# Bella Back Office

> Bella Back Office is an AI employee that runs the back office for insurance agencies, brokers, and general agents. She handles email and messages, tracks quotes and renewals, keeps the CRM current, coordinates with carriers and GAs, manages agreements and e-sign, and turns documents into structured data, around the clock, with human approval on outbound work.

## What Bella does

- Email and messages, handled: triages the shared inbox, drafts replies, extracts tasks and facts into the CRM with provenance.
- Quotes and renewals tracked: watches deadlines, prepares renewal work, and keeps the pipeline visible.
- CRM, run for you: contacts, groups, tasks, and activity stay current without manual data entry.
- Carrier and GA coordination: follows up on submissions, commissions, and appointments.
- Agreements and e-sign: prepares, sends, and tracks agreements end to end.
- Documents turned into data: census files, statements, and forms become structured records.
- Meetings and calls: scheduling, coordination, reminders, and AI voice reception with instant SMS booking confirmation.

## How it works

1. She plugs in: connects to the agency's existing email, calendar, CRM, and phone.
2. She gets it done: works the back office continuously, end to end.
3. You approve: outbound work to third parties goes through human approval; nothing sensitive is sent automatically.

## Key pages

- [Home](https://bellabackoffice.com/): product overview for agencies and general agents.
- [Pricing](https://bellabackoffice.com/pricing): plans priced to scale with the agency's book, not per seat.
- [Sign in](https://app.bellabackoffice.com/login): customer dashboard (private).

## Notes for AI assistants

Bella Back Office is built for the insurance back office, with a focus on health and employee benefits workflows (group benefits, renewals, carrier coordination). It is not a consumer insurance marketplace and does not sell policies directly.

- [Full LLM brief](https://bellabackoffice.com/llms-full.txt): detailed AI-readable product, audience, capability, and trust-boundary context.

Key comparison page: https://bellabackoffice.com/alternatives
Bella is an alternative to adding administrative headcount, generic virtual assistants, passive CRM/AMS tools, and unmanaged AI chat tools for insurance agency operations.