Route Planner for Insurance Agents

Bodha is a route planner for insurance agents and field service teams that builds your fastest route in seconds, with notes and proof on every stop.

Avg. cost reduction
25 %
Faster route planning
3 X
On-time delivery rate
98 %

Trusted by 1,000+ businesses

More time with clients and claims, less behind the wheel

Bodha sequences every client visit or claim into the fastest order in seconds, so you spend less time driving and fit more into the day.

Without Route Planner
With Route Planner
Fuel image

20 -30 %

average fuel savings

calendar

$400 +

Saved monthly

map image

20 +

More stops per day

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1 Hour

Less driving time

No credit card  required. Start optimizing routes in seconds.

The fastest order for the whole day

Real roads, real timing.

Bodha sequences every client visit or claim into the quickest route in seconds, around each appointment window and real road drive times.

Optimize a full day across one route or a team

Real road distances and drive times, not straight lines

Appointment windows so you arrive when expected

Re-optimize on the fly when a visit is added or moved

Notes and proof, captured at the door

Document every visit.

Get your route and stop details on your phone, and capture inspection notes, photos, and a signature at each visit.

Turn-by-turn navigation to every stop

Photo, note, and signature capture per visit

Timestamp and location logged automatically

Works offline, syncs when signal returns

CLIENT & CLAIM CRM

Notes and history on every stop.

Keep each client's or claim's address, contacts, and notes in one place, on the route and on your phone.

Profiles with contacts, access notes, and visit history

Lock your office or home as the start of the route

Import your book of clients or claims list from CSV or Excel

Add stops by typing, paste, or camera scan

Standing routes and a live team view

For regular visits and adjuster teams.

Set a cadence for clients you see regularly, and for a team, see every adjuster live and balance the day across them.

Recurring schedules for renewals, reviews, and regular routes

A calendar with a load view to balance heavy days

Live location and progress for a team of adjusters

Reassign or reroute when the day changes

From client or claim list to optimized route in six steps

From your client list to a finished route, in six steps. Setup takes under an hour, and you’ll see results on day one.

Set your start.

Lock your office or home as the origin.

02

Add windows and notes.

Set appointment windows and drop access notes on each stop.

03

Optimize the route.

Bodha sequences the day into the fastest order in seconds.

04

Drive and document.

Get turn-by-turn navigation and capture notes and proof at each stop.

05

Adjust on the go.

Re-optimize instantly when a stop is added, moved, or dropped.

06

Ready to streamline your Insurance and field operations?

No credit card required · 7-day free trial · Cancel anytime

A route planner built for insurance professionals

Bodha fits the way Insurance businesses actually runs: Optimized routes, client and claim records, proof of visit, and a team view, all in one tool.

More visits a day.

The fastest order across every stop means more clients or claims and less windshield time.

Windows respected.

Routes are sequenced to hit appointment windows, not just the shortest line.

Notes where you need them.

Contacts, access details, and history ride on every stop.

Document every visit.

Photos, notes, and a signature captured at the door.

Routing and scheduling together.

Optimize one-off days or run recurring routes, in one tool.

Fast and affordable.

Import your list and you're optimizing the same day, priced for solo pros and teams.

Our Mission: Make Every Delivery Count

Bodha was built to fix the chaos dispatch teams deal with every day. Manual spreadsheets, constant driver calls, no visibility into delivery status, and customers asking for updates.

So we built what last-mile teams actually need. We help delivery businesses of all sizes, from solo drivers to fleets managing dozens of vehicles, plan better routes, dispatch faster, and keep customers informed.

The goal is simple. Make delivery operations faster, leaner, and more profitable

Founded
2024
Active Users
10 K+
Team Users
1000 +
Daily Deliveries
100 K+

Certified & Compliant

SOC 2 Certified

GDPR Compliant

256-bit SSL

99.9% Uptime SLA

Team Collaboration

Built for solo pros and teams

Plan, service, and track in one place, whether it’s just you or a growing operation.

For Insurance Agents

The command center for scheduling and routing the day.

For Adjusters & Inspectors

A simple app to run the route and log each visit.

For Firms & Managers

The reports to keep accounts on cycle and costs down.

Faster route planning

100 %

Technician status

10 +

Office calls reduced

43 %

Loved by delivery teams

Join thousands of businesses growing with Bodha.

The route adjusts on its own when things change. If a big order comes in late or the kitchen is running behind, Bodha reshuffles everything automatically. I don't have to ring the driver or manually move deliveries around. Customer notifications go out without anyone doing anything extra. Planning time has dropped a lot and each driver is getting through twice the drops they used to.

