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FindBob for Insurance

Empower life, annuity, and P&C distribution networks with AI-driven solutions to retain agents, scale distribution, and protect your book of business.

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Proudly protecting billions in premium and gross revenue for exceptional insurance enterprises

 

Why now?

The insurance industry is at a critical juncture, facing unprecedented challenges that demand immediate action. According to recent LIMRA and Agency Universe studies:

Life and Annuity Impact

Aging advisors are retiring faster than they are being replaced, with over 40% planning to retire in the next decade.

Firms risk losing valuable clients and assets without effective succession and continuity plans.

P&C Impact

The average age of agency principals is 54, with 17% aged 66 or older, indicating a substantial portion nearing retirement.

Distribution networks struggle to scale while managing retention challenges and operational inefficiencies.

Agency consolidation is accelerating, with smaller agencies merging into larger entities.

 

Why FindBob?

FindBob’s platform is designed to address these challenges directly, offering AI-driven solutions that:

Enhance Succession Planning

Enhance Succession Planning

Provide tools to develop and implement effective succession strategies, ensuring business continuity.

 

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Support Agent Retention

Deliver insights to proactively engage and retain top talent, mitigating the risks associated with an aging workforce.

 

Attract Agent Talent

Attract Agent Talent

M&A is top of mind for agents at all stage of their journey. Acquire new talent with a an important new value proposition.

 

Streamline Operations

Streamline Operations

Offer scalable solutions that enable personalized agent support, improving satisfaction and performance.

 

 

What competition?

Life Without FindBob

  • Struggling to retain top producers as turnover rates climb.
  • Limited visibility into advisor sentiment or attrition risks.
  • Inefficient succession and continuity planning processes.
  • High administrative burden and manual processes.

Life With FindBob

  • Proactively retain high-impact agents with AI-driven insights.
  • Real-time sentiment analysis to detect and address risks early.
  • Seamless succession and continuity planning with powerful tools.
  • Streamlined workflows with automation and AI-guided actions.
 

Measure What Matters: Retention ROI at a Glance

FindBob Reporting Suite provide actionable insights into the impact of your retention efforts, offering a clear view of the ROI generated by both the platform and the humans driving success. By tracking key metrics and highlighting the efficacy of your strategies, these reports empower your team to course correct when necessary and continuously optimize outcomes. With FindBob, you can ensure your retention initiatives are data-driven, effective, and aligned with your organization’s goals.

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