BOBTRAK, INC
Distribution channel management software for insurance carriers and distributors
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
Customers
- Enterprise insurance carriers (P&C and L&H)
- Large broker-dealers and distribution networks
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Last updated: 2026-05-11