my-insurer and wellnex

Policy details showcases the various important information pertaining to your client's policy. It includes, payment details, benefits, sum assured, crit...

"Portfolio Overview" > "Client " > "Select Client" > "Create a policy".

Comment is to facilitate communication between client and agent for the policy only.

Any information keyed here cannot be seen by the client on the app.

Any information keyed here CAN be seen by the client on the app (no editing allowed).

Random number generated by the system.

Product type allows you to further shortlist the product applicable under a specific Product Category. E.g Endowment (product type) under Life (Product Categ...

Start date: inception date/ End date: Policy maturity date.

Benefits allow both agent and client to have a view of the benefits tagged to a policy, as well as the aggregation of client's sum assured across multip...

To minimise the user experience on the mobile app where clients have to scroll left/right for long sentences.