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).
Specific training tutorials are provided for:
- SUPER-AGENT (ENTERPRISE ACCOUNT)
- ACCOUNT MANAGERS (FINANCIAL ADVISORS, INSURANCE INTERMEDIARIES)
- COMMUNITY BUILDER (PARTNER ACCOUNT)
- VENDORS (MERCHANTS IN THE WELLNEX MEMBERSHIP ECOSYSTEM)