DBL Center Broker Dashboard

iOS Universel / Economie et entreprise

Let’s review some of the Broker Dashboard features that can help brokers keep more of what they earn and significantly improve their returns – making more in less time than ever before. Because we all know it costs more to sign a new customer than to retain one you already have.

1. Track cancellations.

As small businesses close their doors, it’s important for brokers to track the reason for cancellations and non-pays. Brokers receive emails every two weeks that list policies that are pending non-pay, so you can reach out and make sure the policy doesn’t lapse.

The Broker Dashboard also shows you the reason for the cancellation. You can even sort cancellations based on the size of the account, so you can focus on small businesses who may be struggling and help them find solutions to pay their bills. Nickels, dimes, and quarters make dollars. By tracking your clients through Broker Dashboard, you’ll be in a position to help keep their policies in force… which is good business for everyone.

2. Track new policies.

How much new business are you writing? Are you meeting your agency’s goals for growth?

The Broker Dashboard lets you track countless policyholders and up to date head count giving you real time eligibility, so you can see how much volume you have – from your biggest client to the smallest.

3. Track commissions.

Bottom line: How much are you making? The DBL Center’ proprietary Broker Dashboard shows you how much commission you’ve received across any selected time frame – for the month, the quarter, or the year broken down by product. This is the single-most important piece of information you need to gauge the overall health of your business. These net revenue tracking capabilities, alone, make Broker Dashboard an indispensable tool for your business.

4. Get direct access to preferred carrier websites.

The Broker Dashboard is more than just your net revenue and policy tracker. It is also your one-click portal to preferred carrier websites. Download claim forms and other documents and access important information from any internet-enabled device, regardless of the carrier’s business hours or availability of team members.

In today’s remote working world, business never stops. Broker Dashboard is there whenever you need it.

5. Contact DBL Center directly through the Dashboard.

Have a problem or question? Need to speak to your DBl Center representative? Want to learn more about a specific Broker Dashboard feature? Click the “report an issue” button and someone from The DBL Center will get back to you to help you get the most from your Broker Dashboard app.

There’s never been a greater need for cloud-based tools enabling DBL Center brokers to work from anywhere, at any time.

Quoi de neuf dans la dernière version ?

Added ability to rotate the app.