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Understanding the Library module

Introduction to Product Library
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The ​Product Library is a repository where you can add/edit templates of your policy products.
Specifically for SUPER-AGENTS, this enables to create and manage the insurance products that you can then allocate to the ACCOUNT MANAGERS in your group.
1. What is the difference between creating a product in Super Agent environment versus at agent level?

When adding a product to library at a SUPER-AGENT level, you can then allocate the product to selected agent(s).
​This will save them time as they will have in their own Library, the designed Products that you created and allocated.
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You can of course Edit / Delete and Create Products.
To Edit, click on the underscored number in column S/No; this will bring up the Product where you can modify any parts of it.
​To Delete, simply click on the Action button [Delete]. A warning pop-up message will appear to ask for your confirmation.
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You can of course Create Products.
​To create a new template product, simply click on the Action button [+ Create New Template].
The system will prompt you to choose a Product Category to prepare the template according to the line of business specificities.

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How can you ALLOCATE Products to ACCOUNT MANAGERS?

Start by selecting the PRODUCTS that you want to distribute to your ACCOUNT MANAGERS own libraries. Then click on the action button [Allocate to Agents].
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The system will then bring up the list of all the AMs in your group. Select all (by clicking on the grey tick-box, or some AMs. To unselect, just click the tick-box of the AM that you want to unselect.
Then click on the action button [Allocate]. This action will create the Products in those selected AMs libraries.
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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 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

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