The front door of the brokerage, run by Bob.
Prospect to customer in one cited journey. Public intake → AI qualification → carrier match → quote → customer self-onboards into the portal. The broker only steps in at the moments that need a human.
Intake to drafted quote, with the carrier match in between.
An intake form that knows what to ask, in what order.
Embed Bob's intake on the brokerage website or use the hosted page at bob.so/intake. Bob asks adaptive questions — a hospitality lead doesn't see auto questions — and refuses to advance with junk data. Every submitted field becomes a typed fact in the brokerage's graph.
Four stages, every one of them auditable.
Every recommendation, with the rule it fired on.
When the engine ranks Liberty NZ as a strong match, it cites the exact rules: hospitality program open, liquor exposure inside band, prior loss-run clean. Brokers see the BDM contact card alongside, ready for a one-click mailto. No magic — every score decomposes to evidence.
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.