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

  • 30-minute video meeting with one of our team

  • Discuss your current processes & requirements

  • Carry out a tailored ComplianceTrak system walkthrough

Contact Us

Phone:

Email:

Support:

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ComplianceTrak Ltd is authorised and regulated by the Financial Conduct Authority FRN: 914597. You can check this information on the Financial Services Register at https://register.fca.org.uk/

Dealer compliance software 

Automotive compliance

FCA compliance software

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