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Insurance Agency Software

my insurer

Membership and CRM platform letting insurance intermediaries onboard leads and offer wellness partner services

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About my insurer

my insurer is a platform for insurance intermediaries. They invite leads and clients to join as members by completing a short gamified fact-finding questionnaire that gathers up to 110 data points. Its related health services site is Wellnex Singapore.

What my insurer offers

  • Member onboarding — a gamified KYC and financial needs analysis taking about five minutes.
  • Digital processing — intermediaries can recommend, promote and process insurance and investment products.
  • Member rewards — members receive access to services through about 1,200 clinics and 50 food, wellness and lifestyle partners.
  • CRM and portals — a CRM plus a portal for agents and vendors.
  • Product options — FA BizBooster, FA Enterprise and Merchant Builder.

Who it works with

Financial advisers and insurance intermediaries, and the leads they bring in.

Key facts

  • Related brand: Wellnex Singapore
  • Note: the platform states it does not itself solicit users to buy insurance

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.

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