FP Partner Inc.
Report on Progress of Business Improvement Plan (Initiatives Related to NEXT – 第4回)
Reports strengthened compliance framework for insurance solicitation operations and customer-centric management. Transition from Ha-style to Ro-style in recommended sales approach, and enhanced due-diligence through new features in the customer management system. Ongoing improvement of internal controls including talent development.
Key Figures
- Review of recommended sales methods: change from Ha-style to Ro-style (scheduled for July 2026)
- New features added to Customer Management System (Ro-style support) start date: July 2026
- Expansion of the placement of compliance officers and promotion of qualification acquisition (timing not disclosed)
AI要約
Section Heading
This report communicates progress on the October 2025 discloseable progress plan, with a primary focus on strengthening compliance posture. In response to the revised Insurance Business Act to be effective in June 2026, we reviewed the recommended sales approach, shifting from Ha-style to Ro-style, enhancing transparency of the proposal process and traceability. The customer management system has been updated with Ro-style support features to improve intent capture and product selection accuracy. Additionally, we are strengthening internal controls by appointing a compliance officer and promoting qualification acquisition, continuing to develop internal controls through talent development. We will continue to aim for customer-centric service delivery and higher compliance standards.
Section 2 Heading
This report does not include concrete financial metrics; it explains internal process improvements and compliance enhancement measures. For investors, it provides understanding of the health of business operations and the strength of risk management. Improved transparency in customer-facing processes and robust traceability management will contribute to long-term reliability.
FP Partners Co., Ltd.
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