{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/8e9f6745aa7e490fa29a0333e2d1e5c1\" frameborder=\"0\" width=\"3024\" height=\"2268\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":2268,"width":3024,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":2268,"thumbnail_width":3024,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/8e9f6745aa7e490fa29a0333e2d1e5c1-fcd6d2ac6e1dd7bf.gif","duration":913.699,"title":"How Book of Business Updates Work","description":"This Loom explains how to use ComTrack’s Book of Business, or B.O.B., feature to track carrier book snapshots and keep it aligned with commissions. It aggregates carrier B.O.B. files into a single database, then monitors policy status changes and new policies so clients do not fall off the books unexpectedly for MedAdvantage. When digesting successive B.O.B. files, ComTrack skips duplicate rows but adds new clients, and it updates existing rows like paid-to-date and policy status to the most recent values (example changes from 10-15 to 11-15). It also covers BOB retrieve on a schedule and BOB webhooks that can send newly added rows to tools such as a CRM."}