my-insurer and wellnex

YOUR ACCOUNT 12

• FORGOT MY PASSWORD
• How to log in to my-insurer?
• Can I add a profile picture?
• How to check my T&Cs?
• Am I still able to receive notifications if I am not at my computer/laptop?

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FAQ 12

• HOW TO SET UP AN ENTERPRISE ACCOUNT?
• Will there be a training after I sign up for a subscription?
• HOW TO ADD AN AGENT?
• How to cancel your Subscription?
• How much is my insurer?

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YOUR CLIENTS 9

• What is the purpose of Portfolio Overview?
• How do I create a client?
• Client account initial set up
• Client details
• Product Management

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DASHBOARD 28

• What is "dashboard" on my-insurer?
• How to read "dashboard"? (client/policyholder/leads)
• How to read "dashboard"? (NEW clients/leads/policyholders since the beginning of the year/month/week)
• How to read "dashboard"? (NEW clients/leads/policyholders TODAY)
• How to see the total number of new policies today?

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NOTIFICATION MANAGEMENT 7

• How to use notification management?
• Why do I have a notification in highlighted in grey?
• How do I access to the notification thread?
• How do I know if I receive a notification?
• What if I did not turn my email on for notification?

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Product Library 14

• How to use library?
• How do I add a product to the library?
• Is the product name fixed? What if I want to create different variations of the same product? E.g Different age group for the same Shield Plan.
• I have created several products in the library. But when I click add clients, nothing appears. Why?
• I want to add many clients to multiple template. How do I do it?

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Policy 20

• Introduction to Policy Details
• How to create a policy?
• What comments is used for?
• What does remark stand for?
• What does additional description stand for?

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Publishing 29

• How do I create a News and Promotion?
• What does "Cover Photo" mean?
• Why is "Cover Photo" mandatory?
• Is there a character limit to "Short Description"?
• How can I send the News and Promotion to my clients email other than the app?

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Client Management 1

• What is limit on the size of documents I can upload and how many documents can I upload?

Policy Management 12

• Introduction to Policy Management
• What is the purpose of the "Policy Management" tool?
• Can I filter the information I want to view? ​
• Under "Status", what does it mean when a policy is "deleted"/"effective"/"expired"? ​
• How to create a policy to a client?

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Uploaded Documents 4

• Introduction to Uploaded document
• What kind of documents are parked here?
• What is "Document No."?
• What is the difference between "Date Created" and "Date Modified"?

Claims Management 6

• Introduction to Claims Management
• Can my client actually make a claim to the insurer directly from my-insurer?
• What is the purpose of "Claims Management"?
• I see a "Claims Status" function. Is it automatic? Or will I need to manually update it?
• What is the difference between "Remarks" and "Comments" ?

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Renewal Management 5

• What is the difference between "Policy to lapse" and Policy to renew"?
• I created a renewal under "Policy to lapse" but i still do not see the renewed policy in my client's profile. Why?
• What does the same policy appear twice in the client's portfolio?
• How do I manage renewal?
• If a policy has expired, why can I not see it?

Quotation Management 6

• Introduction to Quotation received/creation
• How do I create a quote when I receive a quotation request?
• Overtime, I have create many quotations, how do I sort them?
• What are some of my fields highlighted in grey? How do I get rid of them?
• What do the status "Pending"/"Accepted"/"Accepted and Created"? and "Declined" mean?

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DATA DOWNLOAD 19

• What can I do with Policy Download?
• What is the difference between Policy Download/Client Policy Download and Client Download?
• What is CSV. file?
• Can I download with one product only?
• What does "policy expiring within period" means?

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CHATROOM 17

• Is the chatroom linked to Whatsapp?
• How does the chatroom work?
• How will I be notified if my client sends me a message?
• Can I create a group chat?
• Can I search the chat history by keywords?

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SALE TOOLS 22

• How does the Chatbot work?
• How can it help me with lead generation?
• Does the chatbot identify me?
• What is Join Wellnex Full & Join Wellnex Partial( Fast Lead) ?
• Introduction to KYC

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DELETE 11

• What can an account manager delete from my-insurer?
• What can a client delete from the mobile app?
• How can I delete an account from my-insurer platform?
• How do i delete a chat/ chat message from a lead/policyholder?
• How I remove a claim from my-insurer system?

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CPF 2

• How can i access the CPF module?
• What is the purpose of the CPF module?

WELLNEX Membership 14

• How can I allocate a membership card to a member?
• How can I create a membership card?
• How can I delete, remove, de-activate a membership card for a member?
• Can I allocate a membership card to multiple members at the same time?
• How many membership cards can I create?

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Financial Planning 8

• How to use Financial Planning on the Wellnex CRM (Summary)?
• How to use Revenue feature in Financial Planning?
• How to use Expense feature in Financial Planning?
• How to use Assets feature in Financial Planning?
• How to use Future planning feature in Financial Planning?

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Generate Leads 1

• How to create a Quiz?

General 1

• How to organize a video call with a Wellnex member?

Loyalty Program 2

• Wellnex CRM - How to create a Partner, attach it to a Loyalty card and spread it to my members?
• Wellnex CRM - How to create Membership card and allocate it to your members?