Frequently Asked Questions

What makes clients respond so quickly when they get applications through Broker Buddha?

How long does it typically take for clients to respond when they get applications through Broker Buddha?

How much time will agents save on each application they process?

How do we know if the ACORD, Carrier Supplemental or other forms we need are in your library of online smart forms?

Can we create and customize our own smart forms?

Will our clients know they are using a third-party application? Will we be able to customize the platform with my agency branding?

What about new business? Can we leverage the platform to grow our book?

When agents set up message templates, can they be personalized?

Can agents send multiple quote requests at once?

How do our clients sign applications?

What about all the data we have right now? How do we enter that into the platform when we begin using Broker Buddha?

Can we see how active our agency team is on the platform?

What kind of reporting is available?

Can we easily track the status of an insurance renewal or application?

If clients need tech support related to using Broker Buddha, will our agents need to provide it?

What is your onboarding process?

Can someone walk us through the software and how it works?