A Christchurch practice specialising in family protection moved its client records, enquiries and research onto Bob in early 2026.
Comparing policies meant downloading wording from each insurer and building a spreadsheet by hand. A single recommendation could take an afternoon.
Enquiries came in by phone and email, often after hours, and many were cold by the time someone called back.
The practice is listed in Bob’s directory, so new clients get in touch having already compared the market. Client records link each policy term to the insurer’s wording, and Bob’s voice agent answers after-hours calls and books first conversations.
“Clients arrive having seen the same evidence I’ll show them. The first conversation starts in a much better place.”