Wellnex
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For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
close
This feature is upgradeable
For End Users
You can activate this feature and other links for ALL VENDORS with a VendorMatch Premium subscription. Additionally you can gain access to an increased depth of data, summary reports, RFX reports (detailed completed RFIs - available to financial institutions only) and comparison grids. Please click here for more information.
For Vendors
Vendors can activate their links and gain access to analytics by upgrading to VendorMatch PRO. Please click here for more information.
Speak with an analyst
Financial institutions and their advisors can subscribe to our Analyst Access* service. Effectively phone or (email) a friend you can have on tap advice and support provided by our analysts on this vendor, solution or solution category.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information.
or contact us to discuss a subscription.
Subject to reasonable use.
Survey Summary
The Survey Summary provides a download of the vendor profile, solution profile and the VendorMatch Discovery survey vendor responses used to power the directory. All responses are provided by the vendor online.
Note that this report is a high level summary of the vendor's credentials and a solution's capabilities designed to assist with solution short-listing. The RFX report is the more comprehensive Request For Information report designed to support evaluation and selection, this will only show where the vendor has completed the "RFX" RFI.
HOW TO SUBSCRIBE
To protect vendor data only financial institutions and recognized advisors can subscribe to VendorMatch Premium. Please click here for more information on Premium features or contact us.
RFX Report
The RFX report is an XLS download of the Vendors response to the “RFX” Request for Information for this solution.
The RFX is a centralized golden copy of a RFI authored by our analysts based on their expertise in running real-life system evaluation and selection projects and completed by the vendor online.
Note to protect vendor that only Financial Institutions and recognized Advisor can subscribe to this feature.
In each instance the first time the link is used the user requests permission to access the RFX report and it is the vendor who is required to authorizes access. You will be alerted when the vendor has reviewed your request and granted permission.
HOW TO SUBSCRIBE
Please click here for more information on Premium features or contact us.
To learn more about subscribing to our service options, please contact us here
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.
