The Insurance CRM That Actually Listens
Scale your agency overnight. Let Bob handle quotes, answer client questions, and triage claims 24/7 with zero human intervention.
Strategic Governance
Bob acts as your high-authority Chief of Staff, synthesizing millions of data points into a single, actionable morning briefing that aligns with your agency's unique voice.
Estimated ROI: $12,400
Omnichannel Autonomy
Deploy highly realistic AI voice agents capable of conducting outbound renewals, payment reminders, and claim status checks with 500ms conversational latency.
Multi-modal Vision
Using cutting-edge vision models, Bob performs high-fidelity damage assessment from accident photos automatically triaging severity.
Built for the modern brokerage
Bob replaces fragmented tools with a single, intelligent operational layer that runs your agency while you sleep.
Connects with Your Existing Stack
Bob.so seamlessly integrates with your favorite tools.
Lightning Fast Setup. Immediate ROI.
We built Bob.so to be incredibly powerful yet stupidly simple to deploy. No complex integration paths; you can have your AI agent taking phone calls this afternoon.
Upload Your Guidelines
Import your fact sheets, agency guidelines, and Carrier documents into our secure Vector database.
Deploy Your Voice Twin
Select voice tone, language, and route your agency's phone number directly to Bob.so via Twilio.
Automate Growth
Watch as Bob.so handles 90% of routine inquiries and triages hot leads directly to your desktop.
Meet Your New Digital Employee
Don't just take our word for it. Try chatting with the Bob.so AI right now. Ask it to generate a quote snippet, explain a complex coverage policy, or handle a billing inquiry.
Hi! I'm the Bob.so AI Demo. I can help you with quotes, claims, and more. Try asking me in any language!
Powered by Bob AI. Rates may vary.
Loved by Modern Brokers
Don't just take our word for it. Here's what agencies are saying about Bob.so.
"Bob.so's AI Voice Twin handles 80% of our inbound quote requests. Our agents are finally focusing on closing deals instead of acting like receptionists."
"The automatic policy renewal text messages have increased our retention rate by 14% in just two quarters. The ROI was immediate."
"Having every phone call transcribed and checked for compliance against state guidelines lets me sleep at night. It's a game changer."
Latest Research &
Industry Intelligence
Deep-dives into the convergence of Multi-modal AI, autonomous underwriting, and the next-gen insurance workforce.
Simple, Transparent Pricing
Tailored AI solutions for modern insurance brokerages. High-touch onboarding included.
- 1 AI Voice Twin (English)
- 500 Voice Minutes/mo
- Basic CRM Features
- Dedicated Onboarding Help
- 3 AI Voice Twins (Multi-lingual)
- 2,500 Voice Minutes/mo
- Advanced CRM & Proactive Alerts
- Automated Claims Triage
- White-Glove Setup Included
- Unlimited Voice Twins
- Unlimited Voice Minutes
- Custom Vector Database Training
- API & Webhooks
- Dedicated Success Manager
Frequently Asked Questions
Everything you need to know about the Bob.so platform.
Ready to Modernize Your Brokerage?
Join hundreds of forward-thinking insurance brokers who are using Bob.so to scale their business with AI.
How can I help you?
Hello! I'm Bob, your insurance assistant. How can I help you today?
Powered by Bob AI. Rates may vary.