my-insurer and wellnex

The system allows you to select the email you wish your client to receive. By default, the email you register with my-insurer will be selected. You may also ...

If you are logged in onto a particular gmail in your browser, Google will automatically sync your selection to that email when you select to send your messa...

Yes, you will be able to select groups of clients by their birthdays, policy anniversaries etc.

How do I create My own personalised Website? To create your own personal website, go to "Profile" then simply select the logo / Title / Sub-parag...

No, you are still able to use your own email as well. However, the function does provide a template for you and a quick function to select all emails saved ...

Yes, even though we have provided an initial template, you are still able to customize your very own message

Here is how you can easily plug your Facebook, Twitter, Linkedin account to your Wellnex CRM.  https://youtu.be/efwc5qOPRHc&nbs...

Discover how you can segment your members based on their policies and send publications to the segmented members. https://www.youtube.com/watch?v=...

Discover how you can segment your members based on age, birthdays, date of registrations, gender and many more with our Publication tool. You can then start...