FIDX
Curated by SignalInsurance agency management suite simplifying annuity recommendations for professionals.
Overview
FIDX is an insurance agency management suite aimed at improving the operations of insurance agencies, with a specific emphasis on the annuity market. The platform includes features such as customer relationship management (CRM) systems, policy management, billing, and claims processing, which are intended to create a more efficient workflow from the initial client interaction to policy renewal. FIDX is designed for financial professionals and offers tools that may enhance operational efficiency and support personalized service strategies through the use of advanced analytics and automation. The platform seeks to simplify the process of recommending and writing annuities, assisting financial professionals in providing clients with guaranteed income and protection solutions, while also addressing secure data management and compliance with regulatory requirements.
Key facts
- Founded
- 2017
- Headquarters
- Berwyn, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Insurance Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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Open roles
5 rolesAssociate, Junior Automation Developer [ON-SITE: BERWYN, PA]
Berwyn, PA · On-site · Volunteer
Institutional Sales Associate [ON-SITE_BERWYN, PA]
Berwyn, PA · On-site · Volunteer
Order Entry Platform Manager [ONSITE-BERWYN, PA]
Berwyn, PA · On-site · Volunteer
