The portal your customers actually use.
A co-branded customer surface for every brokerage. Same fact store, same audit ledger, same design system — wrapped in your logo and your accent colour. No engineering team needed.
What your customers actually see.
A clean, sober, co-branded place to manage their cover.
Customers land on a single page: their next renewal, their last message from you, and any open claim. No clutter, no marketing, no upsells. They can self-serve in a tap, or message you in one click.
Everything they'd otherwise email or call you about.
Your logo, your accent colour, your name. Not ours.
Upload a logo and pick a brand colour on day one. The portal lives at bob.so/portal for every brokerage — your tenant is inferred from auth, so customers see your brand, not Bob's. Want full white-label on your own domain? Point your DNS at our edge and we'll terminate there. Every doc Bob generates carries your FSP, your address, your terms.
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.