Client Services

CRM

Client Services Hub

How can we help you today?

Everything you need — apply for insurance, download brochures, file a claim, or book a consultation. All in one place.

📝 Online Application 🛡️ Protection Check ⭐ Legacy Boost 📄 Brochures 🏥 Claims Guide ❓ FAQ 📅 Book Consultation 🗂️ CRM

⭐ Flagship Feature

Apply for Insurance Online

Complete your insurance application in under 15 minutes. Guided 10-step wizard, smart IC processing, instant PDF generation, and WhatsApp submission. Secure and paperless.

Start My Application → How It Works

~12

minutes to complete

✓ Free to use

✓ Bilingual EN/中文

✓ PDF generation

✓ WhatsApp ready

Interactive Planning Tools

Protection Health Check™

4-step wizard that scores your life, medical, CI, PA and savings coverage. Animated dashboard with gap chart and PDF report.

Run My Check →

Legacy Boost Experience

Immersive interactive experience. Read Mr Tan's story, explore the family timeline, then calculate your own Legacy Score.

Discover Legacy Boost →

All Client Services

Product Brochures

Download official product brochures for life insurance, medical cards, critical illness, savings plans and more. Share with family.

Browse Brochures →

Step-by-step guide for filing medical, life and critical illness claims. What to prepare, who to call, and what to expect.

View Claims Guide →

Frequently Asked Questions

Answers to the most common insurance questions — medical card repricing, nominees, guaranteed acceptance, premium payment and more.

Read the FAQ →

Policy Gap Calculator

Enter your income, debts, and existing coverage. See your protection gap instantly — how much more coverage you need and why.

Check My Gap →

Forms, declarations, claim documents, product illustrations and other useful downloads for policyholders.

Go to Downloads →

CRM & Quotation Builder

Internal client management and quotation tool. Manage clients, draft proposals, and export professional insurance quotations. Password protected.

Personal Service

Book a Consultation Free

30-minute free consultation. Derrick reviews your situation, answers your questions, and recommends the right plan — no pressure.

Prefer Human Support?

Derrick is ready to help.

If you prefer to talk through your options before filling in any forms, just reach out.

+60 16-542 6195
Fastest response

derrick.advisory.life
@gmail.com

Free 30-minute consultation