# BOBTRAK, INC

> Distribution channel management software for insurance carriers and distributors

## At a glance

| Field | Value |
| --- | --- |
| Category | Distribution & Sales |
| Type | Solutions Provider |
| Region | NA |
| Headquarters | Santa Clara, California |
| Founded | 2015 |
| Stage | Established |
| Employees | 11-50 |
| Funding | Bootstrapped |

## Overview

BobTrak is a distribution channel management platform for insurance carriers and large broker-dealers. Founded in 2015 by David Kelly, a practitioner in incentive compensation management (ICM) and sales performance management (SPM), the company addresses the complexity of tracking producer-policy relationships and managing books of business across multi-level distribution hierarchies.

The platform aggregates data from disparate legacy systems to provide a unified view of producer performance, commission calculations, and policy-level financials. Core capabilities include commission reconciliation, bonus calculations across producer hierarchies, and an AI engine for revenue optimization, fraud detection, and churn prediction. The software is delivered as a cloud-hosted enterprise platform.

BobTrak serves P&C and L&H carriers and large distributors managing complex producer networks. The company is self-funded, has been operating for over a decade, and maintains an active industry presence including coverage in the InsurTech Spotlight on insurance-canada.ca and participation in conferences such as InsurTech Connect and the NAMIC Annual Convention.

## Products & services

### BobTrak for Carriers

Enterprise distribution management software for insurance carriers to manage and analyze producer books of business.

**Key features:**

- Producer\-policy relationship tracking and management
- Commission reconciliation and bonus calculation across multi\-level hierarchies
- AI\-powered fraud detection, churn prediction, and revenue optimization

*Target users:* Insurance carrier distribution and finance teams

### BobTrak for Distributors

Distribution management software tailored for large broker-dealers and insurance agencies.

**Key features:**

- Book of business analytics and reporting
- Revenue forecasting and reconciliation
- Agent loyalty and performance analysis

*Target users:* Broker\-dealer operations and distribution management teams

## Category & focus

- Subcategories: Book of business management, producer management, commission management, distribution channel analytics
- Insurance verticals: P&C Personal, P&C Commercial, Life & Annuity
- Target customers: Carriers, Brokers

## Notable customers

- Enterprise insurance carriers \(P&C and L&H\)
- Large broker\-dealers and distribution networks

## Links

- Website: <https://bobtrak.com>
- Directory profile: <https://insurtechlist.com/companies/bobtrak/>
- Blog: <https://bobtrak.com/agent-loyalty/>
- Team: <https://bobtrak.com/team/>
- Press: <https://www.insurance-canada.ca/insurtech-spotlight/bobtrak/>
- Carriers: <https://bobtrak.com/carriers/>
- Linkedin: <https://www.linkedin.com/company/bobtrak>

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*Last updated: 2026\-05\-11*