MyInsurFolio
A cloud-based platform to help financial advisors/consultants, insurance agents, and their clients better visualize and access their insurance portfolios
What is MyInsurFolio?
MyInsurFolio is a cloud-based platform to help , financial consultants/financial advisors/insurance agents collate client information and insurance policies.
Simply input the information and gain a comprehensive view of your clients’ portfolio performance, allowing you to quickly pinpoint areas of need and tailor your services accordingly.
Why Use MyInsurFolio?
Value-Add For You & Your Clients
Input the data once and manage all your clients’ policies on one single platform
No More Complicated Excel Spreadsheets
24/7 access for you and your clients. Use visuals to easily identify what a client lacks in their portfolio and help them recognize the need for enhancement
Have Clients Refer Family & Friends To You
Clients can assign 2 trusted individuals to access their policy details in case of emergency. No more cumbersome search or storage of documents
MyInsurFolio
Basic
FREE
Client Management
Encrypted Data Storage
Portal
Empower Clients with 24/7 Access to view their Insurance Portfolio Summaries
PDF Insurance Portfolio Summary
Plus
SG$80/per month
Get 10% off* with code: Immortalize10
*1st year annual subscription fee
Client Management
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
Immortalize X MyInsurFolio Collab Details
Get 10% off* by using Immortalize exclusive discount code
when you create your account:
Immortalize10
*1st year annual subscription fee
MyInsurFolio is a provider on Immortalize Marketplace