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Case Studies
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Capstone Group
Technology can upgrade the customer experience without diminishing the value of expert consultation. That's why Capstone Group, one of our newest clients, is using our platform.
PSA
Forward-thinking agencies like PSA realize that spending less time on administrative work means more time to serve as expert advisors. That's one reason they recently started using our platform.
CARE Risk Retention Group
Our client roster continues to expand. CARE, a medical malpractice insurance specialist founded by doctors, recently started using the Broker Buddha platform.
Agile Insurance Services
Our client roster is expanding, as agencies seek insurtech solutions that deliver ROI. Here's why Agile Insurance Services has begun using our software.
Advantage Partners Network
Advantage Partners Network is one of our newest customers. They introduced our software so the independent agencies they work with can spend less time on tedious administrative work—and more time on growth.
MPL Risk
Our user numbers continue to grow. One of our newest customers is MPL Risk, a PA-based agency that is focused on delivering coverage in the complex healthcare category.
Gaspar Insurance Services
Struggling to work with a new Agency Management System, not everyone at Gaspar Insurance Services was thrilled to start using Broker Buddha. But our intuitive platform and experts in Customer Support won them over.
Top 100 Agency - Insurance Office of America-Innovation Group
Based in northern California, Steve Miller of IOA wants to transform the insurance process and is leveraging technology to make it happen.
Worthy Insurance
Another innovative agency has joined our roster of users. We're pleased to announce that our software is worthy of Worthy.
Top 100 Agency - Holmes Murphy
With its commitment to fostering a positive workplace culture and outstanding service, Holmes Murphy knew our software would provide valuable benefits to staff and clients.
Davidson & Associates
A four-time winner of the IIABA Best Practices Award, this WA-based agency has national reach. We're proud to add them to our roster of users.
Patriotic
Rob Bowen wanted to make ACORD forms easier for his customers. Transforming complex paper forms and clunky PDFs into online smart forms makes clients happy and saves him time.
Atlantic Shield
Erik Loesch of Atlantic Shield wants to grow his book without feeling pressure to recruit more people. Our software saves his producers and account managers so much time that he can scale up without needing to constantly hire.
Borden Perlman
New Jersey-based Borden Perlman uses Broker Buddha to reduce the hours agents spend on administrative tasks, creating more time for high-level advisory work.
Flury-Hinderks Insurance Agency
Bill Rowlen of Flury-Hinderks Insurance Agency chose Broker Buddha over other options for its superior functionality and intuitive nature, making the transition to using it seamless.
Weaver & Associates
California-based Weaver & Associates is using pre-filled forms to speed the insurance process and the vastly improved customer experience sets the agency apart.
Top 100 Agency - HILB Group
Senior Account Manager Kim Moles can be intimidated by new technology but our intuitive software and expert Customer Success team made things easy.
Top 100 Agency - HUB International
Hub International agent Parker Christian uses the Broker Buddha platform to speed through detail-heavy work and get more time to grow his book.
Sage Underwriters
Chuck Holdren wanted his new firm to streamline the slow, painful insurance process, and embraced our platform to transform renewals and applications.
Top 10 Agency EPIC Brokers Chooses Broker Buddha.
EPIC Insurance Brokers & Consultants becomes the fifth Top Ten agency using our platform.
Nexo
With their focus on fitness, Nexo brings valuable experience and expertise that translates into comprehensive, affordable coverage for their clients. But in an industry with many moving parts—literally and figuratively—the agency also realized that simplifying the application and renewal process would dramatically improve the customer experience.
GuardPro
GuardPro found itself facing the challenge of managing more accounts without significantly increasing overhead. Instead of simply adding additional staff in more locations, they looked to leverage technology and create new efficiencies.
PWS & Company
One of the items on his service upgrade list was eliminating the almost completely blank forms that were emailed to clients at renewal time. Not only were they time-consuming and inefficient, he didn’t like the message they conveyed about his own brand.
Shield National
“You have existing clients—business you’ve already earned—and you’re making them wade through a bunch of paperwork every year just to continue their coverage,” said McOmie. “It didn’t make any sense to me.”
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