He's here for the messy stuff — whether you're a solo producer tracking your own commissions and chargebacks, or an agency owner watching overrides, staff costs, and production across your whole team. One honest book, one real P&L, every week.
No card to start. One producer book per account. See plans. Running an agency? Tour the Agency plan.
Same honest ledger underneath — scaled to whether it's just you, or a whole team.
Your book, your numbers. Log every case's commission and chargeback, track daily dials through sales, and see net profit after real costs — lead spend, E&O, all of it.
See the whole team's book in one place — overrides, staff costs, and production rolled up across every producer — without per-case software fees eating the margin.
Sign up with your email and your book is created on the account — not on shared spreadsheets.
Enter in your Cases (client, carrier, premium, status, FYC, chargebacks) and the work (dials, appointments, sits, sales). Enter manually or upload your existing files.
After your FREE 14 day trial, SUBSCRIBE! Producer is $29/mo. Producer Plus is $39/mo. Agency is $79/mo. No contract — cancel anytime, and nothing you've entered is ever deleted.
Issue-paid FYC, lapses, and remaining balance on every case. Net is commissions minus chargebacks minus the real cost of the week.
Bump today's dials, appointments, presentations, and sales from the desk. The funnel is the work, not a slide.
Lead vendors, staff, E&O, CRM — categorized so you can see cost per issued case, not a pile of receipts.
FYC per sale, cost per dial, persistency. Built for producers who buy leads and want to know if the source is still worth it.
Solo, supercharged, or a whole team. Pick your level. Every plan gives you one clean book of business.
Solo producers running their own book, and agency owners tracking production and cost across a whole team. Same ledger underneath — the Agency plan just adds staff costs, overrides, and roll-up numbers across everyone.
Sign up with your email — no card required. You get full Producer Plus-level access for 14 days, including the Commission Calculator and Analytics, no matter which plan you pick at signup — so you can see the more robust version of BOB before deciding. After 14 days, you'll need to subscribe to keep using your book, and your plan determines which features stay unlocked; nothing you've entered is ever lost while you decide.
Yes. Upload a CSV or Excel file, match its columns to BOB's fields with a simple mapping screen, and your clients, cases, and commission history come in without retyping everything.
Every case tracks issue-paid FYC alongside any chargebacks against it, so your net profit always reflects commissions minus chargebacks minus real costs — not just gross commission.
No contract. Cancel anytime from the Subscribe tab's "Manage Billing" link (Stripe's secure billing portal) — your clients, cases, and commission history are never deleted, so everything's still there if you resubscribe later.
Go to the Subscribe tab and click "Manage Billing" — that's the same Stripe billing portal link used for cancelling, and it also lets you update your card on file and view past invoices.
Yes. Go to the Subscribe tab and pick a different plan. Switching takes effect right away, and Stripe adjusts the difference on your next invoice — there's no lock-in period.
Payments aren't refundable, but you can cancel anytime and keep access through the end of the month you've paid for. If you think you were charged in error, send it through the Feedback tab or email us and we'll look into it. See our Terms for details.
Nothing is deleted. Cancelling just pauses access to the app until you subscribe again — your clients, cases, commission history, and everything else you've entered is still sitting there waiting for you.
Your book is tied to your account only — it's not a shared spreadsheet, and other producers or agencies can never see your clients, commissions, or numbers.
No — BOB is independent software built for any licensed producer, regardless of carrier. It's not affiliated with or limited to any one company.
On iPhone or iPad:
On Android:
Bob's icon will show up right on your home screen, and it'll open full-screen just like any other app — no need to open your browser or type in the address again.
Email support@getbob.agency — whether you're thinking about signing up or you're already a customer. Inside the app you can also use the Feedback tab.
Not sure which plan fits, or curious how something works before you start? Send us a note and we'll get back to you by email.
Already a customer? You can also use the Feedback tab inside BOB.