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!
Can you tell us a little bit about yourself?
Hi, my name is Hazel Ong and I have been in the industry for close to 11years.
During my 11-year stint, I have grown professionally with the attainment of the Certified Financial Planner (CFP) accreditation and my highest accolades would be the prestigious MDRT Membership, recognizing my professionalism.
Why do you invest time to do up insurance portfolio summary for your clients?
I see it as a value-add service to my clients allowing them to know what they owned, what and how much they are covered for, and how much they are funding the policies. And for myself, it helps me to understand their portfolio at one glance which is something I would want as a consumer.
How have you been doing an insurance portfolio summary for your clients before MyInsurFolio?
I have been using excel spreadsheets to prepare the insurance portfolio summary before MyInsurFolio as well as providing my clients manual and numerical updates from time to time.
Why do you switch to my MyInsurFolio?
I wanted to try out a system that allows for live updates to the insurance portfolio summary online as part of my premium value-added service for my clients and achieve consistency in the drafting of summaries for my entire clientele.
What do your clients say about MyInsurFolio?
My clients find MyInsurFolio a very interesting and exciting platform that provides easy and convenient access to information on their insurance portfolio anytime and anywhere.
Would you recommend MyInsurFolio to your fellow FCs and why?
Yes, I would.
It is good for those new Financial Consultants starting out with this very efficient, functional, and intuitive platform to prepare the insurance portfolio summaries for their clients as a value-add service that allows for 24/7 online access as well as empowering their clients to grant access to their loved ones, next-of-kin or any trusted individuals, else the migration to another system can be a hassle.