BOBTRAK, INC

Distribution channel management software for insurance carriers and distributors

Distribution & Sales Established 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

At a Glance

Founded: 2015
Headquarters: Santa Clara, California
Employees: 11-50
Funding: Bootstrapped

Category & Focus

Category: Distribution & Sales
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