DBL Center Helps Brokers Track Revenue

New application gives brokers deep analytics and actionable business insights to grow their business


For 41 years, The DBL Center has provided brokers with white glove service and the lowest insurance premiums available for enriched DBL, ancillary benefits, group life, and more. As the industry changes, we stay ahead of the curve to deliver greater value.

Measure and Improve

We’ve always believed in the adage, “You can’t improve what you don’t measure.” DBL Center Founder David Cohen had an almost-compulsive need to pay close attention to the details. In our office, we have a database that allows us to track every account, see at a glance when renewals are due, and track our total revenue. We’ve been doing this so long, we almost took the value of it for granted.

In talking with our customers, we learned that many insurance brokers have no simple way to track revenue, new business, or cancelled policies at a glance. Most agree this information would be valuable. They just don’t have the means to do it.

Other Software Solutions Don’t Work for the Insurance Industry

Conventional CRM software doesn’t work for insurance brokers. Accounting software can provide part of the picture, but not everything a broker needs. Most major industries, from healthcare to IT, have their own software that tracks and reports the information relevant to that specific field.

Why shouldn’t brokers have a way to track their statutory and group ancillary business?

That’s when we set our programmers on a new task: To create a software program for our customers that would give them actionable insights for business development in an easy-to-read interface.

DBL Center Prepares to Launch Net Revenue Tracker

For the past year, we’ve been working on a software application that will let our brokers manage their accounts and track their commissions from anywhere. Because we know our brokers spend a lot of time on the road, having this information at their fingertips makes it easier for them to serve their customers and write new business because every dollar counts in this industry.

Our new mobile-friendly broker dashboard, the NRT (Net Revenue Tracker) will help brokers who put their business with the DBL Center stay ahead of the competition and see their bottom line in real time. Because success is not created by what you earn, but by what you keep.

Net Revenue Tracker Provides the Answers You Need to Grow Your Book of Business

Would you like to:

  • Track new business and see where it comes from to determine your most successful salespeople?
  • See how much you’ve earned monthly, quarterly, and annually at a glance?
  • Determine what percentage of your revenue comes from new business vs. renewals?
  • Know exactly when each customer’s policy renews?
  • Find out, at a glance, what percentage of business lies with each major insurance carrier?
  • Have all this information available to you through a user-friendly application?

Our developers are hard at work, right now, creating the Net Revenue Tracker software, which will do all of this and more for DBL Center brokers.

The Net Revenue Tracker will allow brokers to:

  • View business metrics at a glance
  • Track profitability of specific accounts
  • Learn where you need to diversify your business between multiple carriers to protect yourself, and where it might pay to consolidate for better rates
  • Reduce your dependency on carriers by tracking renewals in your office
  • Spot trends in cancellations so you can improve customer retention
  • Track and improve business growth

Time-tested Platform Gives Our Brokers the Edge
The DBL Center has been relying on software to track our net revenue and growth for more than a decade now. Our time-tested platform of proven business development tools will give our brokers the edge. The Net Revenue Tracker provides deep analytics and actionable information for business growth in a convenient format.

With 41 years in the insurance business, The DBL Center has learned a few things about business processes. We know how important it is to pay attention to the finer details and track your results for consistent growth.

Isn’t It Time Be An Early Adopter?
If you aren’t tracking your revenue in a reliable way, or if your current platform falls short of what you need, we invite you to give us a call for a quick demo of our software solution.

Watch the video above and then book your free, one-on-one WebEx demo to learn how you can track your insurance agency revenue more effectively and efficiently.

Schedule Your NRT Demo Now


DBL Center App Gives Brokers Access to the Future of Insurance

DBL Center app with mobile and desktop dashboards gives brokers more choices and easier account management

The DBL Center app for our insurance brokers

Earlier this year, The DBL Center announced the upcoming launch of a mobile app and dedicated website that provides our brokers access to a DBL Center app dashboard to manage all your accounts easily online, from anywhere with Internet access.

By the beginning of Fall 2017, DBL Center brokers can look forward to seeing the app rolled out and fully functional. “We’re on the time frame we expected for the successful launch of this app by the end of the third quarter, beginning of the fourth,” says DBL Center President Michael Cohen. “I couldn’t be prouder of our team for meeting our very ambitious interim deadlines. As we round the turn to completion, I’m excited to see the app change the way our brokers conduct their daily business in faster, more convenient ways.”

Cohen wants to clarify the functionality of the DBL Center app and desktop site, based on feedback he’s heard from those who have viewed the beta version. “This is not a portal,” he says. “This is a dashboard that provides our brokers with everything they need from an account management basis to compare premiums and bind policies easily from anywhere they happen to be.”

Of course, The DBL Center employees are still available to answer questions and provide the same level of white-glove service we always have. But the app gives brokers a more convenient way to conduct business, whether they are at home, in their office, or on the road.

Access All Your Accounts from One Dashboard

When you log in to the DBL Center app or desktop site, you will see your personalized insurance dashboard. Depending on the choices you select, you’ll be taken to the carrier’s site to get a quote or bind a policy.

For brokers who work with multiple carriers, the app makes it easy to access all their accounts from one central location. “It’s similar to the way someone would use their Universal Remote to control their TV, Blu-ray, and Netflix, all from one device,” says Cohen, relying on an equally high-tech analogy to pinpoint the convenience and ease-of-use the app will provide to brokers.

App Gives Brokers Easy Access to More Choices

Additionally, brokers can view other choices from the dashboard—options they may not have previously considered for their clients. “Property and casualty brokers who normally write disability will now have the opportunity to view ancillary benefits or Paid Family Leave policies directly from the app’s central dashboard. It’s all integrated, which makes it easier to manage existing policies and look at ways to expand your book of business.”

In addition, brokers can consider different carriers and see the vast range of choices in A+ rated carriers The DBL Center offers its customers.

Sign Up Easily

When DBL Center brokers sign online to bind a policy with fewer than 50 lives, they will be prompted to establish a login and password for the DBL Center Dashboard and mobile app. “We want to make sure every one of our brokers has the opportunity to hear about our new dashboard and mobile app and to sign up as soon as they are ready,” says Cohen.

The DBL Center will also host live webinars and provide instructional material to guide brokers’ through the use of the app, which is already incredibly intuitive and designed to address the brokers’ needs with an easy-to-navigate interface.

Direct Deposit on the Horizon

Finally, The DBL Center app will allow brokers to sign up for direct deposit, to have commission deposited electronically into their bank accounts, eliminating the hassle and stress of waiting for paper checks. While direct deposit has been common in many industries for years, few brokers have had the chance to appreciate the convenience and peace-of-mind they will enjoy receiving commissions through direct pay methods.

“We are taking what my father, David Cohen, created 40 years ago and we are using the latest technology to bring The DBL Center into the future, ahead of our competitors, and on the cutting edge for insurance sales,” says Cohen. “We can’t wait to hear the feedback from our brokers when they log in for the first time and discover how their back office processes are streamlined thanks to the app.”

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