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Insurance Agency Software

my insurer

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

By Stark Group

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TrustList summary

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.

Main features

  • 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.

Clients

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

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

Categories & features

Rankings

my insurer is ranked on 7 TrustList rankings: #5 on 1, #6 on 5 and #7 on 1.

Every ranking orders its listings by their reviews, how complete the profile is and the Trust Score. my insurer has no reviews yet and 3 of the 10 profile details we look for. Where no listing on a page has been reviewed, the order follows the profiles alone.

Insurance agency software · 7 rankings

On 6 of these it sits behind Apizeal, ahead of HealthSherpa.

  • #5of 6
    Life health

    It is the only one of the 6 here listing android and one of 3 here listing claims management.

    Of the 6 here, 5 also cover commission management and 3 also cover property & casualty.

  • #6of 9
    Contact management

    It is one of 3 here listing property & casualty and one of 6 here listing life & health.

    Of the 9 here, 6 also cover life & health and 5 also cover insurance rating.

  • #6of 9
    Document management

    It is one of 8 here listing commission management.

  • #6of 9
    Insurance policy management

    It is one of 2 here listing android and one of 3 here listing property & casualty.

  • #6of 9
    Quote management

    It is one of 2 here listing android and one of 3 here listing property & casualty.

  • #6of 8
    Commission management

    It is one of 2 here listing android and one of 3 here listing property & casualty.

    Behind Apizeal, ahead of QQCatalyst.

  • #7of 10
    Web based cloud saas

    It is one of 9 here listing contact management and document management.

    Of the 10 here, 9 also cover insurance policy management and 9 also cover document management.

As of 2026-11-05. Organic ranks only; sponsored placements are never ranks. How TrustList ranks

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