boberdoo review for insurance agencies: pricing, lead routing and integrations
boberdoo is lead distribution software. Its Agency Campaign setup lets busy insurance agencies take in leads from many vendors, check them for repeats and quality, then route them to producers by rotation, weight, state or hours.
Agencies can also charge producers for leads from prepaid balances. The monthly fee depends on daily lead volume, with unlimited users.
- Best for
- High-volume agencies that buy leads from many vendors and route or sell them to producers
- Price
- From $1,075 a month, by daily lead volume
- Free trial
- No. A live demo built on a sample of your own leads
- Lead intake
- Vendor posts and ping/post, web forms, calls, Zapier and EverQuote auto leads
- Assignment
- Round robin, weighted, priority, by state or by hours
- Texting and calling
- Routes calls and sends lead alerts through your Twilio account. It doesn't call or text consumers
- Agency systems
- No AMS connections. Delivers to CRMs such as Salesforce and Velocify
- Contract
- Month to month
Our take
boberdoo is a lead router for an agency or upline that buys leads in volume from several vendors and hands them to many producers. Every lead is checked, matched by rules and logged, then sent to your CRM or dialer.
The demo runs on your own leads, and the smallest volume tier is the usual first plan.
It's not a CRM or dialer, and the platform fee is high for a small agency.
Pros
- Routing in rotation, by weight, by state or by schedule, with a log of each match
- Duplicate checks at intake and per buyer, plus LeadQC scoring for suspicious leads
- Consent language, TrustedForm certificates and Jornaya tokens travel with each lead
- Cost, contact and close reports by agent, state, line and vendor
- Producers can be charged for leads from prepaid balances
- Unlimited users, and month-to-month terms
Cons
- Fees start above $1,000 a month and rise with volume
- Not a CRM or dialer, so follow-up happens elsewhere
- No agency management system connections
- Setup and monthly fees aren't refunded
Plans and pricing
One platform with unlimited users and outbound deliveries. The monthly fee depends on your average inbound actions a day, meaning each lead, ping, post, call or click that comes in.
| Inbound actions a day, up to | Monthly fee |
|---|---|
| 25Smallest tier | $1,075 |
| 100 | $1,175 |
| 250 | $1,275 |
| 500 | $1,375 |
| 1,000 | $1,475 |
| 2,500 | $1,575 |
| 5,000 | $1,775 |
| 10,000 | $1,975 |
Prices as of October 2026, from boberdoo.com/pricing, based on a 30-day month. Tiers keep rising to $11,375 for 8 million actions a day, and above that is quoted.
Other fees
| Item | Price |
|---|---|
| Setup | $250 one time |
| LeadQC quality scoring | $0.20 a lead |
| Consulting or custom work | $195 an hour |
| Portals on your own domain | $3,500 one time |
| Remove the boberdoo footer | $2,500 one time |
Good to know before you buy
- Fees can rise 5% a year after the first 12 months.
- Invoices are due in 7 days, with a $100 late fee.
- Calls and texts use your own Twilio account, billed by Twilio.
Getting started
Book a live demo
boberdoo runs it on a sample of your own lead flow.
Add your sources
The Source Wizard sets up each website, lead vendor or ping/post vendor.
Add producers and rules
Set who gets which leads, and whether producers prepay for them.
Connect delivery
Send leads to your CRM, dialer or email by API or webhook.
Train the team
Weekly free classes, help articles and videos.
A dedicated onboarding specialist sets up the account, usually within days. Support is by ticket.
Lead intake
Each source is set up as a website, a direct vendor or a ping/post vendor. Ping/post means a vendor first sends a preview, you bid or accept, then the full lead follows.
- Ways leads come in
- Vendor posts and API, ping/post, web forms, inbound calls, Zapier or by hand
- Lead vendors
- EverQuote auto leads connect directly. Other vendors post by API
- Duplicates
- Checked at intake by lead type, fields and look-back period, and again per producer
- Bad leads
- LeadQC scores each lead 0 to 100 on more than 30 checks and holds suspect leads. Producers can ask for returns with a reason
- Consent
- Consent wording, TrustedForm certificates and Jornaya LeadID tokens travel with the lead
Assignment rules
Round robin
Leads rotate among eligible producers.
Weighted
Some producers get a bigger share than others.
By state
Filters send each lead only to producers who take its state.
By hours
Producers get leads only during the hours they set.
