Financiers and Insurers

Our enterprise edition helps you gain an edge in today’s ultra-competitive environment.

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Finance Accelerator for Financiers and Insurers provides a complete solution to manage your introducer network.

Every introducer has their own secure access. The hierarchical format of Finance Accelerator means users at each level see only the activity relevant to them. Those with the highest levels of access see a complete overview with the ability to drilldown to regions, States, locations and individual users.

At a national level this provides a live snapshot of volume, rate, margin and so on and an accurate prediction of results for the current month.

Eliminate Paperwork Hassle

Multiple Search Fields

Create custom reports by selecting a combination of specific search fields. This makes delivering the correct information easy and accurate always.

Insurance Only Report

Search on all your insurance products and generate printable reports. Identify missed opportunities as you monitor insurance sales.

Income Adjustment

Make income adjustments directly within the system to reflect current month. Download and matched against the actual commission and income.

Finance Commission Report

Generate downloadable report by supplier, and match paid commission against commission statement.

Bonus Payment Allocation

Allocate your Volume Bonus and AWR bonus evenly or by amount financed or weighted automatically. This means no waiting for your statement. You can also project figures for planning.

Insurance Commission Report

Search and generate report by supplier and product so that it is easy to compare against commission statement and commission paid up.

Calculates Commissions

This will save you time and ensure accuracy at all times. You will never have to do time-consuming manual calculations again.

Calculates Special Rates

No more trying to separate a special campaign from the normal day-to-day rates. You can easily exclude rate automatically to ensure fair and always correct.

Sell More F&I

Multi-dimensional Menu

Increase your F&I sales with our multi-dimensional menu; customize it to suit your business and user requirements.

Active Deals Update

Finance Accelerator feeds a deal through into sold status within 35 seconds. No more excuses for not contacting the customer.

Multiple Menu Option

Customize your menu with up to 14 products for each option. Give customers a sense of transparency as you present multiple options for them to choose.

Active Deals Details

Business Managers can pull up the details of the active deal (trade-in, payout, etc.) before the customer arrives, making it easier for the Business Manager to build rapport with the customer.

Menu Sales Aid

Set up the menu with information to help improve the buying experience. Illustrate the benefits of the products to make buying easy.

Digital Signature

Get customers to acknowledge and sign off proposals through SMS or email. Track the process and information sent to your customers, and save signatures on documents directly.

Reduce Double Entry

DMS Integration

Push all sales information from your DMS into Finance Accelerator so that your Business Manager will never miss another opportunity because the sales person did not make the introduction.

Document Prefill

Enter information into the system once and it will populate relevant fields automatically so there is no need to re-enter.

Track Success and Performance

Report for Total Income

With Live Total Income reporting, there will be no surprises. Easily forecast income against budgets to ensure that the business is on track.

Active Deals

When the vehicle sales arrives waiting to be collected by the Business Manager, the Business Manager will acknowledge the sale and be accountable for the results.

Report for Penetration

Compare penetrations outcomes for products against retail sales. This is excellent for identifying where training needs and product knowledge is required.

Daily Report

Receive daily reports via email to get an overview of how the department is performing. Track performance daily to get a clear overview.

Aggregated Report

Create an overview of the group’s performance or the full breakdown of each department. Display the result as a whole and get a live snapshot instantly.

Location Report

Drill down and compare the results of each location. Monitor progress of each location over time.

Annual F&I Summary

Track finance and insurance sales (LIVE) over the year in a single report. This also gives monthly breakdowns that you can make comparisons with.

Business Manager Report

Drill down to see the performance of each business manager. Easily generate these reports for sales meetings or performance reviews.

Finance Only Report

Generate reports based only on the results for finance-related products only, and drill down to extract details relevant to your finance reporting.

Vehicle Sales Person Report

Monitor referrals and penetration received from sales staff. With this report, you can identify procedures or training gaps to address.

Leader Board

Set targets for Business Managers and create friendly competition with a LIVE leader board. Score card can be opened and will update every minute to show current leading Business Manager.

Business Manager Award Program

Set targets and in-house rewards programs to motivate your Business Managers and create friendly competition within and between departments.

Vehicle Sales Award

Set targets and rewards programs for sales staff, and create incentives for the vehicle sales team to send through referrals. Improve cooperation between the departments.

Finance Supplier Report

Create an overview of your suppliers for comparison, and see the information and business you have given to each supplier.

Income Dashboard

Generate reports based on income by source for analysis and planning. This is also great for presentations and meetings.

Insurance Supplier Report

Create an overview of your suppliers for comparison, and see the information and business you have given to each supplier.

Finance Dashboard

Search for the outcomes of the reports and present these in graphs for quick analysis.

Dashboard

Show the monthly breakdown in graphs and track trends over time. The dashboard also allows you to search for the outcomes of the reports and present them in graphs for analysis.

Insurance Dashboard

Make queries for specific outcome to build a summary of insurance sales by products. Customize reports and graphs for presentation and analysis.

Location Analytics

Compare locations based on specific KPI’s. Generate graphs and reports for presentation and analysis.

Track All Quotes

Easily monitor all deals and results by making quote visible to selective users. Assign deals to other Business Managers and improve transparency.

Business Manager Analytics

Compare performance between Business Managers. Generate results in graphs and reports for analysis and planning in seconds.

Customer Survey

Survey customers for feedback about their experience with your business. Deploy the surveys via email and receive the results instantly when customers respond so that you can act on them immediately.

Improve Compliance

Lockable Sales

Once commission is paid, you can lock the sale so that it cannot be adjusted. This gives you complete control over each transaction and prevents sales manipulation.

Document Upload

Eliminate the need to file printed documents by saving them directly to the system from each user’s workstation. These documents are organized for secure and easy access.

Unique Document Dropbox

Easily upload and organize documents by scanning them into the system directly. Documents are securely archived against the individual customer and easily accessible if need to.

Secure Login

All users will have individual secure login so that transactions are tracked through login IP addresses.

Full Hierarchy

Customize your users access based on the structure of your organization so that each user can only access information relevant to their role.

Dedicated Server

Improve your system performance by storing your data and documents on your own dedicated server backed by Amazon.

High Security Access

To meet regulatory compliance, all users are on our highly secure network, and the database is backed up daily.

Full NCCP Compliant

Your customers will have full disclosure of products and information managed according to their role in your hierarchy.

For more information, call 1300 789 340 today.

Book a FREE Demo

For more information, call 1300 789 340 today.

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