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
