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description: Review of Wellnex Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Wellnex | Reviews, Pricing & Demos - SoftwareAdvice AU
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# Wellnex

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> Wellnex is a cloud-based CRM software that facilitates the generation of leads, launches unlimited marketing campaigns and publications and allows dynamic portfolio segmentation and monitoring. Key features include QR scanning, health screening, online booking, and more.

The tool allows users to monitor the team's performance and send invitations to clients. Wellnex enables managers to upload documents, control data leakage, set up marketing accounts and create policies.
> 
> Verdict: Rated **4.3/5** by 33 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 33 Reviews |
| Ease of Use | 4.2/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.4/5 | Based on overall reviews |
| Features | 4.1/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Stark Group
- **Founded**: 2017

## Commercial Context

- **Starting Price**: SGD 100.00
- **Pricing model**: Flat Rate (Free version available) (Free Trial)
- **Pricing Details**: There are different product
1. Enterprise package: dedicated to those that own a Financial Advisory Firm or Agency that want to​ differentiate themselve to ​recruit \& retain\! Monitor \& stay in control\! Reduce significantly their operational cost in total compliance\!

2. Account Manager license: dedicated to Independent Insurance Agents that wish to ​get leads, reward them \& scale up​, or Protect their business, reward clients and boost sales.

3. White Label: dedicated to companies that want to digitise themselves in total compliance, safely and at low cost\! They get their very own platform and app, with their brand, their functionalities and their own database and other document repository\!
- **Target Audience**: 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop), Linux (Desktop), Chromebook (Desktop), Android (Mobile), iPhone (Mobile), iPad (Mobile)
- **Supported Languages**: English
- **Available Countries**: Malaysia, Singapore

## Features

- Access Controls/Permissions
- Activity Dashboard
- Activity Tracking
- Alerts/Notifications
- Claims Management
- Client Management
- Client Portal
- Commission Management
- Contact Management
- Customisable Branding
- Customisable Forms
- Customizable Reports
- Document Management
- Document Storage
- Document Templates
- Email Management
- Email Marketing
- Forms Management
- Insurance Policy Management
- Lead Management

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Chat

## Category

- [Insurance Software](https://www.softwareadvice.com.au/directory/4506/insurance/software)

## Alternatives

1. [ePayPolicy](https://www.softwareadvice.com.au/software/108153/epaypolicy) — 4.9/5 (247 reviews)
2. [Jenesis Software](https://www.softwareadvice.com.au/software/62001/jenesis-agency-management) — 4.7/5 (283 reviews)
3. [Applied Epic](https://www.softwareadvice.com.au/software/441710/applied-epic) — 4.2/5 (141 reviews)
4. [pVerify](https://www.softwareadvice.com.au/software/331869/pverify) — 4.3/5 (41 reviews)
5. [Agency Matrix](https://www.softwareadvice.com.au/software/187168/agency-matrix) — 3.7/5 (104 reviews)

## Reviews

### "Easy" — 5.0/5

> **Abdul rahim** | *7 July 2023* | Financial Services | Recommendation rating: 9.0/10
> 
> **Pros**: Very easy use. Straightforward in customers registration.
> 
> **Cons**: Clients app surface can be more smooth. To provide them better experience in the app.

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### "Free access to a discounted services and benefits for healthcare and lifestyle" — 5.0/5

> **Judy** | *8 April 2020* | Oil & Energy | Recommendation rating: 10.0/10
> 
> **Pros**: It is Free, I just need to download the app by responding to a survey and I get access to many clinics and services. 
I paid $12 instead of $30 for medical consultation.
I paid $50 instead of $100 for dental polish, cleaning and consultation.
and I have access to discount for F\&B.
> 
> **Cons**: Takes a bit of time of loading from time to time.
> 
> I know about  Wellnex the front end of My Insurer. 
My experience as a User is very good and unique in Singapore or Asia.
I can have a profiling for my financial status and situation when it comes to insurance.
My FA took care of me and has been able to share with me a serious set of analysis. He has been able to recommend me interesting insurance products and show that I was not well insured.

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### "My Thoughts" — 2.0/5

> **Jojo** | *25 May 2020* | Information Technology & Services | Recommendation rating: 5.0/10
> 
> **Pros**: There's a lot of information and services provided - access to preferred partners, discounts, getting quotes.
> 
> **Cons**: The features are not easily "discoverable"; there doesn't seem to be a structure/theme on how the various features "blend". Error messages can be more user-friendly.

As a developer, I can't figure out the target market segment. I suggest to do a V2 of the software using design thinking now that there are agents and end consumers using it.
> 
> Although "stickeness" is promoted, i'm not just interested in such promos. I would be interested to know how the analytics track to user engagement.

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### "Highly Recommended" — 4.0/5

> **Ron** | *31 May 2019* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: The convenience and ease of use to churn out a graphical portfolio summary for the client
> 
> **Cons**: Needs a bit more of tweaking here and there. However overall it is really good\!
> 
> Consolidation of my client base and remembering their birthdays

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### "Wellnex Review" — 4.0/5

> **adam** | *7 July 2023* | Financial Services | Recommendation rating: 6.0/10
> 
> **Pros**: Features was very easy to use on a daily basis
> 
> **Cons**: The partners that were inside were not always attractive

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## Links

- [View on SoftwareAdvice](https://www.softwareadvice.com.au/software/312261/my-insurer)

## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/insurance/my-insurer-profile/> |
| en-AU | <https://www.softwareadvice.com.au/software/312261/my-insurer> |
| en-GB | <https://www.softwareadvice.co.uk/software/312261/my-insurer> |
| en-IE | <https://www.softwareadvice.ie/software/312261/my-insurer> |
| en-NZ | <https://www.softwareadvice.co.nz/software/312261/my-insurer> |

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