FAAdvisorHub | fp CORE & Insurance AMS

The first AI-driven Book of Business Agency Management System designed for independent insurance agents. Streamline client management, policy tracking, sales pipelines, renewals, and commissions with powerful AI and automation and a user-friendly interface.

Data types

  • Account
  • Contact
  • Policy
  • Quote
  • Activity
  • Claim
  • Carrier
  • Commission
  • Document
  • AuditLog
  • Lead
  • WorkflowTemplate
  • WorkflowRun
  • Invoice
  • Payment
  • FinancialAuditLog
  • CarrierDownload
  • UprateThreshold
  • UprateAlert
  • ClientRequest
  • IntegrationConfig
  • IntegrationLog
  • AgencyProfile
  • Subscription
  • OnboardingState
  • LOBTaskDefinition
  • Endorsement
  • CachedSpeechAudio
  • AIInsight
  • MarketingCampaign
  • MarketingExpense
  • CampaignROI
  • MorningBriefing
  • ChatSession
  • ChatMessage
  • PlatformCredential
  • LandingPage
  • LandingPageView
  • ProducerStatement
  • SeedRegistry
  • SeedStateLog
  • AudioClip
  • PageTooltip
  • Renewal
  • UserProfile
  • ProducerLicense
  • CarrierAppointment
  • TrustAccount
  • TrustTransaction
  • ReplacementNotice
  • SuitabilityProfile
  • PolicyAnalysis
  • QuoteComparison
  • ClientAcknowledgment
  • FAHousehold
  • FAAccount
  • FARiskProfile
  • FAFeeSchedule
  • FAInvoice
  • FAComplianceItem
  • FAFormADV
  • ComplianceCase
  • DisclosureRecord
  • ComplianceFlag
  • ComplianceAuditLog
  • ComplianceReport
  • SuperAgentMemoryRecord
  • SuperAgentMemorySnapshot
  • SuperAgentBuildState
  • SuperAgentDecision
  • FAMorningBrief
  • FAInsight