# 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

JOIN THE TOP INSURANCE AGENCIES USING BROKER BUDDHA

## INSPIRE TRUST AND LOYALTY  WITH BROKER BUDDHA