Deliver The Highest Quality Of Service

For Large and Mid-Market Businesses (Your Highest Value Clients)

BOOK A DEMO

The problem

The renewal submission process for your biggest clients is exhausting.

The solution

A simple, easy-to-use, agency-branded online experience that inspires trust and loyalty.

See How Broker Buddha Helps With...

New Business

Producers

Account Executives

Renewals

Producers

Account Executives

product use cases

New Business Submissions

A flexible, agency-branded digital client engagement platform that simplifies submissions

For Producers

Win more business by providing your clients with a better experience

Reduce the effort it takes your clients to get you exposure information and signed documents.

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Online Smart Forms with e-Signature

Our vast smart form library enables you to easily collect the client information and signatures you need.

Tooltips and Comments

Provide helpful prompts and requests to applicants that help them to answer their application questions faster.
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Question Assignment

Assign application questions to specific members of client organizations in order for responses to come from the correct source.
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For Account Executives

Get completed submissions faster

Turnaround happens in days as opposed to weeks, with many submissions completed within only one day using Broker Buddha.

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Online Smart Forms with e-Signature

Digitize your process by building insurance application forms and collecting applicant signatures all in one area.

Mobile-friendly Interface

Clients can update submissions and sign them from anywhere at any time.
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Automated Reminders

Eliminate the need to send nagging reminders by using our built-in automated system to schedule personalized messages.
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product use cases

Renewal Submissions

An interactive, client-friendly process that simplifies renewal submissions

For Producers

Delivering better coverage for clients (while expanding your book)

Quickly and efficiently manage renewals, plus ensure that your clients have all of the coverage they need using Broker Buddha.

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Insurance Coverage Review Questionnaires

Start the renewal process with tailored questions to assess whether or not more coverage is needed.

Field Mapping

Common questions across multiple applications only need to be answered once.

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Upsell (In-Application and Post-Application)

Create custom questions that enable your clients to add or decline lines of coverage, and cover your agency against claims.

For Account Executives

High quality / High satisfaction

Your customers will appreciate how efficient the renewal process is using Broker Buddha.

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Pre-Filled Online Smart Forms

Clearly recognizable prior year values on renewal application forms means less time spent hunting down old information.

Renewal Fields

Highlighted exposure fields ensure that clients always update key information that impacts rates.

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Integrated
NPS Survey

Get instant feedback about the state of your client relationships with a simple, one question survey.
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TAKE THE NEXT STEP IN DIGITIZING YOUR CLIENT ENGAGEMENT WITH BROKER BUDDHA

BOOK A DEMO

Clients

Our Clients Love The Result

"The platform brings an enhanced customer experience, and a faster renewal process that is far less time-consuming."

Ellen Willadsen

Chief Innovation Officer

READ THE STORY

JOIN THE TOP INSURANCE AGENCIES USING BROKER BUDDHA

INSPIRE TRUST AND LOYALTY
WITH BROKER BUDDHA

Book a demo

Deliver The Highest Quality Of Service

For Large and Mid-Market Businesses (Your Highest Value Clients)

The problem

The solution

See How Broker Buddha Helps With...

New Business

Renewals

New Business Submissions

For Producers

Win more business by providing your clients with a better experience

Online Smart Forms with e-Signature

Tooltips and Comments

Question Assignment

For Account Executives

Get completed submissions faster

Online Smart Forms with e-Signature

Mobile-friendly Interface

Automated Reminders

Renewal Submissions

For Producers

Delivering better coverage for clients (while expanding your book)

Insurance Coverage Review Questionnaires

Field Mapping

Upsell (In-Application and Post-Application)

For Account Executives

High quality / High satisfaction

Pre-Filled Online Smart Forms

Renewal Fields

IntegratedNPS Survey

TAKE THE NEXT STEP IN DIGITIZING YOUR CLIENT ENGAGEMENT WITH BROKER BUDDHA

Our Clients Love The Result

Ellen Willadsen

INSPIRE TRUST AND LOYALTYWITH BROKER BUDDHA

Integrated
NPS Survey

INSPIRE TRUST AND LOYALTY
WITH BROKER BUDDHA