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Case Studies
Insurance Brokers of Arizona
At Insurance Brokers of Arizona (IBOAZ), Emmylou Grubbs wanted to get more renewals done in less time and enhance customer relationships. Our software was the solution.
Millward
Wade Millward, who spearheads operations at the agency, was quick to see how Broker Buddha could benefit the company. He knew that our application would dramatically speed the collection of information and let his agents work more efficiently.
Insurance applications and renewals without barriers
At her agency, Kicker Insures Me, Cardenas relies on a small but dedicated staff. The last thing she wants to do is force her team to spend time requesting information from clients which the client has already provided. But because the insurance industry uses PDFs as a way of storing data, and because text annotations on PDFs aren’t easily searchable, agents frequently can’t find the information they need, even when the client has already provided it.
Insurance policy renewals and applications without headaches
While being a new agency comes with its own set of challenges, the ability to create workflows from scratch was a genuine opportunity. Finding a better process for insurance applications and renewals led RPM to Broker Buddha. The platform became a key component in the effort to build an agency that moves information seamlessly while delivering a customer experience that leaves people thinking, “Wow, it’s never been this easy before.”
Taking the friction out of insurance policy renewals.
“…nobody wants to wait for anything anymore.” And when your target market is startup companies, many of them in the technology space, it’s even more critical that renewals are point-and-click instead of phone-and-fax.
A turn-key solution for commercial insurance pre-renewal operations.
After getting familiar with Broker Buddha and the seeing the efficiencies it creates, Tonya Westfall of Hilb Group knew it offered real advantages to both her agency and her clients. It also fit perfectly with the mandate at the agency to automate more processes throughout their business, and she knew that the opportunities for saving time, money, and human resources during the pre-renewal process were enormous.
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