Sample data while we build. Names, prices and register numbers are illustrative.
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Tools

Run your practice on the same data your clients compare.

A CRM, an enquiries inbox, and AI agents that answer, quote and follow up in your own brand. Built for independent advisers and for firms that want Bob white-labelled.

Book a demoplay_circleTake the product tour
groupsWho it’s forwidgetsFeaturessmart_toyAgent teamappsInside the appconversion_pathHow it connectslibrary_booksResources
support_agentIndependent advisers
Get found, and spend your time on advice.
List for free in Bob’s directory and receive enquiries from people who’ve already compared the market.
checkFree, verified directory listing, with or without Bob’s tools
checkEnquiries by message or call request
checkCRM and agents on a monthly plan
See the CRMarrow_forward
apartmentFirms & insurers
Bob, white-labelled as your own.
Run Bob’s agents and portal under your brand, with your autonomy limits and compliance rules.
checkYour brand, domain and voice
checkAutonomy and escalation you control
checkRolls out in weeks, not quarters
Bob for firmsarrow_forward
Features

Six capabilities, one platform.

Product overviewarrow_forward
forumVoice & chatAnswers calls and chats around the clock, in your brand, and hands over with full context.Learn morearrow_forwardrequest_quoteQuotingPrices across insurers while the customer is still talking, with assumptions shown.Learn morearrow_forwardverifiedClaimsPhoto intake, assessment and fast-track payouts within limits you set.Learn morearrow_forwardcontactsCRMHouseholds, policies, renewals and life events in one record.Learn morearrow_forwardmenu_bookKnowledgeAnswers from your own documents and the policy wording, with sources.Learn morearrow_forwardgavelComplianceEvery decision logged with its reasons, ready for review.Learn morearrow_forward
The agent team

Six specialists, one conversation.

Bob is a team of AI agents that share one memory of each client and one set of guardrails. Start a quote on the phone, finish it in the app, and Bob remembers.

hearing
Intake
Listens on any channel and builds a clean risk profile, asking only what applies.
assessment
Underwriting
Reads the risk against your rules and flags anything that needs a person.
calculate
Pricing
Prices across insurers in real time and returns an itemised quote.
support_agent
Service
Answers policy questions from your knowledge base, around the clock.
verified
Claims
Assesses damage from photos and fast-tracks routine payouts within your limits.
sensors
Retention
Watches for life events and renewals, and suggests the right change at the right time.
Every channelcallVoice lineforumWeb chatsmartphoneMobile appsmsSMS & WhatsAppmailEmail
tuneConfidence-gated autonomy
From copilot to fully autonomous, per action, with limits you set in Studio.
historyFull audit trail
Every decision logged with reason codes and sources, ready for review.
shieldPrivate and secure
Data isolated per firm, encrypted end to end. See the security page for detail.
Inside the app

Open any screen and try it.

Sign inarrow_forward
space_dashboardMission ControlCRMYour practice at a glance, by role: pipeline, renewals and what Bob handled.inboxEnquiries inboxClientsEnquiries and opportunities Bob found, with its reasoning, ready to act on.callLive callAgentsWatch a call live, see the quote assemble, and take over at any time.hubOrchestrationAgentsIntake, research, pricing and compliance agents on one case.tuneStudioSetupBranding, autonomy limits and the knowledge Bob answers from.monitoringImpactReportingResponse times, conversion and retention, with what Bob contributed.
What your clients see
boltInstant quoteChat or voice intake to an itemised quote.diversity_3Family intakeSeveral people, life and health, with medical history.sensorsLife-event guardianSpots life events and drafts the right cover change.verifiedInstant claimsPhotos in, assessed payout out.account_circleClient portalPolicies, claims, documents and an assistant.
How it connects

From a client's comparison to a managed policy.

01
Get verified and listed
We check your register entry and show the date on your profile.
02
Receive enquiries
Clients message you or request a call from your profile.
03
Manage clients in the CRM
Every household and policy linked to the policy evidence.
04
Let agents do the routine work
Agents answer, quote and follow up, and hand over when judgement is needed.
Resources

Plans, proof and guides.

sellPricingPlans for independent advisers and firms.emoji_eventsCustomer storyHow Tūī Financial runs a three-adviser practice on Bob.apartmentBob for firmsWhite-label agents and portal for insurers and adviser groups.shieldSecurityHow client data is protected and audited.
See it on your own book.
A 30-minute walkthrough of the CRM, the brief inbox and the agents.
Book a demoSee pricing