Distributor Support

The modern solution for service excellence

The complete solution for providers looking to significantly increase internal efficiency and provide excellent service levels to Distributors. Capability is provided for:

Agency and Commission
New Business Processing
Pension Transfers Tracking

• Service levels
• Operational efficiencies
• Management controls/MI

• Process and servicing costs
• Resource levels
• Telephone queries

Pension Administration

The modern solution for the modern pension

Pension Administration
The complete solution for any provider looking to gain the competitive edge by launching complex comprehensive new products, but are faced with the challenge of significant back office administration system costs, old technology, huge lead times and limited post A-day functionality.

Insight Sales Support System

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

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

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

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.

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
Our New Business Tracking solution for distributors 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 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.