Solution introduction
Firstance's core platform
FA Will is Firstance’s core platform, designed to streamline the exchange of data and documents while ensuring legal compliance and the protection of sensitive information
Acting as an intermediary between insurance companies and banks, FA WILL facilitates the management, organization, and orderly transmission of data to banks.
The application encompasses various functionalities:
Workflow management
Oversees the workflow of each individual operation.
Commission and commercial control
Manages and monitors commission and commercial activities.
CRM
Provides customer relationship management tools.
Reporting
Generates detailed reports.
IT flows management
Features a dashboard for managing data import, normalization, and export to distributors.
Commercial dashboard
Offers a dashboard for commercial activities with companies and distributors. FA WILL is utilized by employees to ensure seamless operations and effective data handling.
