OnTr@k® is an online based business management tool specifically designed by insurance experts for the insurance industry. Features built into OnTr@k® set it aside from any other business management tool available today.
This software is a "category breaker" not available anywhere else in the marketplace. The experts at Merritt-Gentry Group have applied over 60 years of accumulated experience to provide a tool proven to assist agents in managing a successful insurance practice.
For new and veteran agents alike, individual productivity is a constant concern. For companies, agent productivity and retention results go hand in hand. Companies and insurance agents today have a wide array of sales presentations, needs analysis systems, and prospecting programs from which to choose, all promising to be difference-makers.
All of these types of programs and tools are important, but there is a missing component. In the long run, one of the most critical difference makers is how effectively an agent develops a business plan, how that plan is monitored and measured, and how well the business is managed against the plan. Too often, agents’ plans are a once-a-year event that is gathering dust before spring. And, monitoring and measurement tools are no more than reports for management from which agents derive little value.
The Merritt-Gentry Group Solution
At the Merritt-Gentry Group, we realize that agents want to be in business for themselves but not by themselves. We help companies, managers and agents work in partnership to achieve more in less time and at lower cost.
Agents who rigorously keep score know that their scores improve, but most agents find planning and scorekeeping inconvenient and the tools hard to use. Our groundbreaking OnTr@k® system is a web-delivered agent planning, activity monitoring and business management tool. This system enables meaningful goal-setting, effortless activity monitoring and coordinated business management. The OnTr@k® system provides these features:
Benefits to You