fp CORE & Insurance AMS offers an AI‑driven Book of Business Agency Management System for independent insurance agents. It centralizes client data, policy tracking, sales pipelines, renewals, and commission calculations, using automation to reduce manual work and improve efficiency. The platform’s user‑friendly interface helps agents manage their entire workflow from a single dashboard.
Funding
Funding not disclosed
Founders
Product
Problem
Independent insurance agents often manage client data, policy details, renewals, and commissions using multiple disconnected tools or manual spreadsheets, leading to inefficiencies, errors, and lost revenue opportunities.
Solution
fp CORE offers an AI‑driven Agency Management System that unifies client records, policy tracking, sales pipelines, renewal alerts, and commission calculations within a single web interface. The platform leverages automation to populate and update policy information, predict renewal needs, and reconcile commissions, reducing manual data entry. Integrated AI features suggest next‑best actions, prioritize leads, and flag inconsistencies, helping agents focus on relationship building and growth. A built‑in client portal and document repository enable secure sharing of policy documents and endorsements. The system is accessible via browser, supporting remote work and on‑the‑go access for agents and their staff.
Target Audience
Primary users are independent insurance agents and small agency teams that need an integrated, automated solution to manage their book of business efficiently.
Features
- Centralized dashboard combining client 360° profiles, policy lifecycle management, and sales pipeline visualization
- AI‑powered renewal forecasting and lead recommendation engine to prioritize outreach
- Automated commission calculation and reconciliation with carrier integration
- Secure client portal for document exchange, policy endorsements, and claim submissions
- Workflow automation for policy updates, endorsements, and task assignments
- Configurable reporting and analytics on sales performance, retention rates, and profitability
- Role‑based access control and audit logging for compliance and data security