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If you would like to use different Widgets on each page, we reccommend Widget Context Plugin.

Financial needs analysis.
Aligning criteria is one of the pain points of insurers.

Without the right tools, insurance agents have to rely on their own experience to decide which product suits each customer better.

This represents two big issues. The first one, different criterias and opinions between agents; and the second, the level of expertise of each agent which may lead to promote a product the agent is more familiar with.

FNA MODULE, THE EFFICIENT WAY TO
UNDERSTAND YOUR CUSTOMERS

Each customer is unique. AgentMate FNA Module allows you to understand your customers’ requirements thoroughly and respond accurately.

Identify your customers’
goals and understand
their motives with a
Financial Health Check

Analyze the gap between your customer’s ideal insurance and their current product coverage.

Benefit

Select the objectives of insurance and apply search filters.

Select and compare several products
Single brand or Multi Brand comparison
Seamless connection to E-Quotation and E-Application*

Benefit

APPLY NOW