In partnership with

Free 1-month + 50% off MyInsurFolio Plus subscription.

In partnership with PolicyXchange. Get your Insurance Central Depository account that allows you to obtain referrals with ease.

Promo code: PolicyWoke

 

Obtaining referrals doesn't have to be hard

Pricing and Features

First month: FREE (U.P. $60)

Next 12 months: $30/mth (U.P. $60/mth)

Client management

Encrypted Data Storage

Personalised Landing Page

Client Testimonial Showcase

Premium Portal Interface

Portal

24/7 Insurance Portfolio Summary

Insurance Portfolio Summary in PDF

Referral Lead Generation

Premium Completion Email Alerts

Policy Maturity Email Alerts

Automated Email Birthday Greetings

Customised Client Event Alerts

Client Will and Nomination Notes

Private and Shared Client Notes

Promo code: PolicyWoke

Terms of Use | Privacy Policy | Cookie Policy

©2020 by PolicyWoke Pte. Ltd. 
PolicyWoke Pte. Ltd. (201936556K) is not licensed, approved, registered or otherwise regulated by the Monetary Authority of Singapore or any other applicable regulator in Singapore or otherwise in respect of any of its activities, nor does it hold itself out as being so licensed, approved, registered or otherwise regulated.
PolicyWoke Pte. Ltd. does not hold itself out to be carrying on any activities which would require them to be so licensed, approved, registered or otherwise regulated (including but not limited to regulated activities under the Securities and Futures Act (Cap.289) and financial advisory services under the Financial Advisors Act(Cap.110) of Singapore).