# 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

## INSPIRE TRUST AND LOYALTY  WITH BROKER BUDDHA