FindBob refreshes brand

FindBoB has rolled out a new brand identity and website, positioning itself as a retention and growth platform for insurance and financial services companies. 

The new messaging emphasizes AI-powered tools for monitoring advisor retention risk, increasing engagement, identifying growth opportunities, and managing succession and book-of-business transitions. The company previously presented itself primarily as a transition-management platform.

Founded in 2015, FindBob has raised $1.3 million from investors including Grinnell Mutual, the Global Insurance Accelerator, Ames Seed Capital, Loyal VC, and MaRS Investment Accelerator Fund.

In 2019, Farmers Mutual Hail expanded its FindBob-powered FMH Bridge platform nationwide, allowing agencies to find opportunities to buy, sell, or partner on books of business. More recently, Kovack Financial Network launched a private succession platform developed with FindBob for its approximately 400 advisors.