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What is on the Main Menu

1.  Introduction to the Main Menu
​The Main Menu is the Home page that you reach after Logging in. The blocs on this page are short-cuts to access to the 6 most used tools on the platform.
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2. What are the shortcuts I can access on the Main Menu?​

For a Super-Agent account user, the features are different from the more complete features available to an ACCOUNT MANAGER.
  • My Dashboard: this is where you can analyse the activity of the ACCOUNT MANAGERS that are attached to this Enterprise account.
  • Generate Leads: this will take you to the Mobile Quiz management module.
  • Notification: this is where you can manage (read, delete, search...) all notifications that the Super-Agent account received. This is the same as clicking on the bell icon in the top menu bar, then Show All.
  • Client Portfolio: you will reach the Client Management module where you can manage clients and leads (create, email clients, view details of clients...)
  • Share News/Offers: this will take you to the feature Create News/Offers where you can design and publish news articles or promotions that reach all your clients and leads.
  • Policy View: this shortcut will go to the module Policy Management where you have tabs for General View and for Commissions.

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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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