If you’re a Financial Consultant who…
…is frustrated by cold calls, road shows, or canvassing
…has had enough of rejections and dead-end leads
…is looking for a better way to pitch to prospects
…wants a better success rate in obtaining referrals
…is working hard but falling short of your target FYC
…then MyInsurFolio is the ULTIMATE SOLUTION you’re looking for.
It may sound impossible but simply switching to MyInsurFolio from outdated presentations or spreadsheets can get you quality referrals with tangible results.
MyInsurFolio is a CONVENIENT AND SECURE cloud-based platform that serves as an insurance central depository and helps users easily visualise and access their insurance portfolio.ACCESS YOUR FREE MyInsurFolio ACCOUNT NOW
WHAT SATISFIED USERS SAY ABOUT MyInsurFolio
“I guess just like many in this industry, I was initially not open to an online platform that I’m not familiar with, adverse to changes.
But it’s something I advocate now because I have created enough portfolios to realize that it’s a tool I’ll need in order to maintain consistency in summarizing my clients’ portfolios!
Gives my clients reasons to come back to me to update theirs too!
“MyInsurFolio enables me to set myself apart from the rest of the Financial Consultants in the market. For prospecting perspective, it allows me to have a clearer view and identify the shortfall in their portfolio.
For my clients, it’s a value added services which I extend out to them and it also makes it easier for me when comes to portfolio review time!
BENEFITS TO FINANCIAL CONSULTANTS
Helps financial consultants collate and present insurer information—for referrals that bring great results
BENEFITS TO CLIENTS/PROSPECTS
Gives policyholders 24/7 access to their insurance information or empower a trusted person in emergency cases.
TIME AND COST SAVINGS
Research shows that at least a quarter of Financial Consultants left the industry, citing (1) LACK OF PERSONAL RESOURCES FOR FOLLOWING UP ON LEADS AND (2) RUNNING OUT OF PROSPECTS AS THE TOP REASONS.
Imagine if you could save on time, transportation cost, and other expenses you’d normally spend on cold calls, road shows, and canvassing for prospects?
MyInsurFolio makes it a breeze to communicate and provide support services to your clients, plus generate referrals and pitch to your prospects, so you can stress less and do more to achieve your grand FYC goals!CHECK OUT OUR PLANS & PRICING