FiBroker Sync

ExtensionWorkflow & Planning

Overview

Sync data between 24Broker, Lendi and FiBroker platform

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.

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Details

Version
1.0.0
Updated
March 18, 2026
Flag concern
Offered by
catalin.bozianu
Size
212KiB
Languages
română
Developer
Email
catalin.bozianu@gmail.com
Non-trader
This developer has not identified itself as a trader. For consumers in the European Union, please note that consumer rights do not apply to contracts between you and this developer.

Privacy

Manage extensions and learn how they're being used in your organization

FiBroker Sync has disclosed the following information regarding the collection and usage of your data. More detailed information can be found in the developer's privacy policy.

FiBroker Sync handles the following:

Personally identifiable information

Financial and payment information

Authentication information

Website content

This developer declares that your data is

Not being sold to third parties, outside of the approved use cases
Not being used or transferred for purposes that are unrelated to the item's core functionality
Not being used or transferred to determine creditworthiness or for lending purposes