Every report your business already needs
Pre-built pipeline, GMV, buyer/seller, and motivation reports — the insight to run your business unit, without a BI team standing between you and the answer.
One chart, two timeframes
The Summary Total report shows what's open right now, by stage — total value or weighted value, with count and average time-in-stage below. Switch to Projection to see the same pipeline by expected close date, monthly or quarterly.
See how the team is doing, stage by stage
Every case rolls up to its owner, color-coded by pipeline stage. Management sees who's ahead; each team member sees exactly where they stand against the group — total value and weighted value, side by side.
Every call, email, and meeting, tallied automatically
Completed activities logged on a case roll up by team member, for the last 30 days by default. Filter by date range, activity type, or user to see who's actually driving cases forward.
Four report sets, covering the whole program
Stage summaries, ownership, projections, and activity — for open and active cases.
Gross movable value across the book — what's in motion, and what it's worth.
Who's on each side of every match, and where each pairing stands.
Why advisors are exploring a move, aggregated across the program.
Everything the advisor lifecycle needs
Risk, engagement, and transition — every feature connected in one system, for both sides of the relationship.
Built alongside the firms that run it
Every block is shaped with the home offices and advisors who use it every day.
"FindBob has been a tremendous and collaborative partner in bringing to life and customizing this extensive platform so that Raymond James advisors can fully benefit from this comprehensive offering."
"It's exciting to work with a vendor as experienced as FindBob, but who still brings a fresh resource to the insurance industry. Many of our agents are in either acquisition mode or approaching retirement, and this provides a great way to expand their options beyond their personal network."
"Providing value-added support to our agency partners is a key strategy at FMH. Looking for opportunities to grow or develop a transition plan for a book of business can be challenging for agents, and this tool is meant to ease that process as well as facilitate easier business transitions for customers."
"When your clients know you're gone, they're motivated to look for someone else — the advisors in the marketplace know you're gone too, and they're motivated to get your client. How long is your client going to stay with your practice?"
Enterprise scale, or your first building block. Same platform.
Works with the tools your firm already uses
E-signature, accounting, and AI — connected in minutes.
