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Start with instant quotes, expand into the full operating system, and defend with the platform. Per-policy pricing keeps the cost aligned to the premium Bob helps you write, so it only grows as your book does.
Start with the moment that pays for itself, an instant indicative quote, then grow into the operating system and the full white-label platform when it earns its place. Every plan keeps a licensed human in the loop.
Instant indicative estimates on your website and chat.
The operating system your firm runs on all day.
Full white-label, training data, and compliance.
All plans include a human-in-the-loop, full audit logging, and a 30-day pilot. No setup fees.
You do not buy the whole platform on day one. Prove the wedge in a pilot, land on quotes, then expand only when the value is obvious. The tiers map onto a simple land, expand, defend motion.
Run Bob for 30 days on your real line and site, in your brand, so you can see it working before you commit. There are no setup fees.
30-day pilot
Instant indicative estimates on your website and chat, with a warm handoff to your adviser. This is the wedge Bob starts with.
$600/mo + per bound policy
Add the CRM, knowledge base, renewals, and policy, billing and claims. The operating system your firm runs on all day.
$1,500/mo + seats
Full brand and domain white-label, a training-data manager, analytics, and compliance with an SLA. Single sign-on is on the roadmap.
Custom
Whatever tier you are on, the model is the same: Bob does the legwork and a licensed adviser owns the decision. Every plan keeps a human in the loop, logs every decision for audit, quotes indicatively, and keeps your data yours.
Bob Quote is the wedge. Bob OS is the daily workspace. Bob Platform is the full white-label build. Here is what changes as you grow, with the shared foundations that never do.
| Bob Quote | Bob OS | Bob Platform | |
|---|---|---|---|
| Web chat and email, in your brand | Yes | Yes | Yes |
| Indicative quoting, life and health | Yes | Yes | Yes |
| A licensed adviser reviews and binds | Yes | Yes | Yes |
| Full audit logging | Yes | Yes | Yes |
| Per-firm data, kept for you alone | Yes | Yes | Yes |
| Omnichannel: SMS and in-app | No | Yes | Yes |
| CRM, knowledge base and renewals | No | Yes | Yes |
| Policy, billing and claims | No | Yes | Yes |
| Full brand and domain white-label | No | No | Yes |
| Training-data manager and analytics | No | No | Yes |
| Compliance and an SLA | No | No | Yes |
Per-policy pricing means a small fee applies to each policy bound through Bob, aligned to the premium it influenced, so it costs more only when it writes more. You can start with Quote and expand whenever you are ready, and your data and configuration carry over. Your book stays yours: data is siloed to your firm and never used to train shared models. Estimates stay indicative until your licensed adviser reviews and binds under your FAP.
A human-in-the-loop, full audit logging, and a 30-day pilot, with no setup fees. Every plan runs indicative quoting for life and health, keeps your data siloed to your firm, and holds anything that is advice for a licensed adviser to review and bind.