FAQ

HOW TO SET UP AN ENTERPRISE ACCOUNT?
Click here
Thu, 7 Feb, 2019 at 6:17 PM
Will there be a training after I sign up for a subscription?
All initial sign ups will be required to attend a 1 hour "live" training session where you will be equipped with the knowledge to leverage on our ...
Mon, 23 Nov, 2020 at 2:54 PM
HOW TO ADD AN AGENT?
Click here
Thu, 7 Feb, 2019 at 6:18 PM
How to cancel your Subscription?
Click here
Thu, 7 Feb, 2019 at 6:20 PM
How much is my insurer?
My Insurer is on a subscription license for either 6 months or 12 months.  There is an Entreprise level for companies/groups and Account Managers licence f...
Mon, 11 May, 2020 at 3:31 PM
Buy insurance through the Wellnex App (previously My Insurer)
Taking into consideration that: MY INSURER is a duly registered company providing to licensed Financial Advisors with advanced workflow software MY INSU...
Mon, 11 May, 2020 at 3:37 PM
Functionalities for Individual Agent
Enjoy full functionalities Pay according to portfolio size Cost transparency with Enterprise account For more information click here.
Mon, 11 May, 2020 at 3:42 PM
YOU ARE AN INDEPENDENT AGENT OR FINANCIAL ADVISOR
For more information click here Think big and get access to a crm & set of marketing tools to build up & protect your business  Get a one sto...
Fri, 8 Feb, 2019 at 2:14 PM
Functionality of my insurer for agencies
for more information click here Digitalise to scale up and protect your business Create & edit unlimited sales account for your agents Generate lea...
Fri, 8 Feb, 2019 at 2:06 PM
Why don't I have access to the same data as other Wellnex Account managers?
Each individual Wellnex account manager can only view the data that is attached to his account. So if you have invited to join people and they complete the...
Fri, 16 Apr, 2021 at 5:38 PM