Image by Eugene Lim

ACQUIRE, RETAIN & REWARD.

NURTURE & CONVERT


ADVISE & SERVICE

IN FULL COMPLIANCE

 
Data on a Touch Pad

GENERATE SMART LEADS

Design your own lead generation platform with unlimited QR Codes and URLs.

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Store, access and edit the full profile of your prospect at anytime!

REWARD YOUR LEADS WITH REAL BENEFITS

Anyone you invite to join Wellnex, with his family, will enjoy exclusive Outpatient Healthcare Services, Fitness and Lifestyle benefits

Image by Kira auf der Heide
Image by Rohit Tandon

VALUE ADD TO EXISTING CLIENTS A CURATED BENEFIT PROGRAM

Customise the Wellnex overall benefits by adding your own partners to your community.
You can also allocated different benefits to specific clients.
You can create Coupons and Vouchers and send them to specific clients

MEMBERS GET MEMBERS REFERRAL SCHEME

Your Wellnex community can refer friends and families to join the community; tagged to you with a click of a button!


Monitor, track and access your referees and their referrals “live”!

Business Conversation
Insurance Agent

LIVE FINANCIAL PLANNING SIMULATOR

Digitalise your advisory process


Assist your clients to simulate and visualise the gaps within their financial status powered by customisable scenario planning and recommendations!


Interact and compare solutions with accurate data in real time!


Share a compliant personalised PDF document via email or the app to your client/prospect!


Add or edit any recommendations or product advice to the document!

UNLIMITED PUBLICATIONS

Publish up to 6 platforms simultaneously with a click of a button!

Track your readership and your community’s interest to follow up!


Segment and communicate to your community by source and demographic type!

Mobile Phone
Financial Report

COMPREHENSIVE SUITE OF PRE & POST ACQUISITION TOOLS

Over 50 modules and counting to include


Analytics Dashboard

Policy Management

Renewal Management

Quotation Management

Product Templates

Testimonials

Greeting Cards Design Suite (Birthday reminders etc.)