Insurance Based Investment Products (IBIPs)

Following the introduction of the Insurance Distribution Directive (IDD) regulations, FIDA has created an ecosystem of data and applications specifically for the insurance world.

  • The IBIPs product database, with a powerful search engine. For each product it will be possible to obtain all key features such as investments options, ancillary benefits, insurance content, costs and information related to the underlying financial instruments and the documentation required by PRIIPs regulations.
  • FIDA's proprietary IBIPs Rating, unique in Europe, provides synthetic metrics and analytical indicators for both global and aspect-specific product assessments, evaluating insurance products according to Value for Money logic.
  • Advanced market analysis and positioning tools: Insurance Advisory Desk, a specific analysis tool capable of illustrate market and segment structure and positioning individual products.
  • The F4I (Insurance Based Financial Advisory) application for insurance distribution, with ‘pre-sales’ functionalities with customer profiling, product selection, suitability assessment and pre-contract proposal and ‘post-sales’ functionalities with policy portfolio analysis and reporting, target market/suitability monitoring and operational management with robotization elements.
Insurance Based Investment Products (IBIPs)

Following the introduction of the Insurance Distribution Directive (IDD) regulations, FIDA has created an ecosystem of data and applications specifically for the insurance world.

  • The IBIPs product database, with a powerful search engine. For each product it will be possible to obtain all key features such as investments options, ancillary benefits, insurance content, costs and information related to the underlying financial instruments and the documentation required by PRIIPs regulations.
  • FIDA's proprietary IBIPs Rating, unique in Europe, provides synthetic metrics and analytical indicators for both global and aspect-specific product assessments, evaluating insurance products according to Value for Money logic.
  • Advanced market analysis and positioning tools: Insurance Advisory Desk, a specific analysis tool capable of illustrate market and segment structure and positioning individual products.
  • The F4I (Insurance Based Financial Advisory) application for insurance distribution, with ‘pre-sales’ functionalities with customer profiling, product selection, suitability assessment and pre-contract proposal and ‘post-sales’ functionalities with policy portfolio analysis and reporting, target market/suitability monitoring and operational management with robotization elements.
Insurance Based Investment Products (IBIPs)

Following the introduction of the Insurance Distribution Directive (IDD) regulations, FIDA has created an ecosystem of data and applications specifically for the insurance world.

  • The IBIPs product database, with a powerful search engine. For each product it will be possible to obtain all key features such as investments options, ancillary benefits, insurance content, costs and information related to the underlying financial instruments and the documentation required by PRIIPs regulations.
  • FIDA's proprietary IBIPs Rating, unique in Europe, provides synthetic metrics and analytical indicators for both global and aspect-specific product assessments, evaluating insurance products according to Value for Money logic.
  • Advanced market analysis and positioning tools: Insurance Advisory Desk, a specific analysis tool capable of illustrate market and segment structure and positioning individual products.
  • The F4I (Insurance Based Financial Advisory) application for insurance distribution, with ‘pre-sales’ functionalities with customer profiling, product selection, suitability assessment and pre-contract proposal and ‘post-sales’ functionalities with policy portfolio analysis and reporting, target market/suitability monitoring and operational management with robotization elements.

 

 

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