Manage Complicated Submissions With Ease... Without PDFs
For Specialty Submissions
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The problem
Specialty line submissions (e.g., cyber, executive risk, and cannabis) are difficult for clients to complete.
The solution
Our online smart forms with integrated e-signature replace lengthy PDFs, printers, and scanners.
See How Broker Buddha Helps With...
New Business
Renewals
New Business Submissions
A flexible, agency-branded digital client engagement platform that simplifies submissions
For Producers
Win more new business by simplifying data and signature capture
Deliver an agency-branded online experience to inspire trust and loyalty and quickly grow your book of business.
Agency-Branded Portal
Incorporate your logo and custom colors to create a consistent, branded digital presence.
Personalized Messaging
Configure copy in the platform so that the client experience is fully yours.
Online Smart Forms with Integrated e-Signature
Our vast smart form library enables you to easily collect the client information and signatures you need.
For Account Executives
Get completed submissions faster
Provide your clients with a better experience using tools designed to create a smooth, streamlined submission process.
Conditional Logic
Keep forms simple by hiding and revealing questions and sections using the information you already provided.
Hidden Sections and Fields
Simplify ACORD and multi-coverage forms by hiding questions and sections that don't apply to your customer.
Mapped Fields
Use field mapping so that data can flow between carrier forms to prevent re-typing the same answer over and over.
Renewal Submissions
An interactive, client-friendly process that simplifies renewal submissions
For Producers
Retain demanding clients with complex insurance needs
We can help pre-fill applications so that your clients simply need to update exposures and e-sign.
Agency-Branded Portal
Incorporate your logo and custom colors to create a consistent, branded digital presence.
Mobile-Friendly Interface
Clients can update submissions and sign them from anywhere at any time.
Pre-Filled Online Smart Forms
Clearly recognizable prior year values on renewal application forms means less time spent hunting down old information.
For Account Executives
Faster Responses / Time Savings
Get submissions completed in record time and become an indispensable asset to your clients.
Pre-Filled Applications
Clearly recognizable prior year values on renewal application forms means less time spent hunting down old information.
Renewal Fields
Highlight exposure fields, show prior year values, and ensure clients update values before submitting.
Comparison Report
Use our comparison report to quickly see differences between applications and easily identify changes.
TAKE THE NEXT STEP IN DIGITIZING YOUR CLIENT ENGAGEMENT WITH BROKER BUDDHA
Our Clients Love The Result
"If you’re bogged down doing things the way you always have, you’re not going to grow."
Steve Miller
Innovation Lead
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