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Renewal intelligence

Predict churn before the broker logs in.

Bob looks ninety days out, every day, and surfaces premium creep, competitor mentions, lapsed engagement, and underwriter sentiment shifts before the broker has finished her coffee.

1,847
renewals saved Q1
churn-risk intercepts
+12.4%
book retained YoY
measured against the cohort
90d
look-ahead window
updated every overnight cycle
74%
principal-led save rate
when Bob escalates
Live preview

The renewal pipeline, ranked by churn risk.

bob.so/app · renewals · 90-day pipeline
live
CUSTOMERRISK
Te Awa HoldingsApr 1892
Whitcombe CivilApr 2271
Northbridge DemoApr 2934
Cuba & MannersMay 0218
The signal

Risk score is the obvious thing. The why is the interesting thing.

Bob scores every policy on a 0–100 risk axis. But the value isn't the number — it's the explanation. Each score is a stack of cited evidence: this email, this call, this premium change, this competitor mention.

In your queue

Three signals that show up in the inbox.

Gap analysis

Underinsurance, surfaced before the claim that proves it.

Bob runs continuous gap analysis across the entire book: a hospitality customer adds a function room without notifying the broker; a courier swaps their van for a heavier vehicle; a tech firm renews liability at the same cap it had three years ago, while revenue tripled. Each gap is a cited finding, queued in the broker's morning brief — not a one-off audit, an always-on watch.

Outcome

We don't measure "AI engagement". We measure renewed dollars.

Every renewal Bob touches is tagged. Every save is attributed. You see the dollar impact, by broker, by month, in the dashboard — no vanity metrics, no usage scores.

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.

b/
bob
AI-first insurance CRM. Bob runs the operational layer — voice, vision, documents, renewals, claims, compliance — so brokers can do the broking.
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