Meet Tobi
An AI retention assistant for life insurance agents. Tobi watches every draft, catches missed payments, and writes the follow-up. You just approve.
Tobi watches the dates you can't.
Most carriers only flag the first missed draft. Tobi knows every client's draft day, asks you to confirm each one in the portal, and starts the clock the moment one comes back.
Ask anything about your book.
"Who's most at risk?" "Daniel paid." "Write Earl a short text." Tobi knows every client, policy, and draft date, and answers in plain English.
Nothing goes out until you say so.
Every text and email waits for your OK. Messages come from your own phone number and your own Gmail, so clients hear from you, not a call center.
No new number. No new CRM.
Bring your book from any CRM or spreadsheet. Tobi texts from your phone, emails from your Gmail, and on Pro, sees your WAVV calls.
Save one policy a month and Tobi pays for itself.
Basic
- Your whole book, watched every day
- Texts from your own phone
- Emails from your own Gmail
- Reminders, missed drafts, birthdays, yearly reviews
- Chat with Tobi on iPhone or computer
Pro For WAVV users
- Everything in Basic
- Connects to your WAVV dialer
- Calls logged on each client automatically
- Tobi knows who you've already reached
Every plan starts with a 14-day free trial. Cancel anytime. Extra agents in your agency are $67 a month each. Agency owners can put their own name and colors on Tobi.
Questions
Do I need a new phone number?
No. Texts go out from your own cell phone after you approve them, so clients see the number they already know.
Which CRMs does it work with?
Any CRM or spreadsheet that can export a CSV or Excel file. Tobi reads the columns itself, so names like "Billable Premium" or "Draft date: 21st" are fine.
Does Tobi need carrier reports?
No. Most carriers don't send ongoing reports, so Tobi reminds you to check each draft in the portal and records what you find. If you do get a report, you can upload it too.
Will it text clients without asking me?
Never. Every message waits for your approval. You can ask Tobi to change it, skip it, or approve a whole day's messages at once.
What about consent and opt-outs?
Tobi only messages clients who agreed to be contacted, which active clients usually do on their application. If a client asks to stop, Tobi stops.
Can my whole agency use it?
Yes. Each agent gets a private sign-in, and the agency owner can rebrand Tobi with the agency's name and colors.
Meet your Tobi.
We're opening Tobi to a small group of agents first. Send a DM with the word TOBI and we'll get you set up.
DM @agentbot_tobi