DBL Center Broker Dashboard 1.3

The DBL Center ❘ Freeware ❘
iOS
av 5 röster

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Let’s delve into some of the features provided by the Broker Dashboard that can assist brokers in maximizing their earnings and enhancing their returns – achieving more in less time than ever before. As acquiring new customers typically incurs higher costs compared to retaining existing ones, managing cancellations is essential for business sustainability.

<ol>

<li>Track cancellations: It is crucial for brokers to monitor reasons behind cancellations and non-payments to proactively address potential lapses. The Broker Dashboard sends bi-weekly emails listing pending non-pay policies, enabling brokers to intervene and prevent policy lapses. The feature also categorizes cancellations based on account size, facilitating focused support for struggling small businesses to meet payment obligations and maintain active policies.</li>

<li>Track new policies: Assess your business growth by monitoring new policies issued and staying informed about your agency's growth targets. Leveraging the Broker Dashboard allows for tracking numerous policyholders and up-to-date headcounts in real-time, helping you gauge business volume accurately from the largest to the smallest clients.</li>

<li>Track commissions: Gain insight into your earnings by determining the commissions earned within any chosen timeframe through The DBL Center's exclusive Broker Dashboard. This information broken down by product, for monthly, quarterly, or yearly periods, is vital for evaluating your business's financial performance.</li>

<li>Access preferred carrier websites directly: In addition to monitoring revenue and policies, the Broker Dashboard serves as a convenient gateway to preferred carrier portals. Easily download claim forms and access crucial documents on any internet-enabled device at your convenience, irrespective of carrier operating hours or staff availability – ensuring continuous access to essential information in today's remote work environment.</li>

<li>Contact DBL Center directly through the Dashboard: Need support or have inquiries? Reach out to your DBL Center representative directly via the Dashboard by using the "report an issue" feature. Whether seeking assistance with specific Broker Dashboard attributes or facing challenges, The DBL Center team is readily available to enhance your experience with the app.</li>

</ol>

In this era of remote work, cloud-based tools like the Broker Dashboard are indispensable for DBL Center brokers, enabling seamless operations from any location and at any time.

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