​The Training and FAQs modules below will provide the different types of users with easy-to-follow guides on how to use My-Insurer. 
In the FAQ tables below, you will find links that take you to detailed pages describing the steps to use the functionality (screens and video tutorials to understand & optimise your use of the modules).

All initial sign ups will be required to attend a 1 hour "live" training session where you will be equipped with the knowledge to leverage on the modules for continuous training and development.

Should you require further in person training, please kindly contact query@my-insurer.net for an appointment. Do note that every additional session is chargeable at SGD300/session.

LOGINS & ACCOUNTS FEATURES

​HOW TO SETUP AN ENTERPRISE ACCOUNT?

​You are an agency and wish to set up an Enterprise account, you will learn how to register and join us.
​Please register your interest by sending an email to query@my-insurer.net indicating your Preferred email login.
Upon confirmation from our administrative team, you will receive an email to activate your account.

​See detailed steps at ​How to set up an Enterprise Account?

HOW TO USE YOUR LOGIN & PROFILE SETTINGS?

This section will teach you everything you need to know about setting up your profile, what to do if you have forgotten your login or your password, where are the parameters driving the notifications, etc
​Login and Profile settings

HOW TO ADD AN AGENT?

You can only add Agents if you have an Enterprise Account. To create and set up an Agent account, follow the detailed steps Click here for Full details

HOW TO USE ADMINISTRATOR ACCOUNT?

​The Administrator account allows a Firm manager to create account managers, attach clients to them. See detailed steps at Administrator Account

HOW TO USE A VENDOR ACCOUNT?

The Vendor account is specifically designed for the third-party companies that are associated to the Wellnex programme and organised in 3 verticals : Healthcare, Fitness and Lifestyle. With this account the vendors can publish and manage their news and offers as detailed at How to use Vendor Account?

HOW TO CANCEL YOUR SUBSCRIPTION?

You can cancel your subscription to My-Insurer for the Enterprise or individual Agents accounts by following the steps described at ​How to cancel your subscription?

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ACCOUNT MANAGERS - GENERAL FEATURES

What is on the main menu?

The landing page upon successful login to your CRM is the Main Menu. Here you can access shortcuts to seven of the most used tools in the platform. Learn more on How to use the Main Menu . 

UNDERSTANDING MY DASHBOARD

That section focuses on the Dashboard; it allows you to monitor all the activities taking place on My-Insurer CRM, e.g. how many new policies during a period, or how many lapses will occur in the month, how much premium or commission have been collected... How to use your ​Dashboard

WHAT IS PORTFOLIO OVERVIEW?

In the Portfolio menu, you have access to Dashboard, Clients, Policies. You can see all your clients / prospects entries, as well as all the related policies and much more Portfolio Overview

UNDERSTANDING THE CLIENT MANAGEMENT MODULE

You can have a convenient view of all the policies input in the system. You can further sort the policy data you wish to retrieve and view. The detailed steps are at Client Management

HOW TO USE COMMISSION MODULE FOR ADMINISTRATOR?

The Administrator is the only account allowed to access the Commission module; it enables the Administrator to know what are the Totals of commission eligible, Commission Paid and Commission Payable.
To see how to use the different views, go to How to use Commission Module for Administrator?

HOW TO USE THE POLICY FEATURE?

As an Account manager, you can reflect the policies underwritten by your clients by creating these policies in My-Insurer. A lot of detailed data will help you know your clients policies (inception and expiry dates, sums insured, benefits, ...). The details can be seen at Policy

HOW TO USE THE ADD MY POLICY (WITH WELLNEX) FEATURE?

Insureds can add their policies using the Wellnex app feature in the menu "My Insurance", then tapping on the icon "Add My Policy".
Their Account Manager can then view and edit the uploaded information in the CRM.
Find more at Add_My_Policy

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​ACCOUNT MANAGERS - MARKETING & CRM FEATURES

UNDERSTANDING THE SALES TOOLKIT

My-Insurer has a powerful toolkit to facilitate new Leads and Prospects acquisition. You will learn how to use the Quiz, KYC and Fast-KYC and Referral at Sales Tools

UNDERSTANDING NOTIFICATION MANAGEMENT

Notification management is where you manage all the interactions between you and your clients, like notifications of requests or questions, notifications of quotes. Go to Notification Management  to see more details on how to use Notifications.

​HOW TO USE LIBRARY?

Product Library is a gallery where you can add/edit templates of your policy products. You can also easily add multiple templates to numerous clients. Go to Library to know how to make use of this efficiency feature.

How to use THE chatroom?

The Chatroom allows you to send private messages directly to your clients in the App, including attachments for example BI/PI. Go to Chatroom to find out more.

How to use Publishing?

This feature allows you to create a News and Promotions that will be seen by your clients and prospects; the section Publishing  describes how to use it.

How to use MY PERSONAL WEBSITE?

This feature allows you to activate or deactivate your own personal website to promote Testimonials, publish News and create your own digital branding; the section My Website describes how to use it.

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​OTHER USEFUL FUNCTIONALITIES

What file formats are supported in my-insurer?

Files can be uploaded using many common formats like .jpg or .doc etc. This section Supported File Formats will give you what formats can be used in the respective features.

How to use data download?

The Download module will explain how you select the Policies or Clients information that you can then download.

How to use Delete function?

This module How to Delete? explains what are the data items that an Account Manager or a Client can delete and how to proceed.

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