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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
Inteface

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
Needs Questions

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