Case Studies

Borden Perlman of New Jersey adds efficiency with Broker Buddha.

A family-owned agency based in the Garden State combines a 105-year history with forward thinking and a commitment to constant improvement.

A 70-year history. But positioned for the future.

Bill Rowlen of Kansas-based Flury-Hinderks is reshaping the agency with technology that creates efficiency and improves the customer experience.

Third-Generation California Broker Embraces Next-Gen Solution

Dana Dattola brings family history to the insurance business—she leads an agency founded by her grandfather. But she is always looking forward, and has embraced technology that makes Weaver & Associates more efficient and productive.

Commercial insurance veteran uses technology to speed renewals.

This Senior Account Manager at Hilb Group of West Virginia is embracing our platform and using it to deliver a better customer experience.

Online smart forms transform work for this commercial insurance agent.

Parker Christian of Costello & Sons, part of HUB International, embraced the Broker Buddha platform and a more efficient, less time-consuming way of getting detail-heavy work done.

"The insurance journey has rarely been pleasant."

Chuck Holdren of Sage Program Underwriters always thought the insurance industry made the application and renewal process too difficult. Shortly after launching his new firm, he turned to Broker Buddha to help him change that.

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 - The father embraced technology. So have the sons.

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.