Broker Buddha API

Our RESTful API supports CRUD actions for core objects

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The problem

Moving data between systems is time consuming, error prone and just plain boring!

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The solution

Broker Buddha's API allows you to pull data from and push data to Broker Buddha applications.

What can you do with our API?

Sync Customer & Contact Data

Out-of-date information will slow your team down and manually updating information in two places is a waste.  Broker Buddha’s API allows you to sync customer and contact data between your CRM or AMS and Broker Buddha.  

Programmatically Create and Pre-fill Applications in Broker Buddha

Many opportunities require that you get completed apps from customers.  Broker Buddha’s API allows you to automate the creation oft hose apps in Broker Buddha, pre-filling those apps with data you already have & sharing those apps with the right contact.

Retrieve Application Data On Submission

It’s one thing to have the data and documents you need. It’s another thing to have it in the right place.
Broker Buddha’s API allows you to retrieve data and documents so you can store them in your preferred system of record (e.g. data warehouse, AMS, ImageRight)

What can you do with your data?

Populate Your Data Warehouse

Get all your data in one place by importing submission data. We give you submission data you wouldn’t otherwise have access to in a structured way.

Benchmark Your Customers

Augment your customer data to support benchmarking by importing submission data from Broker Buddha.

Connect with Carriers

Maximize your investment in carrier connectivity infrastructure by reading data from Broker Buddha to populate your submissions.

JOIN THE TOP INSURANCE AGENCIES USING BROKER BUDDHA
reviews

Our Clients Love The Result

"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
Explore Use Case
“We knew our clients were happy when the applications came back and without a peep.”

Tonya Westfall

Operations Manager
Explore Use Case
"If you’re bogged down doing things the way you always have, you’re not going to grow."

Steve Miller

Innovation Lead
Explore Use Case

"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
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INSPIRE TRUST AND LOYALTY
WITH BROKER BUDDHA

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