Compliance software for insurance brokers
Run your brokerage's FAIS compliance without a spreadsheet in sight. FSP Complai keeps your complaints register, binder and outsourcing registers, rep competence and CPD current, and reminds the right person before every deadline.
Compliance tools for Insurance brokers
- Policyholder Protection Rules and GCoC obligations as tasks with owners
- Complaints register with the six-week resolution clock
- Binder and outsourcing registers
- Rep competence, CPD and supervision
Key modules
Complaints, People and fit and proper, CPD tracker, Competency register, Registers, Gifts and conflicts, Statutory calendar