The Lead Generation toolkit provides intermediaries with a powerful set of features to grow their business.
For SUPER-AGENT, the only option available is the QUIZ.
Important note:
For SUPER-AGENT, the only option available is the QUIZ.
Important note:
- the leads generated by the SUPER-AGENT quiz are only attached to that SA account but can be reallocated to ACCOUNT MANAGERS in the group.
Short Q&A
Can I use the Quiz on an iPad/Note etc.?
Yes, the quiz is compatible with mobile phones (iOS and Android) and iPad.
How long does it take for a client to complete the Quiz?
It depends how many questions you have created in your Quiz version but it will remain short.
Quiz is a succinct questionnaire version to acquire a lead comprising of only their personal information. The quiz is more suited to use during street canvassing or at roadshows.
What happens after the client completes the Quiz?
The prospect will receive a Thank You email with the name of the SUPER-AGENT, 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.
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.
What kind of client information will I receive from the Quiz?
Personal information such as Name / Mobile / Email / Gender.
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 >
Can I use the Quiz on an iPad/Note etc.?
Yes, the quiz is compatible with mobile phones (iOS and Android) and iPad.
How long does it take for a client to complete the Quiz?
It depends how many questions you have created in your Quiz version but it will remain short.
Quiz is a succinct questionnaire version to acquire a lead comprising of only their personal information. The quiz is more suited to use during street canvassing or at roadshows.
What happens after the client completes the Quiz?
The prospect will receive a Thank You email with the name of the SUPER-AGENT, 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.
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.
What kind of client information will I receive from the Quiz?
Personal information such as Name / Mobile / Email / Gender.
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 >
Customising QUIZ and creating different versions
You can have more than one version of QUIZ that you can tailor to different public or to adapt contextually depending on events / news / etc.
Only one version of QUIZ is active and that is that active version that will be launched with the link.
You can share the unique Quiz link by email, FaceBook messenger or WhatsApp, or even embed the QR code in your brochure or flyers...
You can also [Launch Quiz] directly from that home page.
You can have more than one version of QUIZ that you can tailor to different public or to adapt contextually depending on events / news / etc.
Only one version of QUIZ is active and that is that active version that will be launched with the link.
You can share the unique Quiz link by email, FaceBook messenger or WhatsApp, or even embed the QR code in your brochure or flyers...
You can also [Launch Quiz] directly from that home page.
When you click on the tab "Quiz Version", you will be taken to the list of available Quizzes.
The action button [+ Add New Version] will let you create another Quiz.
You can also edit the Quiz by clicking on the underscored number in column S/No.
When you have more than one Quiz, you can change which version is Active by using the switch in column Active.
The action button [+ Add New Version] will let you create another Quiz.
You can also edit the Quiz by clicking on the underscored number in column S/No.
When you have more than one Quiz, you can change which version is Active by using the switch in column Active.
To create a new Quiz is straightforward.
Enter a Version name and make that text easy to know what is particular about that Quiz version.
If you tick the box Wheel, to get to each question, a random spinning wheel will play briefly.
Choose a background image then type the Quiz Content that will appear on the
The action button [Delete Quiz version] will let you delete the Quiz.
Enter a Version name and make that text easy to know what is particular about that Quiz version.
If you tick the box Wheel, to get to each question, a random spinning wheel will play briefly.
Choose a background image then type the Quiz Content that will appear on the
The action button [Delete Quiz version] will let you delete the Quiz.
When you launch the Quiz, it will go to the configured welcome landing page.
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Allocating the generated Leads to ACCOUNT MANAGERS
As a SUPER-AGENT, you may want to distribute the pool of generated leads from a campaign that the SUPER-AGENT ran.
The data collected from the Quiz appears in the Clients portfolio as Leads.
As a SUPER-AGENT, you may want to distribute the pool of generated leads from a campaign that the SUPER-AGENT ran.
The data collected from the Quiz appears in the Clients portfolio as Leads.
To Allocate a lead, click on the Lead then go to tab "Account Manager".
This is where you can view who is the ACCOUNT MANAGER of each of the client/lead.
Us the action button [+ Allocate client] to bring up the list of the ACCOUNT MANAGERS of your group to whom you can allocate the lead.
This is where you can view who is the ACCOUNT MANAGER of each of the client/lead.
Us the action button [+ Allocate client] to bring up the list of the ACCOUNT MANAGERS of your group to whom you can allocate the lead.
You can actually Allocate a client or lead to one or more ACCOUNT MANAGERS.
First select the AMs to which you want to allocate the client/lead, then click on action button [Allocate].
First select the AMs to which you want to allocate the client/lead, then click on action button [Allocate].
The client/lead will now be managed by those AMs.
