Insight - Enterprise Wide Sales Support Solution

Financial Services management face new challenges almost every day. Can you afford to wait for the monthly sales figures to see who has made their target? Do you understand why so many sales cases fail quality checks? Can you demonstrate adherence to your Training and Competence scheme and to TCF principles?

Imagine being able to respond to complex challenges with immediate, qualified and informed solutions. Imagine a staff tightly focussed and aligned to your business goals. Imagine directing strategy by working with up to the minute figures, with time to focus on people and drive improvement.

And imagine achieving all this while minimising your compliance risks and satisfying regulation.

Imagine working with Insight.

At Insight's heart beats core modules which collaborate as a complete system or provide customisable solutions for specific requirements.

Insight integrates with many common applications and Databases. Carefully researched products and finely tuned processes often need purpose built software. Redland Business Solutions deploys extensive financial services and technical experience to identify and create bespoke services.

Insight for Sales

Provides Sales managers with tools to help them achieve ambitious targets whilst reducing costs and minimising exposure to risk.

• League tables and at-a-glance productivity measurement
• Sales activity management tools
• Personal development plans
• Sales case submission support
• Pipeline tracking and salesperson risk ratings

Insight for Sales identifies employee development issues, sharpens focus on key performance and improves sales force motivation through superior communication.

Insight for New Business Quality

Insight for New Business Quality supports the sales case functions of quality checking, compliance review, audit and complaints.

• Quality checking
• Risk based monitoring
• Compliance monitoring and review
• Audit and complaints
• Submission support with electronic pro-formas

With the real-time Insight dashboard, instantly discover how sales deviate from defined quality policies, and use evidence based tuning to improve business processes. Insight for New Business Quality helps develop best practice by proving regulatory, compliance and TCF credentials.

Insight for Training and Competence

Paper files are rarely in the right place when needed, and sorting ad hoc documents to prove staff competence is never easy. With Insight for Training and Competence, your T&C policy is embedded in your business processes ensuring automatic and permanent control of compliance issues. Be certain your staff are competent and are appropriately trained to give financial advice.

• Bespoke business rules for your T&C Scheme
• Personal development plans
• Outstanding actions alerts
• T&C key performance indicators
• Qualify, create and schedule training courses and tests
• Book observations, one-to-ones and assessments

By defining activities based on staff competencies, at risk sales activities can be flagged before they become real problems, and training scheduled. Secure online access to T&C information means no more frantic file searching for that imminent one-to-one!

Insight for New Business Tracking

Insight New Business Tracking from Redland Business Solutions provides an off the shelf capability to, view, sort and analyse Policy Tracking information supplied by UK Life and Pensions Product Providers. Users are able to search and view tracking data received from Product Providers as it arrives, Insight will alert the user to any specific action required.

Insight is targeted at IFAs, networks and network members who have a business need to understand exactly where any newly proposed business is in the process, to accurately see their commission pipeline and to reconcile their commission diaries.

• Dashboard view showing current position of pipeline and urgent actions required.
• Search for any proposal record.
• Customised reports available for all levels of a firm or Network.
• Commission Pipeline Reports by Provider.
• Commission Reconciliation at diary level.
• Integrates with Insight Sales and Activity Management System provided by Redland Business Solutions.
• Automated links to contact emails.
• Access to data available to Back Office Systems based on a defined Web Service Interface.

Insight for Online Testing

Insight's Online Testing solution provides the content and functionality to enable firms to test competence through automated processes, robust testing procedures and built in audit. The system does the work in automating many of the processes that will streamline your testing procedures. We do the work in maintaining the question bank and reference library. Alternatively you can provide your own questions and reference material or even add in your own firm specific questions and training material free of charge. It is a unique and innovative system, which has been specifically developed to make the task of testing knowledge across required industry subject areas more robust and efficient.

The system is web based and includes the following features:

• Randomly generated test questions.
• Fully maintained in-built financial services question bank (see details below).
• Booking Management.
• Instant feedback and reporting.
• Option to auto reallocate tests.
• Fully maintained Reference Library (see details below).
• Option to upload your own material and questions without having to refer back to us.
• Option to build your own test templates using our question bank.
• Simple but comprehensive administrative functions.
• Option to integrate with overall T&C Solution.