BobTrak, Inc.

About

In many industries, the relationships between sellers and their accounts are as important as the individual sales that come out of them. Nowhere is this more evident than in the Financial Services industries. Until now, there have been no thoughtfully designed tools available to Financial Services companies to manage these relationships, nor to analyze the business value of these relationships over time. Now there's BobTrak.

BobTrak, Inc. provides a modern, complete, best-of-breed application to manage the Book of Business / Producer Portfolio Management function for Insurance and Financial Services enterprises. By solving the back-office problem of linking producers to the policies and accounts they administer, assigning transactions, and aggregating results, BobTrak also opens up a front-office window for Providers to see the business their channels are selling and servicing. Reporting, analytics, and administrative workflows are also core functions of BobTrak.

BobTrak's founder is David Kelly, a long-tenured thought leader and solution architect in the Incentive Compensation Management / Sales Performance Management (ICM/SPM) space. David has faced the Book of Business challenge on many ICM projects for Insurance providers and other Financial Services companies over the last 15+ years.

We would love to discuss BobTrak's solution with any Financial Services companies and system integrators who might be considering a project to implement a Book of Business system, or who might be considering a move to a new Incentive Compensation Management system - BobTrak can significantly reduce project risk, cost, and timelines.

Keywords

book of business, insurance, financial services, banking, investments, portfolio management, data management, life insurance, medical, dental insurance, property, casualty insurance, agent experience, producer experience, analytics

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