First Advisors – Ops Suite

First Advisors

About this app

First Advisors – Ops Suite is a comprehensive ERP platform built for insurance brokers, POSPs, and administrative teams to streamline daily operations.

With this app, you can:
• Recruit and onboard POSPs quickly with compliant workflows
• Manage leads, policies, and orders across Motor, Health, and Commercial insurance
• Automate brokerage and commission calculations
• Access training modules, exams, and certification tracking
• Securely upload, store, and manage important documents
• View role-based dashboards for Admin, RM/RE, and Accounts teams

Key Features:
• Secure authentication powered by AWS Cognito
• Scalable serverless architecture for high performance
• IRDAI-compliant system for insurance operations
• End-to-end policy, order, and commission management
• Role-based access control for all users

First Advisors – Ops Suite helps improve efficiency, ensure compliance, and simplify insurance operations—making it ideal for professionals managing broker workflows.

Privacy & Security:
All data is encrypted in transit and at rest. For more details, please refer to our Privacy Policy.

Category:
Business (Primary)
Finance (Optional)

Contact Details:
Email: [e-mail]
Website: https://palisatiwebresources.com