How Broker Buddha Impacts Your Client Relationships

In a nutshell, increased time with clients fosters trust and strengthens long-term client relationships.

5 Reasons collecting exposure information on PDFs is bad for business

When CX is paramount to profits, why are insurance brokers still collecting exposure information—the potential risks associated with insuring an individual or entity—on PDFs? 

How Broker Buddha Helps Agents Leverage AI and Improve Their Business

Agencies have large customer data sets, but the issue surrounds their completeness. This is often due to the difficulty in capturing and ingesting clients' information and storing the data in a structured and usable format.

What does the future hold for InsureTech?

Core systems and software within the insurance sector will be more interconnected than ever. Much like Broker Buddha integrated with AMS360 through the power of APIs, broker operated, client-facing digital tools will connect directly into client systems to extract data, saving resources and time for brokers and clients by streamlining the collection of customer data.

The Enlightened Agency Pyramid: Level 4 - Digitize and Automate Workflows

Thoughtful insurance agencies have reorganized their operations to align with their customer segments; many have standardized core systems, some have standardized workflows, but only the 'enlightened' agencies have digitized and automated them.

The Enlightened Agency Pyramid: Level 3 - Standardizing Workflows

When the competition is fierce and the demand for efficiency is unceasing, standardizing workflows helps provide consistency and efficiency for sustained success.

The Enlightened Agency Pyramid: Level 2 - Standardizing Core Systems

Level two is about standardizing core systems, particularly agency management systems (AMSs), and how that offers a path to help agents improve efficiency and streamline their data processes through consistency.

The Enlightened Agency Pyramid: Level 1 - Organizing Around Customer Segments

Customers want their agents not just to understand their business but to serve as risk managers who can advise them on better and ways to protect their homes, cars, or business.

4 Operating Practices Used by the Most Enlightened Agencies - The Enlightened Agency Pyramid

Discover our Enlightened Agency pyramid to help guide your agency on its journey to digitalization and ensure you’re following digital best practices for the insurance industry.

An Interview with Acturis Co-CEO Theo Duchen: Why did we acquire Broker Buddha?

We sat down with Theo Duchen at Acturis to dig a little deeper into why they chose Broker Buddha, and their vision for our shared future. 

Client Insights: How Broker Buddha Enables Agencies to Win in a Competitive Market

Jason Keck

CEO / Co-Founder, Broker Buddha

Is your agency like a doctor's office?

The most painful part of a visit to the doctor is often the paperwork and administrative details. Is your renewal and application process as tedious and redundant?

It took a pandemic to make insurance go digital?

The changed nature of business during the pandemic has forced many insurance agencies to embrace technology. In the end, that's going to serve the industry well.

Labor Day: good. Paper forms for commercial insurance: bad.

As you power down for the long weekend, a quick reminder that paper forms—or clunky PDFs—are appreciated by, well, no one.

Do you like paper forms?

Back when these things happened, we went out on the streets to ask for some opinions on the ACORD 125.

Vertafore was acquired for how much?

Roper Technologies acquired Vertafore this past month. Our CEO, Jason Keck, weighs in on this news and the future of broker software.

FinTech Innovation Lab pays dividends.

The 12-week FinTech Innovation Lab program finished last week with Virtual Demo Day. We're excited to take what we learned from the experience to continue building and improving our platform.

For every insurance agent with kids who ask, "So what do you do all day?"

The pandemic has forced many agents to work from home. If your office colleagues now include young children, you're probably getting lots of questions. Our ebook for kids has answers.

I have coronavirus

Some thoughts about what it means to get sick or be around people who are...and what Broker Buddha is doing in the meantime.

This is big.

Broker Buddha Expands, Announces $4.5M Funding Round

Built In (Customer) Success

As a CEO, I believe that support and training don’t end after your first week... whether you are an employee or a customer with us. That would be crazy! We are always here to provide answers and take care of our clients.

What Happens When I Join Broker Buddha?

So you’ve decided to join us at Broker Buddha. Awesome! Now what? Unlike some platforms, starting with Broker Buddha includes a personalized training process. We want to ensure you are set up for success and fully understand each feature we offer so you get the most out of our platform.

Data Entry SUCKS!

Data entry REALLY sucks. No one ever wants to do it, but its such an important and fundamental part of the insurance application process. To be honest, I am not even sure what is considered the worst part of data entry. That it's boring, or that it’s a waste of valuable time. Time that you could be selling, consulting, and making a blueprint for the expansion of your operation. A bigger problem, is that because people dread data entry they often try to cut corners, put it off for too long, or do it incorrectly.

PDFs Are Dumb

I live my life with three core values...Adventure, Hospitality & Creativity. And while "going paperless" may be creative for some, I have a bigger goal. I want to eliminate PDFs.