Johnathan D FreshBite Catering

The automated texts are what made the biggest difference for us. Customers get a message in the morning telling them roughly when the truck is coming, and the second the driver marks the pickup done they get a confirmation with a photo and timestamp. Before this we had no way to prove a pickup happened if a customer disputed it. Now it's all right there. Our support calls dropped massively and the drivers don't have to explain themselves to dispatch anymore either.

Marcus V Grubswift Waste Collection

Our lads were carrying two devices to every single drop, 1st phone for the route and a separate scanner for the parcels. I asked Bodha if they could build the scanning straight into the app. Thought they'd say it's on a waiting list. Instead they had it done in a few weeks for us. Drivers just use the phone camera now, scan the parcel, done. We got rid of the old scanner hardware altogether which saved us a fair bit on its own.

Brett C PrimeHVAC Solutions
Guides & Resources

Expert advice for running a better delivery operation.

HVAC & Plumbing
Emergency Dispatch for HVAC and Plumbing: How to Route Urgent Calls to the Right Tech

Emergency Dispatch for HVAC and Plumbing: How to Route Urgent Calls to the Right Tech

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HVAC & Plumbing Route Planning Software: Fit More Service Calls Into the Day

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Waste Collection Fleet Tracking: How to Get Real-Time Visibility

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Waste Collection Route Planning Software: How to Cut Missed Pickups and Fuel Costs

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Trucking
Truck Route Optimization vs Google Maps: Why Fleets Need More Than Free Navigation | Bodha Route Planner

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Let’s start by giving Google Maps its due, because most articles on this topic skip straight to the beating. Google…
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Trucking
Trucking Route Planner: Plan Smarter Routes and Cut Fuel Costs

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There are two ways a truck route goes wrong, and most fleets only worry about one of them. The first…
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Snow Removal
Snow Plow Dispatch Software: How to Coordinate Multiple Trucks During a Storm | Bodha Route Planner

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It’s 2 a.m., eight inches are coming down, and you’ve got ten trucks somewhere out there in the dark. One…
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Snow Removal
Snow Removal Route Planner: Plan Storm-Ready Routing for Plowing and Salting Crews | Bodha Route Planner

Snow Removal Route Planner: Plan Storm-Ready Routing for Plowing and Salting Crews | Bodha Route Planner

Snow removal is one of the few service businesses where the whole job can change between when you go to…
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Pest Control
Pest Control Route Planning Software: Optimize Technician Schedules & Recurring Service Routes | Bodha Route Planner

Pest Control Route Planning Software: Optimize Technician Schedules & Recurring Service Routes | Bodha Route Planner

If you run a pest control company, you already know the routing rarely goes exactly to plan. That’s the problem…
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Pest Control
Pest Control Scheduling Software: How to Stop Missing Recurring Treatments

Pest Control Scheduling Software: How to Stop Missing Recurring Treatments

Every pest control owner knows the number that actually matters isn’t how many new customers you signed this month. It’s…
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Lawn Care
Lawn Care Route Planning Software: Save Time & Fuel | Bodha Route Planner

Lawn Care Route Planning Software: Save Time & Fuel | Bodha Route Planner

Lawn Care Route Planning Software: How to Cut Windshield Time and Keep Every Mow on Schedule Quick answer: Lawn care…
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Lawn Care
Lawn Care Scheduling Software: Never Miss a Mow | Bodha Route Planner

Lawn Care Scheduling Software: Never Miss a Mow | Bodha Route Planner

Lawn Care Scheduling Software: How to Manage Recurring Clients Without Missing a Mow Quick answer: Lawn care scheduling software tracks…
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Frequently Asked Questions

Everything you need to know about Bodha. 

A route planner for insurance agents is software that sequences a day of client visits into the most efficient driving order. Bodha maps your book of clients, plans the fastest route around your appointment windows, and keeps notes and history on every client, so you spend less time driving and more time writing and servicing policies.

Insurance field service route optimization sequences your claims or inspections into the shortest practical route using real road drive times, while respecting each appointment window. Bodha re-optimizes on the fly when a stop is added, moved, or dropped, so adjusters and inspectors keep moving through a changing day.

Yes. Bodha is a route planner for insurance field service, from a solo independent adjuster to a firm running a team of inspectors. You group nearby claims, optimize routes, capture inspection notes, and track the team from one dashboard.

Yes. At each stop you can capture photos, notes, and a signature, logged with a timestamp and location, even offline. That gives agents and adjusters a clear record of every visit.

Yes. Paste a list of addresses or import a CSV or Excel file, and Bodha geocodes every one, flagging any it can't place so nothing is silently dropped.

Yes. Bodha runs recurring schedules for renewals, policy reviews, and regular client routes, shows who's due on a calendar, and turns it into an optimized route.

On the road every day? Plan it with Bodha.

Optimized routes, client and claim records, proof of visit, and a team view, sent straight to your phone.