FSA Tracker™
Finance &
Insurance Edition
A web-based solution designed specifically for use by insurance, warranty and finance companies, that can be used for online: FSA compliance, insurance quotations, insurance delivery & finance proposals.
Features | Description |
Web-based | Can be accessed from anywhere |
System Flexibility | Can be used in a single or multi site business |
Mode Flexibility | Six different modules to choose from. The user interface can be bespoke to any design |
Fully Hierarchal User | Consolidate reports across multiple sites, by region, zone or nationally |
FSA Module | Works through the FSA regulations with a customer in a simple, step by step process |
Complete FSA Compliance | Lays down a formal procedure for status disclosure, demands and needs and product recommendations |
Editable Demands and | Tailored exactly to your business and product range |
Full F&I Functionality | Modules include: finance proposal, product quotation and insurance delivery mechanism |
e-learning Module | On-demand web-based training courses available via e-learning module |
FSA Compliance and Insurance Paperwork | Prints out all the necessary FSA documentation, policies/certificates all tailored to your exact needs |
Monitor Performance | Sales information consolidated or drill down to branch or salesperson |
Full Compliance Reporting Suite | Compliance statistics available at all levels |
Use as a Prospecting Tool | Customers information retrieved at the touch of a button |














