drop-down pre-defined filters to view new Policies.
  • for my business only or all
  • per line of business
  • per period (rolling 7 days (weekly), rolling 30 days (monthly), rolling 12 months (yearly)
​
To view the total number of new policies, scroll down towards "Policy". The number of new policies today will be shown in the box on the left.
5. I want to see the number of POLICIES per Entry / Effective Date

Entry date is the date when the policy is keyed onto my-insurer system. Effective date is the inception date of the policy. 

Per entry date
To view the total number of new polices, scroll down towards "Policy". You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date".

Processed by effective date 
​
To view the total number of new polices, scroll down towards "Policy". You can view new policies by different lines of business by selecting from the drop drop bar on the right "Entry Date" > "Effective Date". 
6. I want to monitor the lapses due this month / this year / this week

To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month". 
To monitor lapse policies this year, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year". 
To monitor lapse policies this week, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week". 

7. I want to monitor the renewal this month / this year / this week
​
To monitor
Renewal policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Month". 
To monitor
Renewal policies this year, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Year". 
To monitor
Renewal policies this week, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down bar at the bottom the lapse meter "This Week". 
8. I want to monitor the Premium that my business collect or the Premium that I have booked and issued

Scroll down the dashboard to access "Premium" overview. You can have a view of your premium by timeframe and type by selecting your preferences from the drop down bar on the left. 

What is the difference between Premium Flow and Premium Booked
Evolution of the premium according to the period selected
Premium booked = Lifetime value of a policy shown at issuance (Total premium that will be payable during the duration of the policy)
Premium flow = Effective payment of a policy according to payment terms. 
9. Dashboard - COMMISSIONS

The sub-module COMMISSION under DASHBOARD will present the KPIs for Commissions, Paid / Payable, in Amounts and in Terms (numbers).
Picture
Picture

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

Our people
Latest Features

​
Picture
Terms & Conditions
Youtube Channel
Download App


Picture
My-Insurer Private Limited – Singapore - N 201903812R – All rights reserved ​

  • Intermediary login
  • Products
    • FA BizBooster
    • FA Enterprise
    • Merchant Builder
    • All Features
  • About us
  • News
  • Security