Compete in an increasingly connected world. Drive more referrals from your clientele with MyInsurFolio
| CLIENT MANAGEMENT | ||
|---|---|---|
| Price per Month | $80 | 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 |
|
|
Compete in an increasingly connected world. Drive more referrals from your clientele with MyInsurFolio.
| CLIENT MANAGEMENT | |
|---|---|
| Price per Month | $80 |
| 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 |
|
| 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 |
|