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Submissions for Small Businesses

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ACORD - What's required?
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The problem

A complex submission process is inefficient and drives client churn.

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The solution

Use Broker Buddha's flexible, robust technology to standardize data capture online with integrated e-signature.

See How Broker Buddha Helps With...

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New Business

Producers
Account Executives
product use cases

New Business Submissions

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

For Producers

Qualify more opportunities faster

Simplifying data capture with Broker Buddha means you get completed submissions back faster and with fewer errors.
Weblinks

Publish submission links on your website to deliver a branded client experience that will impress new prospects.
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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.
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smart form library dashboard
Required Questions and Tooltips

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

client details grid

For Account Executives

Get completed submissions faster

Standardized smart forms simplify data capture driving better quality submission data and allowing you to scale faster.
Standardized Client Intake Questionnaire

Create standardized intake questionnaires (or use ours) in order to drive better business decisions.
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Questionarie section
Mapped Fields

Use field mapping so that data can flow between carrier forms to prevent re-typing the same answer over and over.
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mapping section
e-Signature with Automated Reminders

Use our built-in automated system to schedule personalized messages and collect applicant signatures all on one platform.

smart form library dashboard
product use cases

Renewal Submissions

An interactive, client-friendly process that simplifies renewal submissions

For Producers

Efficiently identify opportunities to expand your book

Using our online renewal process, it's easy to identify new exposures and the potential need for new lines or higher limits.
Pre-Renewal
Questionnaires

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

Questionarie section
Upsell (In-Application and Post-Application)

Easily offer additional lines of business to expand your book, and help cover your agency against claims.

coverage application section
Automated Reminders

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

For Account Executives

High efficiency / High retention

Using Broker Buddha helps reduce monotonous work for clients and agents resulting in a better experience for both.
Pre-Renewal
Questionnaires

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

Renewal fields section
Integrated
NPS Survey

Get instant feedback about the state of your client relationships with a simple, one-question survey.
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Multi-Carrier
Submissions

Deliver submissions to multiple carriers with personalized messages using our quote request builder.
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TAKE THE NEXT STEP IN DIGITIZING YOUR CLIENT ENGAGEMENT WITH BROKER BUDDHA

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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
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JOIN THE TOP INSURANCE AGENCIES USING BROKER BUDDHA
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WITH BROKER BUDDHA

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