01787 221909 
Ingeni Transaction Manager 

Policy Management Made Easy 

Our user-friendly Ingeni Transaction Manager system is an online sales tool that drives increased Finance and Insurance product sales. Highly commended in the IT Compliance category at the 2023 Motor Trader Awards  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 is 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. The paperless system automatically files all documents for easy retrieval. 

Simple demands and needs questionnaire 
Eligibility check 
Product recommendations suitable for their needs 
Quick, easy, and inspires confidence 

System Benefits 

Online customer qualification and eligibility checking 
Encourages an FCA compliant sales process 
A proven increase in sales penetration and profit 
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