our Blog

Ask BB: Form Renewal Fields

Dear BB, My client is frustrated that they have to devote their attention to ALL OF THESE FORMS even though most of the time there are minimal changes to their business.

A Bold New Chapter for our Product and Website

Following over a year of client feedback sessions, design iterations, and hundreds of engineering hours, I’m so pleased to announce the next edition of the Broker Buddha platform.

Jason Keck

CEO / Co-Founder, Broker Buddha

Our first time at the CIAB 2022 Insurance Leadership Forum

We recently attended the Council of Insurance Agents and Brokers (CIAB)'s Insurance Leadership Forum and met with leading insurance agency executives from across the country—and the globe—during the five-day event.

Broker Buddha Makes Complicated Submissions Easy

Insurance agents who take advantage of Broker Buddha's platform can realize instant and substantial time savings while improving accuracy and decreasing response times.

A Recap of Our Innovation Conversations at the ITC Vegas Conference

Members of the Broker Buddha team were among the 30,000 insurance and tech industry executives at ITC. These are our takeaways.

The Best Broker Buddha Offsite Yet

This past week was super special. On Wednesday and Thursday last week, the entire Broker Buddha team participated in a company offsite. There was a lot to celebrate.

Proud Moment: SOC II, Type II

Data security has been a core value to us from day one, especially in our industry where the impact of a cyber breach can be catastrophic. That’s why I am extremely proud to announce that Broker Buddha is now SOC 2 Type II compliant!

Vertafore Launches Commercial Submissions at NetVU - CEO Take

‍‍All they did right...and the one big thing it’s missing.

Broker Buddha Announces New Funding Round - $5M led by SiriusPoint

10,000 Carrier Applications Converted to Smart Forms

Thanks to overwhelming demand in 2021, Broker Buddha reached a major milestone with more than 10,000 carrier applications converted into online Smart Forms. These applications represent over 200 lines of business and over 500 carriers, and thanks to this massive library, submissions on our platform doubled in 2021.

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.

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.

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.

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.

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.

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.

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.

Applied Systems Acquires EZLynx.

Broker Buddha CEO Jason Keck shares his thoughts on the Applied/EZLynx news and what it means for independent agencies.

Where does your Agency Management System fall short?

Nearly every agency owner asks me, “Which management system do you recommend? Because mine sucks.” Let's break down the reasons why.

Four ways being a dinosaur will cost your insurance agency.

Not only do dinosaurs become extinct, they're expensive. Here are four ways dinosaur tendencies cost money at commercial lines insurance agencies.

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.

Worthy Insurance

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

Insurance, software, change, surprises, shock, comedy.

Surprising your customers, even when it's positive and transformational change, is no laughing matter.

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.