As a firm believer in delivering professional services to my clientele, MyInsurFolio greatly helps to effectively summarize, update, and deliver the clarity of my client’s insurance portfolio.
For me, a well-prepared insurance portfolio summary will be the best value-adding service I can offer to my clientele as part of my financial planning review work.
MyInsurFolio generates great opportunities to up-sell and cross-sell and provides an inexhaustible source of quality referral leads generation.
I see MyInsurFolio as a great enabler in our work and a game-changer for the business!
Can you tell us a little bit about yourself?
It has been 6 years since I joined the life insurance industry and have never looked back since.
My growth in the business has been evidenced by my achievement of all the awards in the company recognizing my outstanding sales ability year-in-year-out, seeing myself traveling to many clubs and conventions destinations globally. My drive for personal excellence qualified me for the prestigious MDRT Membership in 2018.
Taking on the challenge of agency building see myself promoted to Associate Financial Services Manager in 2019 and Financial Services Manager in 2020.
As an agency leader, besides grooming and guiding my Financial Consultants in their work, I also took on the role of a personal coach to empower them to break through to the next level of excellence.
Why do you invest time to do up insurance portfolio summary for your clients?
Professionalism is something I strongly believe in.
Instead of being branded as “product pushers”, the professional work we do and the value-adding services we provide must be recognized by our clients, prospects, and business associates just like what lawyers, doctors, and accountants do for their clients.
How have you been doing an insurance portfolio summary for your clients before MyInsurFolio?
The good old excel template portfolio summary from day 1.
Why do you switch to my MyInsurFolio?
Well, in short – it is convenient, easy to use, and most importantly, professional.
As mentioned, I am a firm believer in delivering professional services to my clientele and MyInsurFolio greatly helps to effectively summarize, update, and deliver the clarity of my client’s insurance portfolio. For me, a well-prepared insurance portfolio summary will be the best value-adding service I can offer to my clientele as part of my financial planning review work.
I see MyInsurFolio as a great enabler in our work and a game-changer for the business!
What do your clients say about MyInsurFolio?
To my clientele, the insurance portfolio summary prepared with MyInsurFolio allows for easy and convenient reference to pertinent insurance information.
On top of that, my clientele felt that that the feature of secured storage of the summary on the Insurance Central Depository is brilliant and useful which facilitates 24/7 online access by their loved ones when called upon in times of emergency, giving them the peace of mind.
Would you recommend MyInsurFolio to your fellow FCs and why?
Yes, I would for the ease of summarising insurance portfolios, especially for newer FCs who have difficulty knowing what information is relevant to summarise.
Furthermore, MyInsurFolio generates great opportunities to up-sell and cross-sell and provides an inexhaustible source of quality referral leads generation.
