Broker Buddha Lite

Commercial Lines ACORDs as simple as it gets

The problem

ACORD forms for commercial lines are over complicated

The solution

A standalone solution that captures customer information and populates ACORD forms.

The experience for your clients is simple and easy.

PRICING

$99 / month

Includes General Liability, Property, Workers Compensation, and Umbrella.

ACORD Forms: 125, 126, 130, 131, 140

1 Agency Branded Portal

Customize your portal to truly deliver your agency's brand promise online.

5 Agency User Logins / Unlimited Client Accounts

You can add additional users for $19.99 per month.

Integrated eSignature

Get your ACORD forms (and any other form) signed at the time of submission.

Completing ACORD forms is painful work

What's really required?

Not every question is required for a submission. How do you know what an underwriter needs to get you a quote?

What values can I enter?

Certain questions expect certain answers. How do you know the choices you have?

What do the codes mean?

Some questions require answers with a code. How do you know what the codes mean?

Not insured friendly

Agents need to collect most of the information from their clients but the forms are not insured friendly.

Separate intake required

Agents mainly collect information through email, phone calls, and questionnaires and then have to copy the information to their AMS or directly to an ACORD.

Conditional responses

Some answers to questions require additional information that can't be forced on a PDF.

Enlightened ACORDs simplify intake

Get completed submissions faster

Broker Buddha will automatically determine the questions to display and the ACORD forms to generate based on the lines of business selected by your client.

Tooltips

Helpful tooltips ensure you get the right information.

Mapped Fields

Field mapping ensures data flows between forms to prevent re-typing the same answer over and over.

Required Questions

Required fields ensure you get all the necessary information.

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