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Case Studies

Case Studies

Capstone Group

Technology can upgrade the customer experience without diminishing the value of expert consultation. That's why Capstone Group, one of our newest clients, is using our platform.

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April 29, 2021

Case Studies

PSA

Forward-thinking agencies like PSA realize that spending less time on administrative work means more time to serve as expert advisors. That's one reason they recently started using our platform.

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April 21, 2021

Case Studies

CARE Risk Retention Group

Our client roster continues to expand. CARE, a medical malpractice insurance specialist founded by doctors, recently started using the Broker Buddha platform.

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April 20, 2021

Case Studies

Agile Insurance Services

Our client roster is expanding, as agencies seek insurtech solutions that deliver ROI. Here's why Agile Insurance Services has begun using our software.

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March 5, 2021

Case Studies

Advantage Partners Network

Advantage Partners Network is one of our newest customers. They introduced our software so the independent agencies they work with can spend less time on tedious administrative work—and more time on growth.

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March 4, 2021

Case Studies

MPL Risk

Our user numbers continue to grow. One of our newest customers is MPL Risk, a PA-based agency that is focused on delivering coverage in the complex healthcare category.

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March 2, 2021

Case Studies

Gaspar Insurance Services

Struggling to work with a new Agency Management System, not everyone at Gaspar Insurance Services was thrilled to start using Broker Buddha. But our intuitive platform and experts in Customer Support won them over.

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February 16, 2021

Case Studies

Top 100 Agency - Insurance Office of America-Innovation Group

Based in northern California, Steve Miller of IOA wants to transform the insurance process and is leveraging technology to make it happen.

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December 10, 2020

Case Studies

Worthy Insurance

Another innovative agency has joined our roster of users. We're pleased to announce that our software is worthy of Worthy.

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December 4, 2020

Case Studies

Top 100 Agency - Holmes Murphy

With its commitment to fostering a positive workplace culture and outstanding service, Holmes Murphy knew our software would provide valuable benefits to staff and clients.

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December 1, 2020

Case Studies

Davidson & Associates

A four-time winner of the IIABA Best Practices Award, this WA-based agency has national reach. We're proud to add them to our roster of users.

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November 30, 2020

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.

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July 28, 2020

Case Studies

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.

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July 16, 2020

Case Studies

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.

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June 17, 2020

Case Studies

Flury-Hinderks Insurance Agency

Bill Rowlen of Flury-Hinderks Insurance Agency chose Broker Buddha over other options for its superior functionality and intuitive nature, making the transition to using it seamless.

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May 21, 2020

Case Studies

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.

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May 7, 2020

Case Studies

Top 100 Agency - 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.

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April 16, 2020

Case Studies

Top 100 Agency - 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.

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April 13, 2020

Case Studies

Sage Underwriters

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

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January 14, 2020

Case Studies

Top 10 Agency EPIC Brokers Chooses Broker Buddha.

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

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November 26, 2019

Case Studies

Nexo

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. 

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September 6, 2019

Case Studies

GuardPro

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.

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August 8, 2019

Case Studies

PWS & Company

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.

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July 15, 2019

Case Studies

Shield National

“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.”

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June 10, 2019

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.

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May 31, 2019

Case Studies

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.

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May 29, 2019

Case Studies

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.”

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May 16, 2019

Case Studies

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.

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May 16, 2019

Case Studies

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.

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May 8, 2019

Case Studies

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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An engaging mix of stories related to our mission.
A resource to understand the insurance industry pain points and how they’re being solved.

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From The Blog

The Enlightened Agent Podcast, Kyle Samuel, Chief Operating Officer at McGriff

The Enlightened Agent Podcast, Kyle Samuel, Chief Operating Officer at McGriff

January 10, 2023
The Enlightened Agent Podcast, Muhannad Malki, Palestinian-American, Producer & Vice President at IOA

The Enlightened Agent Podcast, Muhannad Malki, Palestinian-American, Producer & Vice President at IOA

November 29, 2022
Our first time at the CIAB 2022 Insurance Leadership Forum

Our first time at the CIAB 2022 Insurance Leadership Forum

November 10, 2022

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