For AR Principal Firms

The Principal View

You answer to the FCA for every AR you oversee. The Principal View puts their complaints, deadlines and vulnerable customers in 1 place, and keeps what you did about them on the record.

Ready to Demo. Opens to firms on 16 November 2026. These are real screens from our demo network, with made-up firms and customers.

Needs a Look: the ARs to Check First

The ARs that need you, worst first, with the reasons in plain words: final responses past 8 weeks, a sharp rise in complaints, actions overdue, an annual review due or an inbox gone quiet. Below, every AR side by side.

The principal overview for a demo network: Needs a Look lists Kestrel Brokers with 7 final responses overdue and complaints up sharply, then totals and 1 row per AR

Compare Your ARs

Every AR on the same measures, coloured against the same targets: complaints closed in time, upheld, open past 8 weeks, vulnerable customers reviewed and flags waiting. Click an AR to open its full Performance page.

Compare Your ARs for a demo network: Kestrel Brokers closed 77% of complaints in time against 100% for Riverside, with bars of complaints and vulnerable customers by AR

A Network Board Pack in 1 Click

A summary of the network for your board: complaints, deadlines, vulnerable customers, the ARs that need a look, annual reviews and agreed actions. Print it or save it as a PDF.

The Network Board Pack for a demo network: a summary, a table of each AR and the Needs a Look list

An Email Every Monday, Only When It Matters

If an AR needs a look, you get 1 short email on Monday morning: the AR, the reason and a link. AR names and counts only, never customer details, and at most once a week for each AR.

[Omniron] 1 AR needs a closer look this week

Weekly oversight alert for Northgate Insurance Network (demo).

1 appointed representative needs a closer look:

- Kestrel Brokers (demo): complaints up sharply: 42 in the last 3 months, 0 in the 3 months before; 7 complaints are past the 8-week final response deadline; 1 agreed action is past its due date.

Open your overview, and record what you did in Oversight Notes on that page, so your oversight is evidenced.

Omniron prepares the evidence; your firm makes the decisions.

Also in the Principal View

  • Annual reviews of each AR: 5 questions, the outcome, actions and sign-off, saved with the figures as they were that day.
  • Oversight notes and actions agreed with each AR, with who, when and the due date. Nothing can be changed afterwards.
  • The FCA complaints return with a table by AR, ready to download.
  • AR Agreements: an AR’s emails are only read after its director agrees, and you only see ARs that have agreed.
  • You can read every agreed AR’s records, but only the AR can change them.

See It With Your Network in Mind

A 20-minute look at the demo network, with your number of ARs and how you oversee them today. Priced by the number of ARs you oversee, and confirmed in writing after your demo.