We can support your company
The processes we support
License exams: stationary and online
We will conduct online or stationary license exams all over Poland.
We can realize:
the exam itself,
examination with verification of the documentation of the OFWCA and the agent,
prepare examination tests and preparation for the exam.
We can realize:
the exam itself, examination with verification of the documentation of the OFWCA and the agent, prepare examination tests and preparation for the exam.
License exams: stationary and online
We will conduct online or stationary license exams all over Poland.
We can realize:
the exam itself,
examination with verification of the documentation of the OFWCA and the agent,
prepare examination tests and preparation for the exam.
We can realize:
the exam itself, examination with verification of the documentation of the OFWCA and the agent, prepare examination tests and preparation for the exam.
Processes regulated by the PFSA
Registration of the examination platform. Submitting exams to the KNF.Comprehensive handling of applications to the register of insurance intermediaries in the Polish Financial Supervision Authority: registration, changes, deletion. Stamp duty. Processes regulated by the PFSA
Registration of the examination platform. Submitting exams to the KNF.Comprehensive handling of applications to the register of insurance intermediaries in the Polish Financial Supervision Authority: registration, changes, deletion. Stamp duty. Vocational and development training
We offer comprehensive training programs that help your team achieve the best results while meeting the requirements of the Insurance Distribution Act.
You can use our proprietary solutions or adapt training to the specific requirements of your organization.
You can use our proprietary solutions or adapt training to the specific requirements of your organization.
Vocational and development training
We offer comprehensive training programs that help your team achieve the best results while meeting the requirements of the Insurance Distribution Act.
You can use our proprietary solutions or adapt training to the specific requirements of your organization.
You can use our proprietary solutions or adapt training to the specific requirements of your organization.
Administrative service of the sales network
We take over office work, administrative orders, we perform replacement work, partial or total outsouring of administrative and management processes.
Administrative service of the sales network
We take over office work, administrative orders, we perform replacement work, partial or total outsouring of administrative and management processes.
Implementation support
on Poland
We will comprehensively carry out the process of onboarding the sales network for an entity entering the Polish market from the first contact with agencies to the registration of the sales network in the PFSA. Regardless of the model of activity through a branch in Poland, in the formula of cross-border activity or operating from the level of another country. We will prepare appropriate documents, examine, train, send reports to supervisory authorities, we will handle the process in part or in full.
Implementation support
on Poland
We will comprehensively carry out the process of onboarding the sales network for an entity entering the Polish market from the first contact with agencies to the registration of the sales network in the PFSA. Regardless of the model of activity through a branch in Poland, in the formula of cross-border activity or operating from the level of another country. We will prepare appropriate documents, examine, train, send reports to supervisory authorities, we will handle the process in part or in full.
Process automation
Optimization, automation and digitization of internal processes to increase the efficiency of your organization. We design solutions that simplify everyday work and limit time-consuming tasks. As a result, our customers achieve more with less expenditure and gain space for development.
Process automation
Optimization, automation and digitization of internal processes to increase the efficiency of your organization. We design solutions that simplify everyday work and limit time-consuming tasks. As a result, our customers achieve more with less expenditure and gain space for development.