Capstone Group Embraces Broker Buddha Platform to Streamline Underwriting Process

With its personalized, custom approach to client service, Pennsylvania-based Capstone Group looks to leverage technology that will improve the onboarding and renewal process for their clients.

“We understand that the value we bring to clients is our customized solutions, proactive communication, and hands-on customer service model.” remarked Kevin Fox, Managing Partner at Capstone. “But with the increasing trend towards digital and online marketplaces, we began exploring ways to integrate technology into our process in order to optimize the client experience without sacrificing our consultative values. Broker Buddha has helped us develop a platform that enables us to deliver the best of both worlds by creating a digital insurance-buying process that allows our advisors to be involved every step the way.”

Forward-thinking insurance brokerages across the country, including Capstone Group and five of the Top Ten agencies, are turning to the Broker Buddha platform to save time, eliminate errors, and provide a serious upgrade to their customer experience. If you want to learn more about how our software can help your agency, schedule a demo at a time that’s convenient for you.

Welcome Capstone Group!

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