SET UP YOUR ACCOUNT

​The below training and FAQs modules are meant to facilitate the usage of my-insurer. 

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.

HOW TO SET UP AN ENTERPRISE ACCOUNT?

HOW TO ADD AN AGENT?
​

HOW TO CANCEL?
​

YOUR TRAINING MODULE

Login & Profile settings

Understanding NOTIFICATION MANAGEMENT

USE MY INSURER SOFTWARE

---

​​Click to find answers & video tutorial to understand & optimizes the modules or functionalities of your software

Understanding my DASHBOARD

What is PORTFOLIO OVERVIEW?

How to use LIBRARY?

What FORMAT can you use?

Understanding CLIENT MANAGEMENT module

How to use DELETE function?

How to use VENDOR account?

How to create, manage POLICY?

Understanding the SALE TOOLS

How to use CHATROOM?

How to use ADMINISTRATOR account?

How to use PUBLISHING?

How to use DATA DOWNLOAD?

How to use COMMISSION Module for Administrator?