Policy Management Made Easy
Our user-friendly Policy Manager system is online sales tool that drives increased Finance and Insurance product sales. Your sales person takes the customer through a series of ‘Demands and Needs’ questions, and the system then recommends suitable products for which they are eligible. This an online tool, administered by us, which can be branded with your own logo. It auto-registers any ingeni products and can be set up to register other products too.
Simple demands and needs questionnaire
Product recommendations suitable for their needs
Quick, easy, and inspires confidence
Online customer qualification and eligibility checking
Encourages an FCA compliant sales process
A proven increase in sales penetration and profit