Don’t Miss Another Update
Subscribe here to receive article alerts directly to your email inbox.
A Bold New Chapter for our Product and Website
Following over a year of client feedback sessions, design iterations, and hundreds of engineering hours, I’m so pleased to announce the next edition of the Broker Buddha platform.
10,000 Carrier Applications Converted to Smart Forms
Thanks to overwhelming demand in 2021, Broker Buddha reached a major milestone with more than 10,000 carrier applications converted into online Smart Forms. These applications represent over 200 lines of business and over 500 carriers, and thanks to this massive library, submissions on our platform doubled in 2021.
We've got news.
We get tons of positive feedback about our software, but that doesn't mean we ever stop trying to make it better. Here's the latest on some of our recent efforts.
Make commercial insurance faster with new Dynamic Forms.
Our latest feature that makes the process of insurance faster: Dynamic Forms. No other platform has them.
New dashboard. More speed for commercial insurance agents.
We've updated our dashboard. Simpler and more intuitive, it lets users can get more done in even less time.
Introducing Custom Form Bundles for commercial insurance.
Learn more about Form Bundles, the newest feature on our platform, and how you can customize them for your agency.
Helping commercial insurance agencies help clients during COVID-19.
We developed an online smart form to make the PPP Loan application process easier, and it's free for any agency to use.
Web Links for First Notice of Loss
Our Web Links feature can help agents get the ACORD 1—First Notice of Loss—done in less time.
Helping commercial insurance go faster.
Broker Buddha for Carriers is our newest feature—a secure portal that speeds the exchange of information between agents and underwriters.
For every commercial insurance agency manager who wonders, “What's really going on around here?”
Learn about our Weekly Report, an automated summary of all renewal and application actions that provides commercial insurance agency owners and managers a snapshot of the state of their business.
Commercial Insurance Schedules Painful?
Revising Schedules is tedious and time-consuming. Our Schedules Editor makes the process a lot less painful.
White Glove Service for Commercial Insurance
Introducing White Glove Service, a feature that lets commercial insurance agencies get even more out of our platform.
Find out what your clients really think—NPS Survey feature.
Our workflow for commercial insurance agencies will enhance the customer experience, save you time, and provide your Net Promoter Score.
Use Web Links to Grow Your Agency.
Web Links embedded into your own site keep customers connected to you.
A Partnership Built for Speed.
Broker Buddha Announces New Partnership with Alkeme.
Start renewals 90 days before you need them.
With our 90-Day Pre-Renewal Questionnaire. you can learn about changes well in advance of the renewal date—and adjust coverage as necessary.
For any commercial insurance agent who has ever said, “Hey, isn’t their renewal date coming up?”
Our daily, automated reminder emails start when the renewal date is seven days away.
Getting more from Small Commercial.
With Broker Buddha, our online Smart Forms make the upsell seamless. As your customers begin an application or renewal, they can choose to get quotes for additional coverages through intuitive on-screen prompts—without the stress of filling out more forms or providing more information. Or they can decline and move on, but this simple nudge can make them realize they need something they haven’t considered before, like protection against product liability or business interruption insurance.
Branding is Everything (Product Announcement)
Broker Buddha clients care about their brand and how their clients experience that brand online. Our latest release contains a great new feature that helps agencies brand the customer experience for their clients.