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New Business Tracking

New Business Tracking can be used to ensure that applications are being processed in line with your expectations – and allows you to easily monitor progress.

By tracking new business electronically you can:

  • Keep your clients informed of the progress of a proposal. 
  • Take immediate action to mitigate any circumstances which could result in your client or your business experiencing process delays or inconvenience.

As a result New Business Tracking can be seen as a useful monitoring tool to ensure that any compliance breaches or customer complaints are eliminated.

View the New Business Tracking Matrix (by Provider & Portal/Back-Office System)

   

View the New Business Tracking Matrix (by Portal/Back-Office System & Product type)