Everything Bob plugs into.
Bob speaks the protocols already in use across NZ brokerages. If the carrier has an API, we use it. If not, we parse the email or the portal. If you have a legacy CRM, we import once and keep going.
Carriers
10 integrationsQuote, bind, endorse — Bob speaks each carrier's API or parses their email format if the API isn't open.
Telephony & voice
3 integrationsInbound + outbound calls, voice cloning, transcripts. Twilio for routing, ElevenLabs for the twin.
Identity & SSO
5 integrationsSAML, OIDC, OAuth — Bob authenticates against your IDP. Per-tenant directory provisioning via SCIM on Enterprise.
Calendar & email
4 integrationsTwo-way calendar sync for the voice twin's handoff slots; inbound email parsing for quote and FNOL emails.
CRM & data
4 integrationsBob is itself the operational CRM, but we read from legacy systems during onboarding so you don't lose history.
Billing & docs
4 integrationsStripe for Bob's per-seat invoicing; document storage and e-signature for cover notes and FNOLs.
Don’t see your carrier or your IDP?
Bob exposes a typed REST API and webhooks for every event in the audit ledger. Most missing integrations land in two weeks of paired work with your team.
The next twenty insurance brokerages will not be built on spreadsheets.
We’re onboarding ten design-partner brokerages this quarter. If your book is between 1,000 and 12,000 policies, we should talk.