Service

Knowledge base

What Bob is trained on for your firm. Bob only answers from these sources, and every answer is logged with its citations.

Sources connected

54 indexed

Reference sections

293cited, NZ-first

Source coverage

92%of your lines

Answered from sources

94%on sample activity

Reference sections are the real corpus; coverage and answer rates are modelled on sample activity.

Sources

4 of 5 indexed

Bob’s reference knowledgeDraft · information
NZ-first: regulation, products, claims, a glossary and the insurer landscape. Grounds answers as information, never advice.
18files293sectionsView all & toggle
Policy wordings (PDF)Indexed
Life, trauma, income and health wordings from Partners Life, AIA and Chubb.
48documentsSynced 2 days ago
Past quotesIndexed
Historical indicative quotes with the loadings and options advisers chose.
1,284quotesSynced 6 min ago
Call transcripts Processing
Redacted adviser call notes. Health details are stripped before indexing.
3,410calls412 left to index
Underwriting rulesIndexed
Your firm's acceptance criteria, referral triggers and standard exclusions.
126rulesSynced yesterday
Disclosure libraryIndexed
Public disclosure, scope of advice and the fee and commission statements.
17documentsSynced 4 days ago

Indexed depth

Coverage is how much of each line Bob can answer from your own wordings and rules, not generic market data.

Runs on your sources only

Ask what a client might ask. Bob answers from your indexed sources and shows exactly what it cited.