Obtain More Referrals

Compete in an increasingly connected world. Drive more referrals from your clientele with MyInsurFolio

Plus

Select

The Insurance Central Depository that is proven to generate referrals and more.

Basic

Get Started

The essential cloud-based Insurance Portfolio Summary platform.

CLIENT MANAGEMENT    
Monthly Price per Month $60 Free
Encrypted Data Storage
Personalised Landing Page for Financial Consultants
Client Testimonial Showcase
Premium Portal Interface
PORTAL    
Empower Clients with 24/7 Access to view their Insurance Portfolio Summaries
PDF Insurance Portfolio Summary
Referral Lead Generation with Insurance Central Depository
Premium Completion and Policy Maturity Email Alerts
Automated Email Birthday Greetings
Customised Client Event Alerts
Client Will and Nomination Notes
Private and Shared Client Notes

Obtain More Referrals


Compete in an increasingly connected world. Drive more referrals from your clientele with MyInsurFolio.


Plus

Select

The Insurance Central Depository that is proven to generate referrals and more.

CLIENT MANAGEMENT  
Monthly Price per Month $60
Encrypted Data Storage
Personalised Landing Page for Financial Consultants
Client Testimonal Showcase
Premium Portal Interface
PORTAL  
Empower Clients with 24/7 Access to view their Insurance Portfolio Summaries
PDF Insurance Portfolio Summary
Referral Lead Generation with Insurance Central Depository
Premium Completion and Policy Maturity Email Alerts
Automated Email Birthday Greetings
Customised Client Event Alerts
Client Will and Nomination Notes
Private and Shared Client Notes

Basic

Get Started

The essential cloud-based Insurance Portfolio Summary platform.

CLIENT MANAGEMENT  
Monthly Price per Month Free
Encrypted Data Storage
Personalised Landing Page for Financial Consultants
Client Testimonal Showcase
Premium Portal Interface
PORTAL  
Empower Clients with 24/7 Access to view their Insurance Portfolio Summaries
PDF Insurance Portfolio Summary
Referral Lead Generation with Insurance Central Depository
Premium Completion and Policy Maturity Email Alerts
Automated Email Birthday Greetings
Customised Client Event Alerts
Client Will and Nomination Notes
Private and Shared Client Notes