Resources for Insurance Distribution Management and the Book of Business Process

BobTrak has synthesized years of hands-on distribution management system project work for insurance and financial services providers into insightful and comprehensive white papers and guides.

Please click on the title to view an electronic copy of any that you would like.


White Paper:

Book of Business in the Enterprise:

A business function that has been eagerly awaiting a systematic Solution

Book of Business in the Enterprise is a deep dive into the challenges and complexities that come from managing, maintaining, and evaluating the relationships between producers and policies in insurance and financial services distribution channel management.


White Paper: 

Book of Business Management for Insurance Distribution:

Where Traditional CRM Systems Fall Short

Book of Business Management for Insurance Distribution discusses the unique problems associated with maintaining and operationalizing Book of Business data – problems not typically addressed by traditional off-the-shelf CRM applications.


White Paper:

Artificial Intelligence for Insurance Distribution Management:

The Promises and Pitfalls

Artificial Intelligence for Insurance Distribution Management provides a vision for transforming a back-office business process – tracking and evaluating producers’ books of business – into a business driver that can significantly enhance carriers’ top and bottom lines by using Artificial Intelligence to determine what “good” and “bad” look like for agents, customers and products, to aid underwriting, to identify fraud, and to find existing underinsured customers.


Checklist:

BobTrak’s High-Level Checklist for your Book of Business Management System Implementation

BobTrak’s High-Level Checklist for your Book of Business Management System Implementation is a deceptively simple-looking examination of the questions you should ask yourself before specifying and beginning a project to implement an off-the-shelf or custom solution for a distribution channel management system.  It seems very informal, but it can save you a lot of time, money, mis-set expectations, and frustration when it’s time to start the project.


BobTrak BlogSpot:

Blog:  Book of Business Management and Agent Loyalty

Introducing the BobTrak Blogspot, where we will be posting articles of interest to the insurance distribution management community.