my-insurer and wellnex

Introduction to Dashboard Dashboard allows you to have a view and manage all your activities happening on my-insurer. For more information, click here

I want to see the number of POLICYHOLDERS/LEADS since the beginning of the year/month/week/day The "Overall" tab on the dashboard shows the...

To view additional policyholders for the year/month/week , scroll down the dashboard to access "ALL CLIENTS".  You will see the additional new...

The total number of new CLIENTS/LEADS/POLICYHOLDERS for today, is shown as per indicated in the red circle (see attached image)

To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left.

To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. Y...

To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. Y...

To view the total number of new polices, scroll down towards "Policy". The number of new policies today will be shown on the circle on the left. Y...

Entry date is the date where the policy is keyed onto my-insurer system. Effective date is the inception date of the policy

To monitor lapse policies this month, scroll down the dashboard to access the Lapse/Renewal Overview before the selecting the timeframe from the drop down b...