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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.

  • Financial Health Check
  • Product Comparison
  • Suitable for different product categories
  • Product Catalog
  • Payment for specific products *
  • Prospect Management

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

  • Critical Illness Coverage
  • Funds for Family
  • Savings as Scheduled
  • Retirement Plan
  • Child’s Education
  • And More

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

Benefit

  • Visualize how insurance closes the gap
    between your customers and their goals.

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

  • Product comparisons will shown the difference between products.

Discover how we can help you unravel
your customer needs.

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APPLY NOW

  • Max. file size: 1 GB.