FTBoss Financial Services Case Tracking System is a comprehensive and web-enabled database package ideally suited to organisations with just a few advisers to those with hundreds.
As well as monitoring every part of the sale process, FTBoss maintains performance statistics for Products, Suppliers, Consultants, Sales Offices and Referrals, calculates consultant commission and links to spreadsheets for further analysis. All events can be entered into an online diary and correspondence is automatically generated via letter and email.
FTBoss is fully web enabled allowing to consultants to see current case progress in real time. Any ODBC-compliant database may be used with FTBoss.
Overview
FTBoss is part of Clarks Computer System range of corporate estate agency software. Its primary function is to record, track and report upon products sold by advisors working within an estate agency environment but is also ideally suited to any financial services operation.
Its key features are:
- Comprehensive recording of client information
- Detailed life, mortgage and general policy information
- Consultant/Area Manager Performance Reporting
- Branch/Division Performance Reporting
- Negotiator/Introducer Performance Reporting
- Product & Company Performance Reporting
- Commission Calculation
- Automatic Diary Entry Generation
- Letter/Email Generation
- Statement Reconciliation
- Debtor Reporting
- Full Integration with Microsoft Office Products
- Web Enabled
- Integrates with popular postcode software
Sample Screenshots:The following screenshots constitute the majority of the FTBoss input screens and are good indication as to the comprehensive nature of the application…
Client Screen
Records all details relating to the client(s). The tabs along the lower half of the screen ensure rapid access to all aspects of client information. Advanced searches, email, reports and letters are only a click away.
Policy Screen
Tracks the history of the life/general insurance policy from sign-up through on-risk/not proceeding to payment. Commission can be automatically calculated from rates entered in the product/client screens.
Policy Screen
Tracks the history of the mortgage from sign-up through acceptance and on-risk/not proceeding to payment. Procurement fee can be automatically calculated from rates entered in the product/client screens.
For full details on FTBoss, please download the PDF here. or view the FTBoss Summary Examples here.
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FTBoss Prices:
Key Colours |
|
Purchase outright |
|
Monthly charge |
FINANCIAL SERVICES TRACKING SOFTWARE prices
| FTBoss |
Financial Service Management Information Database Software |
|
Code |
Description |
Qty |
Unit Price |
Total Price |
FTB1 |
FTBoss - Financial Services Tracking Management Information Database 1st user
SiteBoss – FTP
UDBoss – Update system |
1 |
2,495.00 |
2,495.00 |
FTB2 |
FTBoss - Additional users: £175 each |
? |
175.00 |
|
FTW1 |
FTBoss – Web interface: Optional feature, enables brokers to access up-to-date information relating to their case load |
1 |
750.00 |
|
FTT |
Training – 4 hours based at Clarks offices
(on-site available by request, travel charges may apply) |
1 |
195.00 |
195.00 |
FTI |
Installation - based on PC’s, printers etc. being pre configured and in good working order (travel costs may be charged depending on location) |
1 |
750.00 |
750.00 |
Total excluding VAT |
£ 3,440.00 |
Boss/Web |
Monthly telephone support for Boss software and Website |
|
Code |
Description |
Qty |
Unit |
Monthly Charge |
FTM1 |
FTBoss software first user (per branch support) |
1 |
149.00 |
149.00 |
FTM2 |
FTBoss - Additional users: £15 each |
? |
15.00 |
|
FTW1 |
FTBoss – Web interface: Optional feature, enables brokers to access up-to-date information relating to their case load |
1 |
149.00 |
|
Total per month excluding VAT |
£ 149.00 |
|
