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.