The Enlightened Agent Podcast: Ed Page, President, Relation Insurance Services
Ed Page is an agency president who prioritized culture above all else.
July 5, 2021
Ed Page is an agency president who prioritized culture above all else.
July 5, 2021
Jeremy Perlman is a Vice President at CBIZ Borden Perlman and talks on this podcast about how he used a layup endorsement to help a transportation company stay in business during the pandemic.
June 21, 2021
Brad Hosket of Columbus-based Hosket Ulen talks about entering the insurance industry after a career in real estate and why the pandemic offered an opportunity to upgrade agency operations.
May 24, 2021
Jason Angus of VA-based The Hilb Group believes that when people grow, companies grow. Providing the resources that help teams do great work leads to success, and using technology to reduce the administrative workload is essential.
May 18, 2021
Christina Kelley is a process improvement guru who unabashedly believes there is always a better way to do things. With a professional career that includes previous roles with the Indianapolis Museum of Art and KPMG, she wants to keep improving the customer experience for G&A clients.
May 9, 2021
Greg Gamble is the Vice President for Client, Brokerage & Data Operations at Alliant Insurance Services. During his time in the industry, he has worked across the entire spectrum—agency, underwriter, carrier—and gives us his candid New Yorker take on all of it.
May 3, 2021
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.
April 29, 2021
Mike Shanahan is the Chairman, President and CEO of St. Louis-based HM Risk. An industry veteran with an entrepreneurial streak, Mike shares his thoughts on how the business has changed and some of the critical moments in his career.
April 25, 2021
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.
April 21, 2021
Our client roster continues to expand. CARE, a medical malpractice insurance specialist founded by doctors, recently started using the Broker Buddha platform.
April 20, 2021
Patrick Kinney is the Executive Vice President, Enterprise Distribution Management, at Travelers. He combines decades of experience with a passion for finding ways to make the insurance process seamless for agents, customers, and carriers.
April 19, 2021
Jeff Gallimore is the Chief Operating Officer, US National Accounts, at Zurich North America. He has a track record of building successful teams by empowering people and providing the tools that help them succeed. He shares his thoughts on how the industry has changed, and what changes still need to happen.
April 12, 2021
Enlightened agents are innovative. In this episode, we talk to David Carpentier of Assurely. His company is introducing new insurance products to meet the challenges of emerging and next-gen business models.
April 5, 2021
In the debut episode of The Enlightened Agent podcast, Broker Buddha CEO Jason Keck is joined by the CEO of Founder Shield, Benji Markoff. Listen to find out why Markoff and his company try to make insurance fun—seriously—and how they leverage technology to improve the customer experience.
March 25, 2021
Did the world need another podcast? Maybe not. But we think the world of insurance did, especially when it's a podcast that focuses on the work great agents do. Hear conversations with some of best in the business and the people who work with them on The Enlightened Agent—the first three episodes are available now.
March 23, 2021
Our client roster is expanding, as agencies seek insurtech solutions that deliver ROI. Here's why Agile Insurance Services has begun using our software.
March 5, 2021
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.
March 4, 2021
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.
March 2, 2021
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.
February 16, 2021
Broker Buddha CEO Jason Keck shares his thoughts on the Applied/EZLynx news and what it means for independent agencies.
January 27, 2021
Nearly every agency owner asks me, “Which management system do you recommend? Because mine sucks.” Let's break down the reasons why.
January 5, 2021
Not only do dinosaurs become extinct, they're expensive. Here are four ways dinosaur tendencies cost money at commercial lines insurance agencies.
December 22, 2020
Based in northern California, Steve Miller of IOA wants to transform the insurance process and is leveraging technology to make it happen.
December 10, 2020
Another innovative agency has joined our roster of users. We're pleased to announce that our software is worthy of Worthy.
December 4, 2020
Surprising your customers, even when it's positive and transformational change, is no laughing matter.
December 2, 2020
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.
December 1, 2020
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.
November 30, 2020
It's not easy to pull off conferences in 2020, but last week's TechAssure Virtual Summit was immersive and engaging. When it comes to meeting virtually, TechAssure raised the bar.
