Instant speed-to-lead
Screen, SMS & warm transfer
Push leads to agents by screen, SMS, and warm phone transfer the moment they arrive — with shark-tank or first-to-claim modes when you want a race.
Speed-to-lead decides who wins. Most buyers go with the first agent to respond — boberdoo routes each lead to a licensed, available agent in under a second.
For agencies buying thousands of leads a month, the bottleneck isn't acquisition — it's what happens in the 60 seconds after a lead arrives.
Every minute a lead sits unrouted, your odds of contact fall off a cliff. By the time a producer picks it up manually, a faster competitor has already called.
A Florida auto lead lands with an agent who isn't licensed there. A high-intent Medicare lead goes to a P&C producer. Mismatched routing burns leads you already paid for.
Top closers cherry-pick and sit on volume; new agents starve. Without rules and caps, distribution becomes politics — and your blended ROI quietly collapses.
You can't see which vendor, line, or agent actually turns spend into policies. So you keep buying more leads instead of fixing the leaks in the funnel you already have.
Ingest leads from anywhere, apply your agency’s routing logic in milliseconds, and deliver each one to the best-fit agent — on screen, by SMS, or via warm transfer.
Pull in leads from any vendor, aggregator, or your own marketing — data leads and inbound calls — through one set of standardized endpoints.
Validate, dedupe, and scrub — then match each lead to the right agent by license state, line, territory, round-robin, caps, and performance.
The lead lands on the matched producer’s dashboard, phone, and CRM in seconds — with overflow rules so nothing ever sits unworked.
Stop stitching together spreadsheets, a dialer, and a CRM that was never built to distribute leads. boberdoo does it in one place.
Screen, SMS & warm transfer
Push leads to agents by screen, SMS, and warm phone transfer the moment they arrive — with shark-tank or first-to-claim modes when you want a race.
You decide who gets what
Round-robin, weighted, territory, license-state, and performance-tier distribution. Set daily caps so volume is spread the way you decide — not hoarded.
Turn your lead desk into a P&L
Run an internal marketplace: charge producers per lead, take pre-payments, set balances, and auto-bill with Stripe or Authorize.net.
Scrub before you distribute
Trigger TrustedForm, Jornaya, or LeadQC scrubs before a lead is ever distributed, with TCPA consent capture and full delivery records.
See what actually converts
See cost, contact rate, and close rate by vendor, line, state, and agent. Kill the lead sources that don’t convert and double down on the ones that do.
boberdoo is the hub
Two-way sync with Salesforce, GoHighLevel, Twilio, and your dialer or proprietary CRM. boberdoo is the hub — it never sits between you and your data.
When every lead reaches a licensed, available agent in under a second, contact and close rates climb — without buying a single extra lead.
Illustrative — we'll rebuild it around your agency's real contact, close, and premium figures during the demo.
Faster, fairer distribution turns leads you’re currently wasting into conversations, quotes, and bound policies — and gives you the reporting to prove which sources are worth scaling.
Yes. boberdoo standardizes inbound from virtually any lead vendor, aggregator, or your own marketing into one pipeline — then applies your routing rules regardless of source. You keep your vendor relationships; we handle distribution.
Routing decisions are made in well under a second. The matched agent gets the lead on their dashboard, by SMS, and via warm phone transfer essentially the moment it lands — which is what drives the jump in contact rates.
Absolutely. You can run an internal marketplace: set per-lead pricing, require pre-payments, enforce minimum balances, and auto-bill producers through Stripe or Authorize.net. Many agencies use this to make their lead desk profitable on its own.
Yes. You define rules so leads only route to agents licensed for that state and line. Combine that with territory, round-robin, daily caps, and performance tiers to control exactly who gets what.
boberdoo integrates two-way with Salesforce, GoHighLevel, Twilio, and most dialers and proprietary CRMs via API. It acts as the routing hub on top of your existing stack — your data stays yours.
Most agencies are routing live leads within days, not months. You get a dedicated onboarding specialist who configures your rules, connects your sources, and trains your team.
Book a live demo and we’ll route a sample of your real lead flow through boberdoo — by line, by state, by agent — so you can see the speed and fairness before you commit.
Prefer to talk? 800-776-5646 800-776-5646