Turn Your Current Clients into New Opportunities
The Book of Business (BOB) Program gives producers a structured and proactive way to manage their existing clients. It monitors key policy dates, coverage milestones, and potential planning triggers and delivers timely alerts that help you take action before opportunities are missed. Instead of tracking every detail on your own, you receive organized updates that keep you informed and prepared. This allows you to focus on meaningful outreach, strengthen client relationships, and stay ahead of changing needs with confidence.
Deliver Better Service With Less Effort
The BOB Program provides producers with simple, proactive insights that help you stay connected to your clients and ready for action.
What Producers Who Use the BOB Program Say
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The BOB Program Advantage
The BOB Program keeps you informed of key policy activity, helping you manage your workflow with greater ease and accuracy.
Stronger Relationships
Regular, proactive outreach builds trust and supports deeper, long-term client connections.
Growth Opportunities
Timely alerts help you spot gaps or changing needs, so you can recommend the right solutions at the right time.
Client Retention
By staying ahead of policy milestones, you reduce the risk of clients seeking support elsewhere.
Reputation
A proactive approach positions you as a reliable advisor and leads to more referrals.
Workflow
Fewer surprises and better visibility into client needs give you more time to focus on growth.
Stay Ahead
Consistent updates ensure policies remain current and help you guide clients with confidence.
Ready to Grow Your Business With CBIZ?
Connect with our team to learn how CBIZ Individual Insurance Solutions can help you expand your opportunities and better serve your clients.