The AI Engine for Distribution Channel Management

What is BobTrak?

Understanding relationships with customers over time plays a key role in decision making.

Your book of business is a gold mine of rich data that can help you find your best customers, understand your business and much more.

The problem here is that most of this rich data is locked away in legacy systems with no transparency. And the data can’t be queried for the rich insights it can provide.

What’s worse is that the data is spread across the complicated hierarchical levels across the insurance distribution channel. From customers to agents in different agencies, serving different policies.

A typical CRM tool would simply be unable to handle it.

BobTrak manages the most complex data management task in your distribution management ecosystem – the relationships between producers and the policies they service, and the values of those relationships over time.

BobTrak is Insight Analytics Decision-making
Problem: Complicated Data
Problem: Complicated Data


BobTrak not only helps you manage your book of business, but also goes one step further. The built-in powerful AI engine shows you the full picture of your business. Who are your hottest prospects or which product is doing the best (or the worst) and much more.

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Insurtech Connect (ITC)

We are excited to announce our presence at Insurtech Connect (ITC) this year from October 4th - 6th, 2021.


The BobTrak Blog - Up and Running!

Our blog includes a ton of enriching and valuable information that provides insights in the problems that we solve.


The Insurance Dudes Podcast

BobTrak is proud to announce our appearance on The Insurance Dudes' podcast.

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