HOW TO USE ENTERPRISE ACCOUNT (SUPER AGENT)
You can cancel your subscription to My-Insurer for the Enterprise or individual Wellnex accounts by following the steps described at How to cancel your subs...
Fri, 16 Apr, 2021 at 3:28 PM
The ENTERPRISE account has a feature that enables to configure for each of the Wellnex Account Managers in their group, what menu modules, what action butto...
Fri, 16 Apr, 2021 at 3:25 PM
One main role of the ENTREPRISE account is to administer the Wellnex accounts that are attached to his group. The sub-module ACCOUNT MANAGER enables Enterp...
Fri, 16 Apr, 2021 at 2:59 PM
As a ENTERPRISE account, you have the ability to create clients / leads like standard Wellnex ACCOUNT MANAGERS, but you can also re-allocate clients/leads f...
Fri, 16 Apr, 2021 at 3:00 PM
Specific to insurance clients As an ENTREPRISE (previously known as SUPER-AGENT), you have the ability to create policies like standard Wellnex ACCOUNT MAN...
Fri, 16 Apr, 2021 at 12:35 PM
My-Insurer has a powerful toolkit to facilitate new Leads and Prospects acquisition for Wellnex ACCOUNT MANAGERS. ENTERPRISE accounts (previously known as ...
Fri, 16 Apr, 2021 at 3:01 PM
This is specific to Insurance clients. Product Library is a gallery where the ENTERPRISE account can add/edit templates of your policy products. You can ...
Fri, 16 Apr, 2021 at 3:03 PM
This section will teach you everything you need to know about setting up your ENTERPRISE account Profile, what to do if you have forgotten your login or you...
Fri, 16 Apr, 2021 at 3:16 PM
The Enterprise (Super Agent) account allows a Firm manager or Group leader to create Account Managers, attach clients to them, set up Products and allocate ...
Fri, 16 Apr, 2021 at 4:58 PM
The ENTERPRISE account can set features (menu modules, tabs, action buttons) on or off. So if one of the Wellnex account managers attached to his group can...
Fri, 16 Apr, 2021 at 5:16 PM