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FSA Compliance Systems

The xCenta FSA module is a professional and sophisticated data capture tool which has been specifically developed for the retail motor industry for use in the Showroom.  It offers a customer focused approach to selling insurance products that is aligned to your sales process whilst helping you comply with FSA regulatory requirements.

Following a structured process, the FSA module reduces staff administration time and is proven to increase incremental sales revenue on insurance products. The sales person uses our interactive tool to complete a simple and quick on line questionnaire together with the client. As a result of responses given, recommendations are formulated on various insurance products for the customer to consider.

When the process is complete, the module issues personalised documentation for customer and dealer records and saves the data to a secure server for easy storage and retrieval for reference and audit purposes.  The feedback from our clients is that using the xCenta FSA module brings a personal touch to the sales process and naturally leads the customer to purchase recommended insurance products.

Contact xCenta Solutions to discuss how we can help

Related Information

Relevant Documents

FSA Handbook - Reader's Guide
(introduction to the FSA Handbook)

FSA Handbook
(Regularly updated on-line)

FSA Handbook - User Guide

 

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