Business Category: A technology provider of InsurTech tools to insurance practitioners
Maturity Status: Mature (more than 3 years since product went into production)
Product or Service: FindBob Advisor Intelligence Platform
Area: Both Property & Casualty and Life & Health insurance
FindBob unlocks advisor data and turns it into advisor insights. With FindBob’s Advisor Intelligence Platform, carrier and distributor home offices can finally use data to understand what’s most important to their salesforce and why they behave the way they do. These insights into their advisors’ practice needs and how it affects performance empowers the home office to make better decisions.
What makes us an InsurTech:
FindBob is an enterprise platform for carriers, distributors, and their advisors that encourages better transition behavior. Advisors discover efficiencies to address their growth and perpetuation needs on their firm’s closed marketplace. Distributors and carriers unlock data on their salesforce by creating a consumer-like experience for their advisors and receive tools to help scale existing talent management processes. Combining behavioral science, machine learning and predictive analytics, FindBob is helping insurance distribution protect their most precious asset – their book of business.
Major features & technology used:
Utilizing the latest machine learning technology, behavioral science, and predictive analytics FindBob combines advisor data from structured sources within the enterprise with data collected on our advisor engagement platforms to create a single identity for each advisor. In addition to instant, evidenced-based advisor data, FindBob provides productivity tools for the home office to reduce laborious, manual tasks so field leaders can focus on their advisors.
News & Updates
See the latest FindBob news.
Distribution leaders are using FindBob to retain, attract and engage the right distribution talent. FindBob is the enterprise platform that connects advisors and agents within your firm’s closed marketplace while providing the Home Office with invaluable data and insight to identify talent gaps and tools to help manage risk. For more information, or to see how we can provide you deep learning on your distribution, please visit www.findbob.io.
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