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.
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.
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.
Bill Rowlen of Flury-Hinderks chose Broker Buddha over other options for its superior functionality and intuitive nature, making the transition to using it seamless.
California-based Weaver & Associates is using pre-filled forms to speed the insurance process and the vastly improved customer experience sets the agency apart.
Senior Account Manager Kim Moles can be intimidated by new technology but our intuitive software and expert Customer Success team made things easy.
Our latest feature that makes the process of insurance faster: Dynamic Forms. No other platform has them.
We've updated our dashboard. Simpler and more intuitive, it lets users can get more done in even less time.
Learn more about Form Bundles, the newest feature on our platform, and how you can customize them for your agency.