Built for independent life insurance agencies

Who we serve

• Independent life insurance agencies running mortgage protection, IUL, final expense, or term
• IMOs and MGAs running downlines that need a shared acquisition layer
• Growth-stage agencies replacing 3–6 disconnected tools with one platform
• Solo producers scaling toward their first team of 5–10 agents

What changes when an agency runs on Bobbuilt

• First dial within 60 seconds of opt-in, not 6 hours
• Quiz funnels replacing raw lead forms, with 2–3x contact rates
• Per-source CAC visible to leadership in real time
• Voice AI handling first-touch and rebooks so producers stay on warm conversations
• Compliant call recording, DNC scrubbing, and consent capture baked in

How a typical engagement looks

• Week 1: Migrate funnels, wire integrations, calibrate Voice AI to the offer
• Week 2: Launch first paid traffic with attribution end-to-end
• Week 3–4: Iterate creatives, scripts, and routing on real data
• Month 2+: Tune for cost per issued policy, not cost per lead

Why agencies switch to us

• One platform replaces the CRM, dialer, calendar, and ad reporting glue
• Dedicated success manager who has actually run an agency
• No long-term contracts — month-to-month available
• Real, sourced benchmarks — not industry-average folklore

Case studies

We don’t publish fabricated logos. Customer stories go live as agencies opt in and as we can show real numbers with their permission. If you’d like a reference call before signing up, ask on your intro call and we’ll connect you with an agency running a similar offer.

Want to be featured?

If you’re already running on Bobbuilt and want to share your story, talk to your success manager or email the contact form at bobbuilt.io/contact. We’ll handle the writing — you just have to be willing to share the numbers.