Sample data while we build. Names, prices and register numbers are illustrative.
search
Sign in
For firms & insurers

Run Bob under your own brand.

Insurers, adviser groups and brokers can deploy Bob’s agents, client portal and CRM as their own product, on the same evidence-backed policy data as bob.so.

Book a demoSee firm pricing
What you get

Your brand, your rules, our data core.

Your brand everywhereDomain, colours, voice, emails and documents in your name.See StudioYour rulesWhat Bob does alone, what needs approval, and what always goes to a person.ComplianceEvery channelPhone, web chat, app, SMS, WhatsApp and email, with one memory per client.Voice & chatYour data, isolatedSeparate tenant per firm, stored in the United States (US West, Oregon).Security
Fairness

White-label never buys position.

Running Bob under your brand doesn’t change how your products appear in Bob’s public comparison or directory. Your clients see the same evidence, and the same unknowns, as everyone else.

Inside your own portal you can lead with your products, as long as they’re clearly labelled as yours.

checkPublic comparison order is never sold
checkYour own products are labelled as yours
checkDisclosure text set per jurisdiction
Rollout

Live in weeks, raised in confidence over time.

01
Scope
Markets, insurance lines, channels and starting autonomy.
02
Brand & connect
Studio setup, your data, phone numbers and SSO.
03
Pilot
One team in copilot mode. Every decision reviewed.
04
Go live
Raise autonomy action by action as confidence grows.
Walk through onboardingarrow_forward
Try it

The screens your team and clients use.

rocket_launchPrototypeOnboardingFive steps from invite to a live, branded Bob.Open prototypearrow_forwardpalettePrototypeStudioBrand, autonomy limits and knowledge.Open prototypearrow_forwardaccount_circlePrototypeClient portalPolicies, claims and an assistant in your brand.Open prototypearrow_forwardapartmentPrototypePlatform adminFor groups running Bob across several firms.Open prototypearrow_forward
Plan a pilot with us.
We’ll scope markets, lines and autonomy with your team.
Book a demoSee pricing
Keep exploring
ComplianceAutonomy limits and a full audit trail.OpenSecurityHow client data is protected.OpenPricingPlans for advisers, firms and developers.Open