Producer – Portfolio Management

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


Producer – Portfolio Management – or more 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 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.  By linking producers and policies in a highly normalized system, BobTrak shines a spotlight onto the best data in the insurance enterprise, giving you visibility into your distribution channels that can enhance both top and bottom lines.

Quickly and easily identify your best business – your best agents, most persistent customers, your most profitable products.  Use that insight to drive better sales and servicing.  Householding is enhanced, and with it, the ability to identify underinsured customers you already have.

BobTrak can also identify your problem business, too – fraud and churn.  And BobTrak is a critical tool for maintaining compliance.

For operations, for analytics, for an enhanced customer and producer experience – BobTrak is the “always on” application for insurance distribution channel management.