October 27, 2020
We get tons of positive feedback about our software, but that doesn't mean we ever stop trying to make it better. Here's the latest on some of our recent efforts.
October 16, 2020
The most painful part of a visit to the doctor is often the paperwork and administrative details. Is your renewal and application process as tedious and redundant?
October 13, 2020
The changed nature of business during the pandemic has forced many insurance agencies to embrace technology. In the end, that's going to serve the industry well.
September 21, 2020
Whether you're hoping to sell to a family member, a longtime employee, or an outside buyer, make sure the agency you leave is positioned for the future.
September 15, 2020
The NPS has become the dominant tool when companies are analyzing vendors. Agencies that use the Broker Buddha platform get higher scores because they care about constantly improving the customer experience.
September 8, 2020
As you power down for the long weekend, a quick reminder that paper forms—or clunky PDFs—are appreciated by, well, no one.
September 4, 2020
Back when these things happened, we went out on the streets to ask for some opinions on the ACORD 125.
August 28, 2020
Roper Technologies acquired Vertafore this past month. Our CEO, Jason Keck, weighs in on this news and the future of broker software.
August 25, 2020
In this unprecedented era, find out some of the ways smart commercial insurance agencies are working to serve clients now and position themselves for the future.
August 20, 2020
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.
July 28, 2020
Our latest feature that makes the process of insurance faster: Dynamic Forms. No other platform has them.
July 24, 2020
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.
July 16, 2020
Not everyone loved our name at first, but it definitely helps people remember us. Leader's Edge says that puts us in good company.
July 16, 2020
The 12-week FinTech Innovation Lab program finished last week with Virtual Demo Day. We're excited to take what we learned from the experience to continue building and improving our platform.
July 3, 2020
The pandemic has forced many agents to work from home. If your office colleagues now include young children, you're probably getting lots of questions. Our ebook for kids has answers.
June 30, 2020
CEO Jason Keck shares his thoughts on social justice in this country, the discussions inside our company, and how he plans to be a part of positive change.
June 23, 2020
We've updated our dashboard. Simpler and more intuitive, it lets users can get more done in even less time.
June 18, 2020
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.
June 17, 2020
Nobody can predict the future exactly, but there's no doubt we're in for some dramatic change. Smart agencies are preparing for it now by embracing technology.
June 3, 2020
Activity on our platform is increasing and we're adding experienced insurance professionals in Customer Success.
May 28, 2020
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.
May 21, 2020
Even in uncertain times, our platform is gaining traction—usage has tripled in recent months.
May 19, 2020
Chief Revenue Officer Sean Harvey offers his thoughts on the sales process during this current time, and why the most tech-enabled agencies are positioned for success.
May 15, 2020
In February, we were selected for the Accelerator program at BrokerTech Ventures (BTV). We caught up with Susan Hatten, COO at BTV, and John Jackovin, Executive Director of the BTV Accelerator.
May 12, 2020
After a rigorous selection process, we were invited to participate in FinTech Innovation Lab New York, Class of 2020. We're looking forward to working with this organization and finding new ways to refine our platform to make it even more valuable for our users.
May 7, 2020
California-based Weaver & Associates is using pre-filled forms to speed the insurance process and the vastly improved customer experience sets the agency apart.
May 7, 2020
We're not the only ones touting the importance of building a digital agency.
April 17, 2020
Senior Account Manager Kim Moles can be intimidated by new technology but our intuitive software and expert Customer Success team made things easy.
April 16, 2020
Learn more about Form Bundles, the newest feature on our platform, and how you can customize them for your agency.
April 16, 2020
Hub International agent Parker Christian uses the Broker Buddha platform to speed through detail-heavy work and get more time to grow his book.
April 13, 2020
CEO Jason Keck hosted a free webinar last week with some top commercial insurance professionals. Watch it to find out how your colleagues are managing during these challenging times.
April 9, 2020
It's an unprecedented situation. Here's what we're doing to ensure that Broker Buddha continues to serve its customers and its community.
April 7, 2020
We developed an online smart form to make the PPP Loan application process easier, and it's free for any agency to use.
