Overview
My-Insurer CRM/CSM is coupled with the Wellnex mobile application to deliver through a fully digital environment all the features to insurance intermediaries (insurance agents, Financial Advisors, Financial Planners) to acquire, manage and reward their leads and clients.
Insurance Intermediaries invite leads / clients to join as members through a 5 minutes gamified KYC/FNA survey that collects up to 110 data points.
The intermediary can make recommendations to the member, promote and process an insurance/investment product digitally, and reward its lead / clientwith a free membership that offers exclusive rates for healthcare services delivered at 100s clinics island-wide, plus discounts and vouchers at 50 F&B, Wellness and Lifestyle partners.
Wellnex promotes a healthy living by integrating affordable and accessable healthcare services, with a carefully curated range of fitness, and wellness providers.
CRM website: http://www.my-insurer.net/
Agents and vendors portal access: https://access.my-insurer.net/
Health tech website: https://www.wellnex-singapore.com
Key Features
- Leads acquisition with fully MAS / LIA compliant KYC / FNA on-line survey, via tablet, or sent on WhatsApp, FaceBook messenger, or e-mail
- Relations management with publishing of news, offers ; notifications ; mailing to segmented recipients from the clients or leads portfolio
- Entreprise account for Super Agent to manage Account Managers (intermediaries) in their teams, re-assign clients or leads
- Track the renewal activity (policies) and value (premium, commissions) ; lapses ; new business
- client management with policy view, quotations (requested, issued), claims status, renewals
- Chatroom for one-to-one chat with clients
- Products library with all products principal characteristics
- Data download
Key Benefits
Full feature CRM / CSM specially designed for the needs of insurance intermediaries and Financial advisors.
Integrated leads acquisition toolkit to propose a genuine value to leads and reward clients.
