Case Studies

Patriotic

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.

Atlantic Shield

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.

Borden Perlman

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.

Flury-Hinderks

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.

Weaver & Associates

California-based Weaver & Associates is using pre-filled forms to speed the insurance process and the vastly improved customer experience sets the agency apart.

Hilb Group

Senior Account Manager Kim Moles can be intimidated by new technology but our intuitive software and expert Customer Success team made things easy.

HUB International

Hub International agent Parker Christian uses the Broker Buddha platform to speed through detail-heavy work and get more time to grow his book.

Sage Underwriters

Chuck Holdren wanted his new firm to streamline the slow, painful insurance process, and embraced our platform to transform renewals and applications.

Top 10 Agency EPIC Brokers Chooses Broker Buddha.

EPIC Insurance Brokers & Consultants becomes the fifth Top Ten agency using our platform.

A commercial insurance agency carves out a healthy chunk of the fitness market.   

With their focus on fitness, Nexo brings valuable experience and expertise that translates into comprehensive, affordable coverage for their clients. But in an industry with many moving parts—literally and figuratively—the agency also realized that simplifying the application and renewal process would dramatically improve the customer experience. 

The category is niche. The desire to save time is universal.

GuardPro found itself facing the challenge of managing more accounts without significantly increasing overhead. Instead of simply adding additional staff in more locations, they looked to leverage technology and create new efficiencies.

A specialist in lawyer malpractice insurance stands out in the category

One of the items on his service upgrade list was eliminating the almost completely blank forms that were emailed to clients at renewal time. Not only were they time-consuming and inefficient, he didn’t like the message they conveyed about his own brand.

A commercial insurance agency enlists Broker Buddha to speed renewals.

“You have existing clients—business you’ve already earned—and you’re making them wade through a bunch of paperwork every year just to continue their coverage,” said McOmie. “It didn’t make any sense to me.”

An Arizona agency uses Broker Buddha to take command of renewals

Millward Agency

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.”

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.

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.