Announcement: Broker Buddha AI (Public Beta)
Deliver An Unrivaled Digital Client Experience
Streamline insurance applications and renewals.
Increase client loyalty.
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JOIN THE TOP INSURANCE AGENCIES USING BROKER BUDDHA
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insurance agencies
A Better Client And Broker Experience For...
Large and Mid-Market Businesses
Your most important clients deserve the best possible experience.
Small Commercial Businesses
Streamline your small business submission workflows to increase profitability.
Specialty Insurance Submissions
Move those tricky supplemental applications online to simplify your clients' experience.
Our Clients Love The Result
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"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
“We knew our clients were happy when the applications came back and without a peep.”
Tonya Westfall
Operations Manager
“If you’re bogged down doing things the way you always have, you’re not going to grow.”
Steve Miller
Innovation Lead
ABOUT OUR PRODUCT
Broker Buddha’s Flexible, Robust Technology Simplifies Your Workflows
3.5 Days
Receive applications from customers in 3.5 days.
1 Hour
Save one hour for every application processed.
SOLUTIONS OVERVIEW
The Future of Commercial Insurance
Meet Expectations at Every Touchpoint
Create deeper, meaningful connections that build trust and drive customer relationships.
Time To Grow Your Book
Increase productivity with reliable tools designed to streamline your processes.
Accelerate Response Time
Pre-filled applications, interactive smart forms, and speed up eSignature.
Automate the Mundane
Make your team’s job easier with a straightforward digital submission process.
key features
A Platform That Adapts To Your Needs
Interactive Smart Form Library
Numerous ACORD forms and carrier supplementals available in an easy-to complete online format.
Create applications by selecting forms from the Broker Buddha library, adding schedules, setting a due date, and customizing the confirmation message.
Keep forms simple by hiding and revealing questions and sections using the information you already provided.
We identify common questions across applications so your clients only need to answer questions one time.
Compare
Your Renewal Process WITH and WITHOUT Broker Buddha
WITH Broker Buddha
- An agency-branded digital experience
- Increase referrals
- New product innovation
- Improve employee morale
WITHOUT Broker Buddha
- Undistinguished in a competitive market
- Frustrated customers
- Paper forms, postage, long hours
- Time wasted on monotonous work
INSPIRE TRUST AND LOYALTY WITH BROKER BUDDHA
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