FSAssist is a Microsoft® Excel application which allows insurance companies to produce their Annual FSA Return in a familiar spreadsheet environment. The program is designed to give you the full functionality of Excel to manage your data while you complete the necessary FSA forms.

As it operates in a familiar spreadsheet environment the software is extremely easy to use and allows users to produce their returns much more quickly and easily than in the past. 

The software is set up by entering details of your company and the business that it transacts. In most cases we can do this for you using your previous return data and you will only need to carry out a quick update for any changes in the past year. A customised workbook containing all of the forms needed to complete your return will then be produced for you. 

The workbook created can then be used to:

• Import previous year’s data. 
  
  
• Link to any other relevant data sources you may have (they just have to be in an Excel compatible format). 
  
  
• Data entered into the workbook can then be checked using FSAssist’s extensive validation testing. 
  
  
• All of your supporting documents and supplementary notes can be checked and processed by the software as well. 

• Speed – the data is all held in a transparent Excel environment – which is very familiar to most users and allows for ease of importing, consolidating and calculating data. 
  
  
• Ease of use – because everything works in a familiar Excel environment which most people are already well used to –little or no additional training is needed to operate the program.
  
  
• Nothing to maintain – as an Excel application there is no special software for your IT department to support, maintain or update. 
  
  
• FSAssist runs on all current versions of Excel (from ’97 through to the latest 2007 version)
  
  
• Comprehensive support is available through on line help, written user instructions and a help line available by phone and e-mail

FSAssist was developed in close consultation with the insurance practitioners who were actually completing these returns –it has always been developed from an end user’s point of view and we continue to encourage users to suggest ways in which we can improve it.

Our users told us:

• to maintain as much of the familiar Excel functionality as we could within the system. – There is no restriction on standard Excel functionality.

• to ensure the system was sufficiently open and flexible that it could be easily adapted to any company. - The wide range of our clients stands as testament to the flexibility and scalability of the solution.

• to ensure that prompt and effective support was available to them when they needed it (especially during the frantic year-end period).  - We have always invested heavily in this area – and this is reflected in the high scores for customer satisfaction that we achieve every year in our user survey.

Perhaps this explains why 100% of responders to our survey stated that they would recommend FSAssist for the purposes of producing their annual return.

This might also explain why so many insurance companies of all shapes and sizes have switched to using FSAssist – making it the most popular piece of software for producing Insurance Annual Returns.

If you have not previously considered using FSAssist – maybe it is time that you did…