HOW TO USE ENTERPRISE ACCOUNT (SUPER AGENT)
An ENTERPRISE (previously known as Super-Agent) account enables to administrate Wellnex accounts (previously known as Account Managers) in the group that th...
Fri, 16 Apr, 2021 at 3:00 PM
Specific for insurance: With an ENTERPRISE account as a SUPER-AGENT, like your Wellnex Account Managers, you can create a new client account by accessing &...
Fri, 16 Apr, 2021 at 4:48 PM
After creating a client, you can proceed to either - Allocate the client to one or more account managers - Edit personal information of client - Add a p...
Tue, 22 Oct, 2019 at 1:36 PM
You can select one or more account managers via the "Filter" button in "Portfolio Overview" to have a view of the activities of your...
Tue, 13 Apr, 2021 at 4:08 PM
You can add more account managers to your Group supervised by the Super-Agent account by accessing "Portfolio Overview"> Account Manager>&qu...
Tue, 13 Apr, 2021 at 3:50 PM
You can have access to the following information to an account manager parked under you. Have an overview of his/her activity by clients or polic...
Tue, 22 Oct, 2019 at 1:57 PM
- Policy management allows you to have an overview of the latest modified policy in your ecosystem. - You can also choose to filter by account manager...
Tue, 22 Oct, 2019 at 2:00 PM
Under document management, you can view the details, download attachments/images and delete the document sent by client/prospect to the account manager. ...
Tue, 22 Oct, 2019 at 2:01 PM
Specific for insurance Yes you can via "Renewal Management"
Fri, 16 Apr, 2021 at 4:44 PM
"Quotation Received" allows you to have an overview of all the quotation requests submitted by policyholders or prospects via the mobile app to yo...
Tue, 22 Oct, 2019 at 2:06 PM