Broker Buddha API
Our RESTful API supports CRUD actions for core objects
The problem
Moving data between systems is time consuming, error prone and just plain boring!
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The solution
Broker Buddha's API allows you to pull data from and push data to Broker Buddha applications.
What can you do with our API?
Sync Customer & Contact Data
Out-of-date information will slow your team down and manually updating information in two places is a waste. Broker Buddha’s API allows you to sync customer and contact data between your CRM or AMS and Broker Buddha.
Programmatically Create and Pre-fill Applications in Broker Buddha
Many opportunities require that you get completed apps from customers. Broker Buddha’s API allows you to automate the creation of those apps in Broker Buddha, pre-filling those apps with data you already have & sharing those apps with the right contact.
Retrieve Application Data On Submission
It’s one thing to have the data and documents you need. It’s another thing to have it in the right place.
Broker Buddha’s API allows you to retrieve data and documents so you can store them in your preferred system of record (e.g. data warehouse, AMS, ImageRight)
Supported Endpoints
Swagger documentation available here
What can you do with your data?
Populate Your Data Warehouse
Get all your data in one place by importing submission data. We give you submission data you wouldn’t otherwise have access to in a structured way.
Benchmark Your Customers
Augment your customer data to support benchmarking by importing submission data from Broker Buddha.
Connect with Carriers
Maximize your investment in carrier connectivity infrastructure by reading data from Broker Buddha to populate your submissions.
Our Clients Love The Result
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Jeremy Perlman
Vice President
"Now we have a way that makes it easy for clients to provide more complete information, and that can prompt valuable conversations."
Tonya Westfall
Operations Manager
"We knew our clients were happy when the applications came back and without a peep."
Steve Miller
Innovation Lead
"If you’re bogged down doing things the way you always have, you’re not going to grow."