Your Book of Business Shouldn't Go Cold.
BoB HQ keeps you connected with the clients you already worked so hard to earn—with timely, personal retention touches throughout the year.
Simple setup. Built for your existing book of business.
Client Retention
Your clients aren't leaving because you did a bad job. They're leaving because they forgot about you.
Insurance agents spend enormous time and money earning new clients, then often rely on memory, calendars, or scattered CRM tasks to stay in touch after the sale.
Months go by. Another agent calls. A renewal comes up. A client has a question. And suddenly the relationship you worked so hard to build is vulnerable.
The sale happens.
You enroll the client, solve the immediate need, and move on to the next appointment.
Life gets busy.
Follow-up calls, birthdays, check-ins, and annual touches compete with everything else on your calendar.
The relationship cools.
The client may still like you, but you're no longer top of mind when another insurance conversation happens.
Someone else gets the call.
Not because they served the client better. Because they happened to be the agent who stayed visible.
Connect your book.BoB handles the follow-up.
BoB HQ turns your existing client data into an ongoing retention system—without forcing you to build complicated workflows or replace the CRM you already use.
Connect your CRM
Connect your existing book of business so BoB HQ knows who your active clients are.
Choose your touches
Turn on the retention touches you want BoB HQ to manage throughout the client relationship.
BoB watches the calendar
BoB HQ determines which clients should receive each touch and when it should happen.
Your book stays warm
Clients hear from you consistently while you stay focused on serving clients and growing your business.
Other platforms give you tools to create workflows. BoB HQ gives insurance agents a retention system that's already built.
Built to keep your clientsconnected to you.
BoB HQ manages the retention touches that are easy to forget, hard to track, and too important to leave to chance.
Your client follow-up calendar, already built.
BoB HQ identifies which active clients should receive each retention touch and when—so the relationship keeps moving even when your calendar gets busy.
CRM-connected book tracking
BoB HQ works from your existing book of business instead of forcing you to rebuild it somewhere else.
Automatic client selection
BoB determines which active clients qualify for each touch so you don't have to manage lists manually.
Automatic scheduling
Retention activity is timed around the client relationship, not around whether you remembered to set a reminder.
Ringless voicemail delivery
Send personal voice touches through your connected delivery service without manually calling the entire book.
Simple status visibility
See what's active, what's ready, and what BoB is handling without digging through complicated workflows.
Built for insurance retention
This isn't a blank automation canvas. The system is designed around the relationship insurance agents have with their clients.
Keep your CRM.Add the retention layer.
BoB HQ is designed to work alongside the systems insurance agents already use. Your CRM remains your source of client data while BoB HQ adds the retention logic, timing, and follow-up.
BoB HQ reads the client information it needs from your connected CRM so your existing workflow stays intact.
BoB decides who needs a touch and when.
Your connected delivery service sends the personal retention touches BoB HQ has scheduled for the right clients.