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)

