HOW TO USE ENTERPRISE ACCOUNT (SUPER AGENT)

How can an ENTERPRISE account cancel the Subscription?
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
What access can the ENTERPRISE account configure for the Wellnex Account Managers?
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
How can an ENTERPRISE account administer the Wellnex Account Managers?
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
How can an ENTERPRISE account manage the clients of the Wellnex Account Managers in the group?
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
How can I re-assign policies between Wellnex Account Managers?
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
Can an ENTERPRISE account generate leads?
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
How can an ENTERPRISE (Super-Agent) provide generic products to the Wellnex Account Managers?
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
What can a ENTERPRISE account do in Profile?
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
What can an ENTERPRISE account do?
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
My Wellnex Account Manager does not have access to functionalities. Why? What can be the problem?
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