FiBroker Sync

FiBroker Sync connects your FiBroker platform with your existing CRM systems for insurance and credit. Features: • Sync clients from multiple CRM sources into FiBroker • Import insurance policies with two-phase enrichment (discover + detail) • Import credit deals, loan applications, and disbursements • Sync commission reports and commission rate grids • Cross-CRM client deduplication by CNP • Always-fresh data — upserts all records on every sync • Real-time progress tracking with phase indicators (Discover → Save → Enrich) • Works with your browser session — no separate login required • Immune to tab navigation — syncs continue even if you refresh pages Built for Romanian financial consultants and insurance/credit brokers using the FiBroker platform.