Impress Clients, Win More
Submissions for Small Businesses
or
The problem
A complex submission process is inefficient and drives client churn.
The solution
Use Broker Buddha's flexible, robust technology to standardize data capture online with integrated e-signature.
See How Broker Buddha Helps With...
New Business
Renewals
product use cases
New Business Submissions
A flexible, agency-branded digital client experience engagement platform that simplifies submissions.
For Producers
Qualify more opportunities faster
Simplifying data capture with Broker Buddha means you get completed submissions back faster and with fewer errors.
Weblinks
Publish submission links on your website to deliver a branded client experience that will impress new prospects.
Online Smart Forms with e-Signature
Our vast smart form library enables you to easily collect the client information and signatures you need.
Required Questions and Tooltips
Provide helpful prompts and requests to applicants that help them to answer their application questions faster.
For Account Executives
Get completed submissions faster
Standardized smart forms simplify data capture driving better quality submission data and allowing you to scale faster.
Standardized Client Intake Questionnaire
Create standardized intake questionnaires (or use ours) in order to drive better business decisions.
Mapped Fields
Use field mapping so that data can flow between carrier forms to prevent re-typing the same answer over and over.
e-Signature with Automated Reminders
Use our built-in automated system to schedule personalized messages and collect applicant signatures all on one platform.
product use cases
Renewal Submissions
An interactive, client-friendly process that simplifies renewal submissions
For Producers
Efficiently identify opportunities to expand your book
Using our online renewal process, it's easy to identify new exposures and the potential need for new lines or higher limits.
Pre-Renewal Questionnaires
Start the renewal process with tailored questions to assess whether or not more coverage is needed.
Upsell (In-Application and Post-Application)
Easily offer additional lines of business to expand your book, and help cover your agency against claims.
Automated Reminders
Eliminate the need to send nagging reminders by using our built-in automated system to schedule personalized messages.
For Account Executives
High efficiency / High retention
Using Broker Buddha helps reduce monotonous work for clients and agents resulting in a better experience for both.
Pre-Renewal Questionnaires
Start the renewal process with tailored questions to assess whether or not more coverage is needed.
Integrated NPS Survey
Get instant feedback about the state of your client relationships with a simple, one-question survey.
Multi-Carrier Submissions
Deliver submissions to multiple carriers with personalized messages using our quote request builder.
TAKE THE NEXT STEP IN DIGITIZING YOUR CLIENT ENGAGEMENT WITH BROKER BUDDHA
Our Clients Love The Result
"Now we have a way that makes it easy for clients to provide more complete information, and that can prompt valuable conversations."
Jeremy Perlman
Vice President