The AI Engine for Distribution Channel Management

What is BobTrak?

Understanding relationships with customers over time plays a key role in decision making.

Your book of business is a gold mine of rich data that can help you find your best customers, understand your business and much more.

The problem here is that most of this rich data is locked away in legacy systems with no transparency. And the data can’t be queried for the rich insights it can provide.

What’s worse is that the data is spread across the complicated hierarchical levels across the insurance distribution channel. From customers to agents in different agencies, serving different policies.

A typical CRM tool would simply be unable to handle it.

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.

BobTrak is Insight Analytics Decision-making

Problem: Hierarchical Data

Analytics

Data analytics can be the key to unlocking higher revenue, greater share of wallet, reduced fraud, improved compliance and enhanced customer and producer experiences.

Problem: Complicated Data

Problem: Complicated Data

Insight

BobTrak not only helps you manage your book of business, but also goes one step further. The built-in powerful AI engine shows you the full picture of your business. Who are your hottest prospects or which product is doing the best (or the worst) and much more.

Solution: BobTrak

Decision-making

With BobTrak, you take control of your business. With all the data and important information compiled for you, you can make the best decisions as quickly as possible. With increased efficiency, save time and focus on what you do best - doing business. Let BobTrak handle the rest!