Priority and price
Pick by priority, best price or earnings per lead when you sell leads on.
- If nobody qualifies
- The lead goes to an unmatched list to fix and reprocess, assign by hand or leave
- Calls
- Cap live calls, charge by the minute and pass unanswered calls to the next producer
- Who got what
- Logs show every delivery attempt, response and error
Follow-up and calling
boberdoo delivers leads, calls and lead alerts to producers. Calling and texting consumers happen in your CRM or dialer, which its terms leave to you.
- Status updates
- CRMs and sales systems can send lead status back by API or webhook
- Do Not Call
- A local Do Not Call list rejects matching numbers before delivery
- Outside checks
- Contact Center Compliance and Blacklist Alliance screen leads
- Nurture partners
- Mav, Verse.io and Pipes.AI follow up by text or call
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| EverQuote Auto | Lead vendor | Built in | Ready-made source with fields mapped |
| Titan forms | Forms | API | Form fields post to a boberdoo address |
| Salesforce | CRM | API | Leads go out with your field mapping |
| Velocify and GoHighLevel | CRM | API | Leads go out, and GoHighLevel can send status back |
| Monday.com | Work management | API | Leads go out |
| Twilio and SIP trunking | Phone | Built in | Calls and texts run through your own account |
| Mav, Verse.io and Pipes.AI | Nurture | Built in | Text and call follow-up, with live transfers |
| TrustedForm and Jornaya | Consent | Built in | Consent records are saved with the lead |
| Contact Center Compliance and Blacklist Alliance | Compliance | Built in | Outside Do Not Call and litigator checks |
| LeadQC | Lead quality | Add-on | Scores leads before routing |
| Stripe and Authorize.net | Payments | Built in | Producers prepay and top up lead balances |
| AWS S3 and Google Sheets | Data export | Built in | Scheduled reports and encrypted exports |
| Zapier | Automation | Zapier | Brings Facebook leads in and sends data out |
Zapier's webhook step needs a paid Zapier plan.
Reporting
Reports you get
- Lead source kept on every lead
- Sales, declines and refunds by source
- Contact and close rates plus lead cost, split by agent, state, line or vendor
- Matched and unmatched leads
- Calls and transfers by hour
- Producer billing and balances
- Scheduled reports by email, FTP, S3 or Google Sheets
What users say
Themes from user reviews, as of October 2026.
What users like
- Flexible real-time routing
- Custom routing and delivery
- Reliable automation and service
- Deep settings
- Flexible reports and custom deliveries
- Buyer balances and billing controls
- Global search and the newer Version 6 look
What users dislike
- Steep learning curve and jargon
- Navigation that isn't simple
- Large reports that load slowly or time out
- Custom work costs extra
- Older requests for better mobile and white-label options
Contract and cancellation
- Term
- One month unless your order says otherwise, then month to month
- Renewal
- Renews each month. Fees can change with 30 days written notice
- Refunds
- Setup and monthly fees aren't refunded
- Your data
- Arrange its return before you cancel. Access ends at once, and data is deleted unless you asked in writing
- Data kept
- Personal details up to 30 days, lead records without them up to 365 days
From boberdoo's client terms and conditions. The pricing page says month to month and cancel anytime, and the terms add a one-month first term.
boberdoo alternatives
- ActiveProspectSelf-Service from $10 a month, plus per leadPay per transaction to check and route leads
- ConvosoQuote onlyA call center platform that calls leads as they arrive
- AgentCubedQuote onlyA CRM that routes by license and territory
- LeadSquaredFrom $60 a user per month, billed yearlyA CRM with routing and follow-up in one
See every option in insurance lead management software.
Frequently asked questions
How much does boberdoo cost for an agency?
The platform fee starts at $1,075 per month and rises with your daily inbound actions, plus a one-time setup fee.
Is boberdoo a CRM?
No. It takes in, checks and routes leads, then delivers them to your CRM or dialer.
What happens to a lead no producer qualifies for?
It goes to an unmatched list, where an administrator can fix the cause and reprocess it or assign it by hand.
Does boberdoo have a free trial?
No, but it offers a live demo built on a sample of your own leads.
Can I cancel boberdoo any time?
Yes. It runs month to month after the first term.
How we researched this review. We based this review on the pricing, terms and product pages published by boberdoo, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan boberdoo quit selling or a contract term that reads different now, let us know and send the link to the page where boberdoo has it. Somebody here pulls up that page and checks it before we change anything on ours.