our Blog

How Broker Buddha Impacts Your Client Relationships

In a nutshell, increased time with clients fosters trust and strengthens long-term client relationships.

5 Reasons collecting exposure information on PDFs is bad for business

When CX is paramount to profits, why are insurance brokers still collecting exposure information—the potential risks associated with insuring an individual or entity—on PDFs? 

How Broker Buddha Helps Agents Leverage AI and Improve Their Business

Agencies have large customer data sets, but the issue surrounds their completeness. This is often due to the difficulty in capturing and ingesting clients' information and storing the data in a structured and usable format.

What does the future hold for InsureTech?

Core systems and software within the insurance sector will be more interconnected than ever. Much like Broker Buddha integrated with AMS360 through the power of APIs, broker operated, client-facing digital tools will connect directly into client systems to extract data, saving resources and time for brokers and clients by streamlining the collection of customer data.

Product Announcement: Broker Buddha's New RESTful API Unveiled!

Our newly developed API empowers agencies to use technology to perform actions in, retrieve data from, and input data into the Broker Buddha platform.

The Enlightened Agency Pyramid: Level 4 - Digitize and Automate Workflows

Thoughtful insurance agencies have reorganized their operations to align with their customer segments; many have standardized core systems, some have standardized workflows, but only the 'enlightened' agencies have digitized and automated them.

The Enlightened Agency Pyramid: Level 3 - Standardizing Workflows

When the competition is fierce and the demand for efficiency is unceasing, standardizing workflows helps provide consistency and efficiency for sustained success.

The Enlightened Agency Pyramid: Level 2 - Standardizing Core Systems

Level two is about standardizing core systems, particularly agency management systems (AMSs), and how that offers a path to help agents improve efficiency and streamline their data processes through consistency.

The Enlightened Agency Pyramid: Level 1 - Organizing Around Customer Segments

Customers want their agents not just to understand their business but to serve as risk managers who can advise them on better and ways to protect their homes, cars, or business.

4 Operating Practices Used by the Most Enlightened Agencies - The Enlightened Agency Pyramid

Discover our Enlightened Agency pyramid to help guide your agency on its journey to digitalization and ensure you’re following digital best practices for the insurance industry.

An Interview with Acturis Co-CEO Theo Duchen: Why did we acquire Broker Buddha?

We sat down with Theo Duchen at Acturis to dig a little deeper into why they chose Broker Buddha, and their vision for our shared future. 

Enlightened ACORDs: The Fastest Path to a Complete Commercial Submission

Placing small commercial policies is about to get a whole lot easier with intuitive Smart Forms that dynamically load questions and generate ACORDs based on the Lines of Business selected by clients.

Enhanced Tracking and Collaboration on Insurance Applications

UPGRADED: Assign Questions. Forget chasing down the correct answers on insurance applications, our latest upgrade will simplify exposure capture for insurance agents—and their clients.

Broker Buddha Acquired by Acturis

Client Insights: How Broker Buddha Enables Agencies to Win in a Competitive Market

Jason Keck

CEO / Co-Founder, Broker Buddha

AMS360 Users Rejoice! We’re Integrated to Streamline Submissions

The insurance industry just got a game-changing upgrade! We’ve teamed up with the comprehensive agency management platform AMS360 to enhance the agent experience.

John O'Brien

Director of Product

Ask BB: My competition is eating our lunch!

Dear BB, I feel like my agency is falling behind our competitors because we’re still pretty paper-based.

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!