FSA Advantage
Simple question and answer technique allows the sales person to identify the correct insurance products to offer the customer.
- Gives a clear audit trail in line with the FSA guidelines.
- Provides accurate audit trail reporting.
- Supplies initial disclosure documentation.
- Provides complete product information scripting.
- Supplies a statement of demands and needs.
- Leads to increased product penetration.
The FSA system has been designed to assist the sales executive/ business manager with the sale of insurance products and with the ability to run bespoke presentations to ensure that the customer is fully aware and understands the products being offered.
CA's in house Lost Sales Service agents provided us with valuable insight.
Jim Mackenzie - Dickson's of Inverness