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MyInsurFolio

A cloud-based platform to help financial advisors/consultants, insurance agents, and their clients better visualize and access their insurance portfolios

Product/Service

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

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