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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:

Agents and vendors portal access:

Health tech website:

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.