BobTrak company logo
Enterprise Software for the Insurance and Financial Services verticals1-10 Employees
  • B2B
  • Early Stage
    Startup in initial stages
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Enterprise Software for the Insurance and Financial Services verticals
BobTrak is the only complete Producer-Portfolio Management ("Book of Business") solution for managing the complex relationships between producers and the policies and accounts they service, and for analyzing and aggregating the values of those relationships over time. BobTrak works for all lines of business, and for captive and for independent agents.
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David H Kelly
Avatar for David H Kelly
Founder & Architect at BobTrak, the first complete solution for Book of Business management for the insurance and financial services industries.
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