my-insurer and wellnex

You can upload an excel or csv. file with the list of email addresses you wish to receive your content.

If we auto populate the emails that are already stored , we would not be able to allow you to send to leads that you have yet put in the system.

Your (email address included) credentials is included when you client received the email.

To send a Publication, access "Publishing" > "Send Publications"

To filter the dates, simply select the applicable timeframe and update the list to view

To select multiple clients, simply check on the tick boxes on the left.

Yes. They will receive a notification on their app or email depending on the profile and publishing settings you have created.

The app notification/ email sent will include your credentials. On the app newsfeed, we show your name and profile picture.

Merge tags are used to insert personalised or dynamic content onto emails and messages you send on my-insurer. E.g. you can send a mass email to your your c...

Yes you can. Before sending an email or message, you have the option to save a copy of the template to reuse.