Who Uses This Software?

Agency owners, advisory firms, independent agent, or financial advisor


Average Ratings

6 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    $10.00/month/user
  • Pricing Details
    1. Monthly subscription with add ons 2. Enterprise package
  • Deployment
    Cloud, SaaS, Web
    Installed - Mac
    Installed - Windows
    Mobile - Android Native
    Mobile - iOS Native
  • Training
    Documentation
    In Person
  • Support
    24/7 (Live Rep)

Vendor Details

  • Stark Group
  • www.my-insurer.net
  • Founded 2017
  • Singapore

About my insurer

Insurance CRM / CSM for intermediaries and a smart mobile wallet app for their policyholders


my insurer Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management

my insurer Reviews Recently Reviewed!


Highly Recommended

May 30, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Extremely
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Pros: The convenience and ease of use to churn out a graphical portfolio summary for the client

Cons: Needs a bit more of tweaking here and there. However overall it is really good!

Overall: Consolidation of my client base and remembering their birthdays

Good Platform for Consultants and Clients

May 27, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality
Likelihood to Recommend: 8.0/10 Not
Likely
Extremely
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Pros: It is intuitive, graphical, convenient and helps create more engage between client and financial consultant.

Cons: The buttons in the user interface can be streamlined and de-cluttered further.

Lack of fingerprint login for the user.

As the administrator, there were times where I will take longer than I thought to navigate the administrator end of the platform.

Overall: It is overall intuitive and graphical. This captures my attention more and my clients like that the info is tidy and concise.

As the Administrator, though the initial inputting of information may sometimes be tedious, this platform opens up opportunities for me to engage with my clients.

n/a

May 29, 2019
4/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

3 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: impressive GUI and it is very easy to understand for the client

Cons: learning curve and not enough flexibility

User benefits

May 30, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
Likely

Pros: Consolidate all company insurer policies in on apps for review

Cons: There is no enough except report

There is no report to indicate how many of my customer has download the apps

Or unstall the apps

Overall: So far customer quite happy with it .

WONDERFUL SOFTWARE AND APP to bring CRM to a next level

May 29, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Extremely
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Pros: Innovative features for CRM functions

Comprehensive features

Cons: Some features in systems can be improved to fit industry practices better

Financial portfolio review

Jun 06, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
Likely
Extremely
Likely

Pros: Can view overall policies for clients including other companies so to update thr shortfall on their financial portfolio

Cons: Input of financial portfolio for clients

Overall: View Shortfall of financial needs for clients on their financial portfolio n do review for them