With a comprehensive set of tools and features, FA Lounge not only streamlines operations but also integrates advanced technology to meet the evolving needs of policyowners. The application enhances traditional distribution models by offering features such as digital underwriting, a commercial dashboard for tracking sales activities, and secure document management. FA Lounge improves customer experiences and drives growth and profitability in a competitive landscape.

The application encompasses various functionalities:

Visual analytics
FA Lounge contains powerful visual analytics tools for monitoring policyowner’s portfolio (i.e. updated NAV, policy certificates, commercial documentation).

Digital subscription
FA Lounge streamlines both the subscription process and post-sales activities, significantly reducing the time required to complete these transactions. Each policyowner can efficiently access all relevant information to monitor the performance of their policies.

Document download
Possibility to download company documentation (e.g., latest valorization, annual statements, periodic regulatory reporting) directly from company webiste through API calls.

Document repository
Centralized document storage for easy access and management.