Insurance Tracker — Insurance Compliance Software for Car Dealers
Ensure every insurance presentation in your dealership is consistent, transparent and fully aligned with FCA expectations.
Insurance Tracker provides a structured, auditable, and customer-focused insurance sales process designed specifically for automotive retailers and multi-site dealer groups.
A Complete Insurance Compliance System
Dealership insurance sales are under greater regulatory scrutiny than ever. Insurance Tracker helps ensure your business can demonstrate that every customer has received clear, fair and appropriate information before making a decision — and that you hold the audit evidence to prove it.
​
Insurance Tracker supports:
-
Consistent, compliant insurance product presentation
-
Clear documentation of disclosures and customer understanding
-
Identification and recording of potential vulnerability indicators
-
Digital signatures and capture of customer acknowledgements
-
Centralised monitoring of performance and compliance standards
"If you think compliance is expensive,
try non-compliance."
Key Features
Structured, Guided Insurance Presentation
Sales teams follow a clear, step-by-step workflow that ensures fairness, transparency and evidence of customer understanding.
Configurable for All Add-On Products
Insurance Tracker is not limited to regulated insurance products. Any dealership add-on product can be added to the platform and presented through the same structured, auditable workflow. This ensures every product — regulated or not — is explained consistently, clearly and with full documentation of customer understanding and agreement.
Every disclosure, signature and decision point is recorded and stored securely, eliminating paper files and manual admin.
Built-In Audit Functionality
Compliance teams can review individual customer journeys, run sample audits, record findings and track outcomes — all remotely.
Management Reporting Dashboard
Monitor sales activity, compliance adherence and customer outcomes across all dealerships in real time.
Works Seamlessly with Existing Systems
Integrates with dealer management and showroom processes to support the way your team already operates.
Business Benefits
Benefit
Description
Consistent Sales Experience
Reduced Regulatory Risk
Stronger Customer Trust
Improved Oversight
Lower Admin Costs
Every customer receives the same clear, compliant presentation.
Strong audit evidence helps demonstrate alignment with FCA guidance.
Clear explanations lead to better understanding and fewer complaints.
Group compliance teams gain visibility across all sites.
Digital documentation removes paper forms and manual filing.
Insurance Tracker — Frequently Asked Questions
These FAQs explain how Insurance Tracker supports FCA insurance sales compliance and helps dealerships manage consistent, transparent and auditable insurance presentations.
What is insurance compliance software for car dealers?
Insurance compliance software for car dealers is designed to support a fair and clear insurance sales process while capturing the audit evidence needed to demonstrate FCA compliance.
How does Insurance Tracker help dealerships meet FCA expectations?
Insurance Tracker standardises presentations, records disclosures, captures signatures and logs customer decisions, creating a complete, timestamped audit trail for each sale.
Is Insurance Tracker suitable for dealer groups with multiple locations?
Yes. Insurance Tracker supports central oversight, compliance monitoring and performance analysis across multi-site dealership operations.
Can Insurance Tracker assist with remote audits?
Yes. Compliance teams can review customer journeys remotely, run sample audits and track findings without needing physical paperwork.