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Complete product and recommendations and send to your client virtually. Digitalised process for convenience and security for your client.
Clients need an account to store all of their information, approve and acknowledge purchased policies.
Each client have different needs and each product and recommendations are different. KYC is able to suggest what each client need after answering a list of questions.
With the client’s needs, products are being recommended and client have the choice to approve or reject it at their own time. A copy of the product will be sent to them.
Once client approve the policy, necessary documents have to be given to their adviser in order to secure the policy.
After the adviser have everything the provider need, they will send it to the provider and the policy will be in effect.
Client can choose to log in using using Singpass and also fill up personal information using Myinfo. Reduce the time to manually input all information.
As a client, you have the freedom to check the policy process whenever, wherever. You will know the purpose of each personal information the provider need.
With all the information you provide, we are able to determine which product is best fitted for you. We only recommended what you need.
With access to your own policy, you can check exactly how much you have to pay and when you have to do so without consulting your adviser.
You know the process every step of the way.