For years, brokers who work with The DBL Center have been using our Broker Dashboard: Net Revenue Tracker to streamline workflows and track renewals, cancellations, and commissions automatically.
Enhancements to the app – in the form of Net Revenue Tracker Pro – deliver enhanced functionality. The new tool combines healthcare proposals, market analysis, and RFPs to dramatically reduce the time customer service representatives spend generating spreadsheets.
Customizable dashboards allow brokers to integrate only the aspects they want to manage, including:
- Health & Medical Policies
- Ancillary and Required Employee Benefits
- HRM Portal
- Policy Performance Analytics
- Lead Management
Multiple API Integrations to Streamline Workflow
The app integrates with communications, productivity and CRM software including Zoho, HubSpot, Constant Contact, Mailchimp, LinkedIn, Google Drive, Microsoft Teams, and many more, along with carrier’s APIs for up-to-the-minute data and rates.
These powerful tools combine into one user-friendly app that is available on mobile for iOS or Android, as well as from any laptop or desktop device with Internet access.
Healthcare, Retail, Statutory and Ancillary Benefits All In One Place
While the original Net Revenue Tracker managed statutory disability, paid family leave and group ancillary benefits, Net Revenue Tracker Pro has the ability to integrate major medical insurance. This spares brokers the pain of dealing with multiple touchpoints and software for various insurance products.
“We’re not trying to convince brokers,” said The DBL Center President Michael Cohen. “We’re trying to help them create more bandwidth so they can focus on the medical and commercial retail products, while leveraging The DBL Center for statutory and ancillary benefits.”
With The DBL Center as your white-glove, white-label administrator and touchpoint for statutory and ancillary benefits, brokers can focus on the big-ticket, high-profit items.
As The DBL Center founder David Cohen used to say, “Nickels, dimes, and quarters make dollars.” Let The DBL Center help your customers find cost-savings by privatizing required benefits and then rolling the extra cash into ancillary products that improve retention rates and workplace satisfaction for employees in virtually any industry.
The Net Revenue Tracker Pro helps brokers spot missed opportunities and increase revenue by keeping the business in-house, preventing customers from seeking out a better deal or more comprehensive packages from competitors.
RFP Generator Elevates Excel Data
The Smart Brand Estimate Generator is a state-of-the-art RFP Generator that extracts Excel data to share an analytical story. After all, stories and relationships – not numbers – sell insurance. But a careful analysis of the numbers reveals the stories you need to tell to close the sale, enhance benefits packages for increased commissions, and retain customers.
By aligning and synchronizing your data from The DBL Center, your wholesale general agency, you can collaborate more efficiently and effectively.
Bottom Line
The DBL Center’s reputation for success began decades ago, with David Cohen’s unmatched charisma and his pencil-and-paper general ledger. Under Michael Cohen’s leadership, the wholesale general agency has become a technology leader, first-to-market with the tools brokers need in today’s fast-paced business environment.
“Net Revenue Tracker Pro is an evolution of my vision to bring all the data brokers need under one umbrella,” Cohen said. “It helps brokers streamline workflows, communicate more efficiently, and maximize revenue.”