Everything you need to scale
Bob.so isn't just a CRM. It's an entire AI-powered operational backbone for modern insurance brokerages.
The Ultimate First Line of Defense
Our proprietary AI voice models are built specifically for the insurance industry. They answer calls within 2 rings, understand complex policy questions, and sound indistinguishable from a human assistant.
- Natural conversational flow with interruptions handling
- Multi-lingual support (English, Spanish, French, Mandarin)
- Instant quoting integrations with major carriers
- Seamless warm transfers to human agents for complex issues
Proactive Policy Lifecycle Management
Stop relying on memory or clunky calendar alerts. Bob.so analyzes your active policies and automatically initiates follow-ups exactly when they have the highest probability of conversion.
- 30-60-90 day automated SMS/Email renewal reminders
- Predictive analytics identifying coverage gap opportunities
- Birthday and life-event triggered outreach
- Automated request for missing trailing documents
Eliminate Manual Data Entry
Quote processing shouldn't require manual typing. Our vision models extract structured entity data from loss runs, declaration pages, and application forms in milliseconds.
- 99% accurate extraction from Acord forms
- Automatic parsing of messy loss run PDF tables
- Direct API sync to populate quoting engines
- Anomaly detection for potential fraud signals
Bulletproof Regulatory Protection
In the heavily regulated insurance environment, ignorance isn't an excuse. Bob.so creates a definitive, immutable record of every client interaction.
- 100% call recording and searchable transcription
- Real-time flagging of non-compliant advice
- SOC-2 Type II certified data encryption
- State-specific regulatory rule engines
Even More Capabilities
Every detail refined for high-volume agencies.
White-label Portal
Give clients a branded experience to access policies.
E-Signatures
Native document signing without external subscriptions.
Call Routing
Complex logic to route leads to specialized producers.
Email Campaigns
Built-in visual builder for monthly newsletters.