April 5, 2020
Our Web Links feature can help agents get the ACORD 1—First Notice of Loss—done in less time.
March 27, 2020
As commercial insurance agencies work to serve clients during the coronavirus crisis, the brokers with the right tools are building better relationships by handling more requests efficiently.
March 24, 2020
On Friday, March 27th, we're hosting a webinar with three agency leaders to share information that will help others navigate through the coronavirus pandemic.
March 23, 2020
Some thoughts about what it means to get sick or be around people who are...and what Broker Buddha is doing in the meantime.
March 20, 2020
Broker Buddha for Carriers is our newest feature—a secure portal that speeds the exchange of information between agents and underwriters.
March 10, 2020
I came to Broker Buddha from the tech world and had lots of preconceived notions about the world of insurance. Turns out most of them were wrong.
March 3, 2020
BrokerTech Ventures, backed by some of the leading independent agencies in the United States, chose us for their InsurTech 2020 Accelerator following our presentation during their Selection Series program. Things are moving fast—it starts on March 2nd.
February 27, 2020
Our take on Travelers latest quarter and how price pressure could help commercial insurance agencies in the year ahead.
February 5, 2020
Learn about our Weekly Report, an automated summary of all renewal and application actions that provides commercial insurance agency owners and managers a snapshot of the state of their business.
February 4, 2020
Revising Schedules is tedious and time-consuming. Our Schedules Editor makes the process a lot less painful.
January 30, 2020
We're adding new users and features every day—and growing our development team to continue making our platform as powerful as possible.
January 28, 2020
We're out to make the exchange of data between carriers and brokers seamless—it's a win-win.
January 16, 2020
Chuck Holdren wanted his new firm to streamline the slow, painful insurance process, and embraced our platform to transform renewals and applications.
January 14, 2020
Commercial insurance agencies can be slow to change. The renewal and application process is one example. My question: why?
January 8, 2020
Introducing White Glove Service, a feature that lets commercial insurance agencies get even more out of our platform.
December 11, 2019
A brief summary of what the Indio acquisition means for the insurance industry.
December 5, 2019
We'll tell you about our online smart forms for commercial insurance agencies later. Today, let's talk about Thanksgiving.
November 27, 2019
EPIC Insurance Brokers & Consultants becomes the fifth Top Ten agency using our platform.
November 26, 2019
Our workflow for commercial insurance agencies will enhance the customer experience, save you time, and provide your Net Promoter Score.
November 13, 2019
In the future, more of your clients will be millennials. And they'll expect technology to make buying insurance easier.
November 7, 2019
Commercial insurance renewals happen faster when customers get answers quickly.
November 5, 2019
Web Links embedded into your own site keep customers connected to you.
October 16, 2019
With our 90-Day Pre-Renewal Questionnaire. you can learn about changes well in advance of the renewal date—and adjust coverage as necessary.
September 25, 2019
Our daily, automated reminder emails start when the renewal date is seven days away.
September 18, 2019
With Broker Buddha, our online Smart Forms make the upsell seamless. As your customers begin an application or renewal, they can choose to get quotes for additional coverages through intuitive on-screen prompts—without the stress of filling out more forms or providing more information. Or they can decline and move on, but this simple nudge can make them realize they need something they haven’t considered before, like protection against product liability or business interruption insurance.
September 13, 2019
Broker Buddha clients care about their brand and how their clients experience that brand online. Our latest release contains a great new feature that helps agencies brand the customer experience for their clients.
September 6, 2019
If you’re a CEO, a CFO, a General Counsel, or a Risk Manager, you know the value of an agent who is enlightened vs one that is mediocre. We want you to tell us about the smart broker who spotted a dangerous gap in your old coverage. The expert who changed your carrier to secure a more affordable policy. The one who made the whole process of applying for commercial insurance way easier than it ever was in the past.
September 6, 2019
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.
September 6, 2019
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.
August 8, 2019
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.
July 15, 2019
“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.”
June 10, 2019
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.
May 31, 2019
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.
May 29, 2019
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.
May 16, 2019
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.”
May 16, 2019
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.
May 8, 2019