The DBL Center’s Net Revenue Tracker Pro takes the guesswork out of RFPs and the busy work off your desk
Insurance brokers today, like so many other professionals, are drowning in data. Between policy renewals, servicing your existing clients, and chasing leads, it’s easy to get bogged down in the minutiae of running an insurance agency.
It’s important to remember your end goal: Boosting your bottom line for bigger commissions, whether that’s derived from new business or upsells to existing customers by pinpointing and addressing risk gaps.
At The DBL Center, we understand the challenges you face. We’ve seen the industry evolve over our 48-year history. Personally, after decades in this business, I’ve never seen brokers struggle as much as they do today.
They spend too much time bogged down in technology, spreadsheets, and RFPs, chasing quotas. They experience analysis paralysis and lose sight of what matters: building relationships and closing deals.
At The DBL Center we’re not here to convince you to sell statutory and ancillary employee benefits like DBL, PFML or voluntary worksite benefits – we’re here to help you do it.
How The DBL Center- Your Insurance Wholesaler Can Help You
Over the past decade, The DBL Center team has led the pack in guiding brokers through the confusing land of statutory benefits. We’ve also created multiple tools designed to streamline your workflow and give you more time to focus on your biggest moneymakers, including your commercial and medical coverage lines.
But analysis paralysis might keep you from taking that first step. You might not understand how The DBL Center can take work off your plate and help you increase commissions.
The Broker Dashboard: A History of Data at Brokers’ Fingertips
The DBL Center led the way when we introduced our Broker Dashboard Net Revenue tracker, cloud-based solution and mobile app for brokers. The Dashboard delivers proprietary reports that allow brokers to quickly analyze:
- New business
- Commissions history
- Cancellations
- Reinstatements
- Delinquency reports
Brokers receive cancellation reports bi-monthly, reminding them which policyholders are in non-pay status. The DBL Center can assist brokers in getting the insured paid-to-date so the broker and general agent receive their commission faster.
This particularly helped New York brokers when New York State Paid Family Leave became a rider to statutory DBL in New York. A higher-than-normal influx of cancellations for non-pay flooded systems due to billing issues at the carrier level. We were able to help our brokers rectify the issues faster to collect commissions.
Fortunately, PFML roll-outs in other states have gone more smoothly, and our experience with PFL puts us in the perfect position to help brokers across the U.S. as more states introduce required paid family and medical leave programs.
But, we knew from our experience with our original Net Revenue Tracker that brokers need even more.
Net Revenue Tracker Pro Takes Over Where Broker Dashboard Leaves Off
Our new Net Revenue Tracker Pro, which has been in development for more than a year and is ready to launch in beta version, helps us assist brokers in tracking profit and loss, servicing their block-of-business, and generating compelling RFPs.
The Net Revenue Tracker Pro can combine healthcare and employee benefits under one dashboard, reducing the time customer service representatives spend putting together spreadsheets. It can eliminate costs to third-party vendors.
The Net Revenue Tracker Pro transforms Excel data into easily digestible charts, graphs, and images. In words and pictures, it tells the story your clients need to see to understand their coverage risk gaps and how you can help them save money and enhance employee benefits.
In short, The DBL Center takes over the process of RFP creation and market analysis for you. We send you a white-label document to share with your clients.
Are You Ready to Get Started?
With The DBL Center and Net Revenue Tracker Pro to manage their statutory and ancillary employee benefits lines, brokers have more time to focus on their priorities, like commercial and healthcare coverage. You’ll also have the time you need to build industry relationships that are so crucial for continued success.
Relying on The DBL Center as your wholesale general agency can save you time and money. There’s no downside. We’re not trying to convince brokers. We’re trying to help them.
The DBL Center is here to give you more bandwidth so you can focus on the high-value products that drive your bottom line. Let us handle the back-office tasks and free you up to do what you do best – build a thriving insurance practice.
Ready to break free from the analysis paralysis and take your business to the next level? Contact DBL Center today and discover how the Net Revenue Tracker Pro and our dedicated support team work together to empower you to achieve greater success.
