New Business Tracking

Once a proposal or application has been submitted to a product provider it is helpful to be able to track where it has reached in the processing cycle.

A number of product providers now offer online tracking of proposals and this service is available not only to proposals that are submitted electronically, but also to those sent in manually.

These online tracking systems can assist you in giving real time, up-to-date information to your clients on current progress without spending time on the phone to the provider.

The service can also help to highlight issues that are preventing the completion of the application, such as an outstanding document or medical examination.