Producer –
Portfolio
Management

It’s a business driver that is too often treated like an afterthought


Producer – Portfolio Management – or simply, book of business – creates a goldmine of valuable data that carriers can leverage to drive revenue, persistency, productivity, and agent engagement.

But most insurance and financial services providers can’t access and use this data because the legacy systems that manage it are black boxes with no transparency into the data they manage.  And the data can’t be queried for the rich insights it can provide.

BobTrak is architected and built from the ground up to provide exceptional visibility into the data and analytics you need to drive better selling and servicing of your products.

And BobTrak manages the most complex data management task in your distribution management ecosystem – the relationships between producers and the policies they service, and the values of those relationships over time.