On this episode of The Insurance Dudes, Jason and Craig sit down with David Kelly, the author who literally wrote the book on incentive compensation management and the founder of insuretech startup BobTrack. David shares his unconventional journey into the insurance industry—starting as a complete outsider who’s never sold a policy but knows how to turn tangled insurance data into actionable insights. We delve into the legacy technology challenges facing carriers and agencies, from mainframes that are older than most agents to the complexities of integrating new software.

David reveals how his solutions help agencies not only forecast and reconcile commissions, but also gain a clearer picture of their book of business by integrating with existing agency management systems. The conversation also peels back the curtain on why incentive comp is such a headache for insurers, and how better data tracking can uncover missing commissions and streamline agency finances.

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