We launched my-insurer last September 2017. As a post acquisition crm, we have acquired 17,000 policyholders with the support of over 400 intermediaries. We are looking forward to achieve the 20,000 mark!
We are finalising our pre-acquisition tools, critical to Life intermediaries to generate leads and nurture prospect.
It includes :
2. Quick Health check
3. Survey capabilities
all will be dynamically integrated & editable at anytime within the intermediary (crm) & policyholder (app) facing.
We are also discussing with some of your insurance partners to integrate their product for both recommendations and acquisitions. We should be ready by February 2019.
We will be the first and only platform to offer a full yet digital sales journey that Financial Advisors and Planners are looking for.
With a very good year 2018 that showed exponential growth for the platform, my-insurer has appointed a new group of advisors to prepare the start up to achieve even more in 2019.
visit our latest start up - www.my-insurer.net