

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 makes general insurance compliance easy and straightforward.
Insurance Tracker provides a simple to use robust FCA compliance system to ensure dealers meet the regulatory requirements with all general insurance advice and sales.
Insurance Tracker delivers a clear, demonstrable and consistent sales process to all general insurance activity, ensuring every customer is qualified for product suitability and eligibility, given clear information and advice to be able to make an informed decision.
Protect your business against any potential future claims of the mis-selling of Insurance products with ComplianceTrak insurance tracker.
"If you think compliance is expensive,
try non-compliance."


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

Digital documents
Removes the need
to print documents, reducing cost of paper, printing and storage

Improves process
Improves compliance process ensuring demonstratable and consistent approach

Remote access
Can be accessed from anywhere allowing for centralised auditing and administration

better
reporting
Delivering full visibility through an array of real-time reports

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
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30-minute video meeting with one of our team
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Discuss your current processes & requirements
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Carry out a tailored ComplianceTrak system walkthrough