Convenient. 5-star. Clear and Concise.
The summaries are auto-populated and to my clients, it is very convenient to get to see everything in one glance. Furthermore, the missing coverage segments are also boxed up in red, and more often than not, it is my client who asks me what can they do about filling up those coverage gaps!
It also allows my clients and their loved ones to log in and check pertinent information on their insurance portfolio anytime and anywhere as it’s 24/7 online access via the insurance central depository!
Can you tell us a little bit about yourself?
Prior to stepping into the industry, I was building my career in the Human Resources scene within the banking sector. But back then on my promotion day in 2016, I had the biggest twist of my life where I received death news of my sister, and everything changed from there.
Fast forward 4 years, I now run an online joss paper store and have a podcast called #TryEverything (find me on Apple Podcast & Spotify!) – where I interview guests who have collected amazing career and business stories, mostly the unheard and unsung heroes that we all secretly need.
Adding financial consulting in my service portfolio in 2020 was just a way to protect the people I get in contact with, and it has so far been very rewarding. It is heartening to see that people are increasingly concerned about their own insurance coverage, for that just-in-case whatever life throws their way and that I in the position of someone who has been through those events can help them plan better.
I mostly spend my free time nannying my late sister’s kids and wondering where my imaginary pug went to.
I joined the life insurance industry with Prudential in early 2020 and am proud to be a top rookie in the first month within the agency.
Why do you invest time to do up insurance portfolio summary for your clients?
Prior to being in the industry, I’ve met and bought from various kinds of financial consultants. There are some who simply don’t bother, some who do it with excel spreadsheets. While it is only an added service, I as a client did not feel assured to know at one glance the level of protection and types of plans I have back then.
When I stepped into the industry, I wanted to keep up with technology and make sure that my clients can access the information wherever they need to. With MyInsurFolio, this is like the missing piece to the puzzle.
How have you been doing an insurance portfolio summary for your clients before MyInsurFolio?
Before I joined the business, financial consultants use excel spreadsheets in preparing the insurance portfolio summary for me.
Why do you switch to my MyInsurFolio?
I use MyInsurFolio from the very onset of joining the business and find it very useful and intuitive.
The summaries are auto-populated and to my clients, it is very convenient to get to see everything in one glance. Furthermore, the missing coverage segments are also boxed up in red, and more often than not, it is my client who asks me what can they do about filling up those coverage gaps!
What do your clients say about MyInsurFolio?
Convenient.
5-star.
Clear and Concise.
It allows my clients and their loved ones to log in and check pertinent information on their insurance portfolio anytime and anywhere as it’s 24/7 online access via the insurance central depository!
Would you recommend MyInsurFolio to your fellow FCs and why?
Most definitely, especially if you’re a rookie in this industry just like me!
It is like an extension arm of a client relationship management tool where you can help to manage their portfolio online.
The world has changed with technology, and we too, have to keep up with it!
