White Glove Service
We deliver first-class change management to create accountability and drive results.
The problem
Adopting technology and changing processes is hard.
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The solution
Broker Buddha combines people and technology to migrate data and manage adoption.
What Is White Glove Service?
It ensures you get a smooth ride with us and the biggest return on your investment possible.
Data Entry
Never pre-fill another application again. Simply provide us with completed versions of previous client applications and our team will load the answers into the platform.
Reporting
Every month, we'll let you know which agents are using the platform for their upcoming renewals. And which ones could use a nudge.
Project Management
We know change is hard, so our White Glove Service includes a dedicated project manager to help with onboarding, data migration and reporting.
How Service Can be Useful for different categories of the business
Small Commercial New Business
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Small Commercial Renewals
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Mid Market Commercial New Business
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Mid Market Commercial Renewals
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Specialty Lines Submissions
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Submissions with Carrier Apps
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Our Clients Love The Result
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Jeremy Perlman
Vice President
"Now we have a way that makes it easy for clients to provide more complete information, and that can prompt valuable conversations."
Tonya Westfall
Operations Manager
"We knew our clients were happy when the applications came back and without a peep."
Steve Miller
Innovation Lead
"If you’re bogged down doing things the way you always have, you’re not going to grow."