How to Configure a Form – make the form template your own to never have to configure a form in an application again
How to Create a Form - create your own form that will only be available for your Agency. This can be an intake, auto-renewal, subjectivity questionnaire, etc.
Smart Form Digitization Request - if you cannot find a Smart Form in our Smart Form Library, for a cost, you can request the form to be digitized by our team.
What is an Application?
The term application within Broker Buddha stands for a form or set of forms created to send to an insured
There are 3 different types of Insured Facing Applications:
New Business
Renewal
E-Signature
There are 2 types of Renewal Prep applications:
New Business
Renewal
E-Signature
Why create a Prior Year application?:
Entering last years application data will allow you to see a comparison report once the renewal is submitted.
A Form Bundle can be two or more forms used together frequently
If you frequently use forms together you will want to create a form bundle
For a particular type of renewal i.e., Lawyers Professional Liability Renewal – PL Renewal, Attorney Roster, Claim Supplement
For additional forms you want to add to every application i.e., attachments and notes, client instructions, client feedback form
If a form you use frequently has a question that prompt an additional form i.e., If you answer yes to this question, you must complete this additional supplemental
If you go to market frequently and switch between different Carrier supplementals you can create a bundle that only shows 1 form and has additional forms hidden from the insured
Configurations in Form Bundles are independent of configurations of an individual form
It is important to note that all Upsell and Web Links are automatically created as Form Bundles
Upsell
Feature that allows clients to add additional lines of coverages at renewal
Ability to upsell/cross-sell a client on additional lines of coverage at the end of their application
Figure out which LOB you want to upsell, then figure out which forms you want the insured to complete if selected
Web Link
A Web Link is a public URL that can be added to your Agency website for potential customers to begin an Application and can be used in a variety of ways
If you want allow the insured to select more than 1 Web Link from multiple categories i.e., Individual Commercial Lines, Individual Personal Lines, Commercial Packages
WORKFLOW STEPS
Renewal Workflow
New Business Workflow
E-Signature Workflow
RESOURCES
Guided in-platform training
Click "Guided Help" as shown on the right side in the image below to access guided in-platform training.