YOUR CLIENTS
Portfolio overview allows you to manage your clients and products, track the progress of your revenue, lead acquisition and more.
Fri, 8 Feb, 2019 at 11:46 AM
Accessing the menu bar, click on Portfolio Overview > Client > Create New Account. You can choose to create your client login via their email or mobil...
Fri, 8 Feb, 2019 at 11:48 AM
Why is there an option to create the client via email or mobile? It allows you ore option to add policyholders/leads that have only either of the inform...
Fri, 8 Feb, 2019 at 1:07 PM
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...
Mon, 18 May, 2020 at 11:29 AM
What is the purpose of "Product Management?" Product Management allows you to have an overview of the various products in your database, with a...
Mon, 18 May, 2020 at 12:37 PM
Find out how you can download your client database from Wellnex. https://www.youtube.com/watch?v=wa0In67LjEo My Insurer Private Limited – Singa...
Fri, 23 Jul, 2021 at 11:45 AM
Find out the information you can collect per member here. https://www.youtube.com/watch?v=TfuA38mgeUI My Insurer Private Limi...
Fri, 23 Jul, 2021 at 1:16 PM
Find out how you can turn off the email notification for a member. Watch a short video here on how you can do so. https://www.youtube....
Fri, 30 Jul, 2021 at 12:41 PM
Discover what you can have an overview of all your insureds. You will be able to see all the details of all your clients such as personal details, referral ...
Fri, 30 Jul, 2021 at 12:53 PM