Manage the complex and time-bound relationships between producers and the policies and accounts they service
Independent producers can have multiple relationships with a provider, and each relationship must be treated separately when it comes to managing their books of business. Producer-to-policy relationships are date-effective, which means most CRM systems can’t track them. And producer hierarchies change over time as well. This is a very complex set of relationships to manage, and the system where it is tracked must be designed from the ground up to get it right.
In addition to its administrative workspace for managing and querying producer-to-policy relationships, BobTrak provides producers with workflows, reporting, and analytics to help them manage their own books of business. You and they can be looking at the same data in real time.