Skip to content

Customer Case Study: Friends First – Enhanced Customer Service and Operational Efficiency

Friends First and FINEOS have a longstanding relationship dating back to 1998 when the FINEOS CRM & Workflow system was introduced. Enhanced and ...

You must be logged in to access the remainder of this resource. Please log in or sign up.

Friends First and FINEOS have a longstanding relationship dating back to 1998 when the FINEOS CRM & Workflow system was introduced. Enhanced and renamed to FINEOS Front Office, this FINEOS product solution has been an integral part of the Friends First operations for over a decade, integrating with Friends First’s back-end policy and scheme administration systems.
FINEOS Front Office delivers a single view of customer across all channels and supports New Business, Broker and Customer Service Processing. Friends First’s web portal (BrokerFirst), integrates with the FINEOS Front Office system, allowing brokers to securely interact with service teams working on the FINEOS System.