my-insurer and wellnex

Product library is a gallery where you can add/edit templates of your policy products. You can also easily add multiple templates to numerous clients.

To add a product, first add the policy to a client. At the bottom of the policy detail tab, select "Save to library"

You are free to name the products accordingly. Select the template you wish to duplicate in the product library. Click "Duplicate Product Library"...

You must first have client existing before you can add any to the template. To add a client, please access "Portfolio Overview" > "Clients&...

Access "Product Library" > "Select the template (s) you wish to add > "Add 1 or more clients"

Yes. Select the template you wish to edit, edit the information accordingly and "Update Product Library"

You can create variations of a single product in instances where is only a small edit . E.g. single premium amount, age band, etc. It allows you to categori...

You can. Access product library and the template you wish to delete. 

When adding a product to library at an enterprise level, you can then allocate the product to an agent (s).

No, you can also allocate a product to a client at client profile level.