Fiitsa industry

Finance & insurance with the right levers.

Pre-qualification, file follow-up, reminders, and routing to advisors.

Finance & insurance

Why Fiitsa fits here

Pre-qualify requests before handing off to an advisor

Reduce response times on standard cases

Track leads, files, and follow-ups more cleanly

Is your activity one of these? See concretely how Fiitsa applies to it.

Insurance broker

An insurance contract is won twice: at signing, and at every renewal.

Accounting firm

Your clients hand you their invoices in a plastic bag. In April.

Fiitsa for Finance & insurance

Is WhatsApp suitable for a financial service?

Yes, through Meta's official WhatsApp Business API: verified number, encrypted conversations and approved message templates.

How do I pre-qualify incoming requests?

WhatsApp forms and AI assistants collect key information before routing the file to the right advisor.

Can I track ongoing files?

Yes. The CRM tracks each file through stages, with automatic follow-ups and a complete exchange history.

Can I notify my clients automatically?

Yes: confirmations, due dates and alerts are sent automatically via approved WhatsApp templates.