What is the difference between a lead and a policyholder?
A lead is a prospect generated by one of the Sales Tools or allocated by a Super Agent. A lead can also be a prospect that you do not have any initial policy details attached. A policyholder is defined as a client with at least 1 policy attached; be it your business or not your business.
How can I change the type of client after I create his account?
You can change a lead to a policy holder anytime by shifting the lead to a client under "Client Management" or via "Client Details"
Where can I input the address of the client?
You can input the address of your client under "Properties"
Why do I need to key in Dependents information?
Keying in the dependents information of the client allows the system to auto populate a list of life assured to choose from when inputing a life policy for the client.
How do I use Summary?
Summary provides an overview on the sum assured, amount payable and number/ type of policies in a client's portfolio
Can i download or print the Summary?
Yes.
How does the Financials tab work?
Financials allow you to input information related to the client's Savings/Retirement/Income Protection/Investment/Lifestyle situation. The same function is accessible on the client's mobile app; and input of data in either the agent system/client app is synced. my-insurer will automatically sync updates to both ends.
