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COMPLIANCETRAK INSURANCE TRACKER

GENERAL INSURANCE FCA COMPLIANCE SOFTWARE

ENSURING DEALERS MEET THEIR REGULATORY REQUIREMENTS WITH MOTOR INSURANCE SALES

INSURANCE TRACKER

GENERAL INSURANCE COMPLIANCE

ComplianceTrak’s Insurance Tracker simplifies and streamlines your general insurance compliance process, making it easier than ever to meet FCA regulatory requirements. Designed with dealers in mind, Insurance Tracker ensures that all general insurance advice and sales align with industry standards.

 

Insurance Tracker offers a robust, user-friendly compliance system that guarantees a consistent, transparent sales process for all general insurance activities. Every customer is carefully assessed for product suitability and eligibility, provided with clear information, and empowered to make informed decisions.

Safeguard your business against potential future claims of mis-selling insurance products with the reliable protection of ComplianceTrak’s Insurance Tracker.

"If you think compliance is expensive,
try non-compliance."
Speach Marks
Speach Marks

Simple, intuituve system

Configurable Demands & Needs

Automated recommendations

Product explanation videos

Key Features

Paperless system

Digital document storage

Electronic signature capture

Full audit functionality

Integrates with showroom systems

Full reporting functionality

Use on any device

Combines with Finance Tracker

Benefits

Multi-Platform

Multi-platform

Can be used on all platforms - PC, Tablet & Mobile

fca compliance

Digital documents

Removes the need

to print documents, reducing cost of paper, printing and storage

FCA compliance training courses

Improves process

Improves compliance process ensuring demonstratable and consistent approach

Remote Access

Remote access

Can be accessed from anywhere allowing for centralised auditing and administration

FCA compliance training courses

better
reporting

Delivering full visibility through an array of real-time reports

Customer Experience

Customer experience

The fluid process delivers a better customer experience 

Request a demonstration today and see how our solutions can benefit your business

Get a demonstration of ComplianceTrak over the internet at a time that suits

What to expect

  • 30-minute video meeting with one of our team

  • Discuss your current processes & requirements

  • Carry out a tailored ComplianceTrak system walkthrough

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