Deliver The Highest Quality Of Service
For Large and Mid-Market Businesses (Your Highest Value Clients)
or
The problem
The renewal submission process for your biggest clients is exhausting.
The solution
A simple, easy-to-use, agency-branded online experience that inspires trust and loyalty.
See How Broker Buddha Helps With...
New Business
Renewals
product use cases
New Business Submissions
A flexible, agency-branded digital client engagement platform that simplifies submissions
For Producers
Win more business by providing your clients with a better experience
Reduce the effort it takes your clients to get you exposure information and signed documents.
Online Smart Forms with e-Signature
Our vast smart form library enables you to easily collect the client information and signatures you need.
Tooltips and Comments
Provide helpful prompts and requests to applicants that help them to answer their application questions faster.
Question Assignment
Assign application questions to specific members of client organizations in order for responses to come from the correct source.
For Account Executives
Get completed submissions faster
Turnaround happens in days as opposed to weeks, with many submissions completed within only one day using Broker Buddha.
Online Smart Forms with e-Signature
Digitize your process by building insurance application forms and collecting applicant signatures all in one area.
Mobile-friendly Interface
Clients can update submissions and sign them from anywhere at any time.
Automated Reminders
Eliminate the need to send nagging reminders by using our built-in automated system to schedule personalized messages.
product use cases
Renewal Submissions
An interactive, client-friendly process that simplifies renewal submissions
For Producers
Delivering better coverage for clients (while expanding your book)
Quickly and efficiently manage renewals, plus ensure that your clients have all of the coverage they need using Broker Buddha.
Insurance Coverage Review Questionnaires
Start the renewal process with tailored questions to assess whether or not more coverage is needed.
Field Mapping
Common questions across multiple applications only need to be answered once.
Upsell (In-Application and Post-Application)
Create custom questions that enable your clients to add or decline lines of coverage, and cover your agency against claims.
For Account Executives
High quality / High satisfaction
Your customers will appreciate how efficient the renewal process is using Broker Buddha.
Pre-Filled Online Smart Forms
Clearly recognizable prior year values on renewal application forms means less time spent hunting down old information.
Renewal Fields
Highlighted exposure fields ensure that clients always update key information that impacts rates.
Integrated NPS Survey
Get instant feedback about the state of your client relationships with a simple, one question survey.
TAKE THE NEXT STEP IN DIGITIZING YOUR CLIENT ENGAGEMENT WITH BROKER BUDDHA
Clients
Our Clients Love The Result
"The platform brings an enhanced customer experience, and a faster renewal process that is far less time-consuming."
Ellen Willadsen
Chief Innovation Officer