my-insurer and wellnex

When a prospect/client clicks on the link to the chatbot, they will be directed to Facebook where the chatbot will start asking a series of questions. The c...

The chatbot allows you incentivise the prospect/client to provide their personal and asset information which will automatically be input into the system as ...

The chatbot identifies you by your mobile number. During the process, the chatbot will ask for the mobile number of the agent/relationship manager that refe...

Join Wellnex Full allows you to collect up to 51 data points in less than 6 minutes. Once the prospect has completed the survey, he/she will receive an ...

Know Your Customer (KYC) allows you to identify your prospects/clients existing insurance portfolio and financial standing, needs and wants.

You can access the KYC when logged into the agent platform or you can copy and paste the link of the KYC URL onto your social media, websites and other mark...

The KYC is a paid module to be added on. Please ensure you have an active subscription to access the module. To activate your subscription, please go under ...

Yes. Please copy and paste the assign (different for every agent) URL to your tablet/mobile browser. Alternatively, you can access the KYC directly from your...

Yes. A financial calculator is available for use in the mobile app for clients.

You will be notified on the platform and/or email when your client edit their financial information; vice versa. The calculator on the agent platform and mo...