The Call Centre edition of FSA Tracker™ is designed to be used by companies wishing to sell insurance products remotely via the telephone as a replacement to point of sale, whether you are a dealer or a dedicated call centre, this is for you!
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With record fines being handed out by the FSA to a number of companies for mis-selling, it is vital that all customer contacts are made in a compliant way. FSA Tracker™ Call Centre Edition is the ideal tool to use, with customised scripting, demands & needs, automatic recommendations and quotation, customer fulfilment and data transfer all in one simple powerful package.
All versions of FSA Tracker™ are extremely flexible, and the Call Centre Edition is no exception. System flexibility allows you to tailor it to your exact requirements, both in terms of products and pricing, through to scripts and FSA compliance requirements such as Demands and Needs questions and customer fulfilment documentation. |
Transferring data to and from the system is also easily set up, allowing a call centre for instance to use it for a number of clients, each bespoke to the client's requirements, giving you complete control of the entire sales and compliance process. Monitoring compliance couldn’t be easier through a simple yet sophisticated set of reports.
And as the system is web-based, no additional software is required - just an Internet-enabled PC.
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| The system can be used in a single business or a multi national environment, whatever you want FSA Tracker™ can provide.
Using innovative thinking combined with the latest web-based technology, FSA Tracker™ will not only ensure your sales are fully FSA compliant, but will also maximise your sales by ensuring that the advisors have a fixed scripted step by step approach. |
