Simplicity

For any commercial insurance agent who has ever said, “Hey, isn’t their renewal date coming up?”

Our daily, automated reminder emails start when the renewal date is seven days away.

This is big.

Broker Buddha Expands, Announces $4.5M Funding Round

Getting more from Small Commercial

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.

Branding is Everything (Product Announcement)

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.

Welcome to the Agents of Enlightenment.

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.

A commercial insurance agency carves out a healthy chunk of the fitness market.   

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. 

The category is niche. The desire to save time is universal.

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.

A specialist in lawyer malpractice insurance stands out in the category

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.

A commercial insurance agency enlists Broker Buddha to speed renewals.

“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.”

An Arizona agency uses Broker Buddha to take command of renewals

Millward Agency - The father embraced technology. So have the sons.

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.

Insurance applications and renewals without barriers

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.

Insurance policy renewals and applications without headaches

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.”

A turn-key solution for commercial insurance pre-renewal operations.

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.

Taking the friction out of insurance policy renewals.

“…nobody wants to wait for anything anymore.” And when your target market is startup companies, many of them in the technology space, it’s even more critical that renewals are point-and-click instead of phone-and-fax.

Built In (Customer) Success

As a CEO, I believe that support and training don’t end after your first week... whether you are an employee or a customer with us. That would be crazy! We are always here to provide answers and take care of our clients.

What Happens When I Join Broker Buddha?

So you’ve decided to join us at Broker Buddha, awesome! Now what? Unlike some platforms, starting with Broker Buddha includes a personalized training process. We want to ensure you are set up for success and fully understand each feature we offer so you get the most from our platform.

In App Chat

We are constantly looking for ways to improve user experience for both brokers and their customers, so I wanted to formally announce a brand new feature to Broker Buddha, the In App Chat. This interactive feature means that everyone is even more connected while giving you a cool and professional way to stay on top of your customer’s progress and application process. Modeled after Google Doc’s highly efficient comment feature, In App Chat allows for collaboration and instant multi-user communication. Also ensuring a seamless application process.

Data Entry SUCKS!

Data entry REALLY sucks. No one ever wants to do it, but its such an important and fundamental part of the insurance application process. To be honest, I am not even sure what is considered the worst part of data entry. That it's boring, or that it’s a waste of valuable time. Time that you could be selling, consulting, and making a blueprint for the expansion of your operation. A bigger problem, is that because people dread data entry they often try to cut corners, put it off for too long, or do it incorrectly.

PDF's Are Dumb

I live my life with three core values...Adventure, Hospitality & Creativity. And while "going paperless" may be creative for some, I have a bigger goal. I want to eliminate PDFs.

If You Can’t Beat ’Em: How to Join the InsurTech Movement

Although InsurTech was once believed to be a threat to independent agencies, many agency owners now realize they can use technology to get ahead in a competitive market. But finding the right approach isn’t that simple. The right approach to InsurTech can help you overtake your competition, while the wrong choice can set you back years. Agency owners who get this right will be the ones you read about for the next decade. With so many options on the table, owners face a classic strategy question: build, buy or partner?

How Does the Cloud Impact Data Ownership and Privacy?

The importance of data privacy is at an all-time high, and there are no excuses for getting it wrong. As the entire insurance industry embraces the cloud, independent agents must work harder to understand data privacy, as well as the difference between ownership and right-to-use client information. Anyone who understands the insurance industry knows that access to data is the key to success. But who owns the data? Who is allowed to use it? And for what purpose? When information is shared over the phone and via email, the answers to these questions are unclear. But with the rise of InsurTech, there is an opportunity for greater clarity.

You Rely on Your Agency Management System - We Make it Simpler

We’ve worked hard to simplify this process for you by creating a huge library of Smart Forms to collect information which we transfer to your Agency Management System - elevating the entire insurance broker & client experience into the 21st century. Here are the three main problems with Agency Management Systems and how we solve them.

Google Revamps Chrome With Long-Awaited Facelift

When we started building Broker Buddha, we swore that it would be different. After seeing countless insurance technology products with painful design paradigms and frustrating user experience, we knew that we could use design as a differentiator.

PDFs are the Devil —Solving the Major Pain Point of Carrier Supplementals

Face it, paper insurance forms are a hassle. Often, you and your insureds have to fill out tons of paperwork — a process that takes hours. PDF forms aren't much better. Most of the forms ask a bunch of the same questions. Why should you have to answer them twice! Clients often need to print a document, sign it, scan it and send it back to their broker. Surely, there's an easier way to process applications?

The One Place Robots Won't Take Over - Ever

There is a lot of hype in the news about robots taking over jobs. From the New York Times predicting that the next generation will be run by robots to the BBC claiming that robotic automation will replace hundreds of millions of jobs within a decade or so. But don’t panic. When it comes to advising businesses on making complex insurance decisions, robots simply cannot replace humans. In fact, they will probably make life easier.

Customer Experience Changes Everything: 5 Companies That Get It Right

When you’re not the only game in town, competing on price is not an option. There are always competitors who will offer their services for less. Successful businesses differentiate themselves through powerful technology, modern design, and world class service to deliver a unique & memorable customer experience. These five organizations have found the exact formula to build long-term customer loyalty, so that their clients return again and again.

What Do Shazam and InsureTech Have in Common?

Although you probably don’t use “music” and “insurance” in the same sentence very often, the two industries have a lot more in common than you think. For example, they’re both massive industries, they’re both highly fragmented industries, and they both suffer from a painful lack of structure when it comes to information.

The People We Value Most

We love selfless, reliable and resourceful go-getters, who have a burning desire to do something amazing, a true awareness of their strengths and weaknesses, and a willingness to learn and grow. That’s who I am. That’s who we are.

Meet Simplicity

Simplicity is also what you’ll find here...in our stories. We’ll share everything about what we believe with you...not just the tools we build, but also how we communicate. In the first entry I’m happy to introduce you to - Simplicity, by Broker Buddha.

Broker Buddha on Agency Nation

Insurtech Namaste With Jason Keck, CEO of Broker Buddha

THE INSURANCE INNOVATORS UNSCRIPTED

Broker Buddha’s Jason Keck: ‘Using PDFs as a communication method is just absurd’

Broker Buddha on Spot on Insurance!

Broker Buddha Launches New Platform in Partnership with Towerstone Inc. to Advance the Commercial Insurance Industry

Simon Agency to Provide Top InsureTech Platform, Broker Buddha, to over 3,000 Retail Brokers

Broker Buddha Teams Up With AssuredPartners to Provide Award-Winning Technology Solution to Brokers

Broker Buddha: Enlightening Agents On Processing Commercial Insurance Applications

Tech Wizard Channels Tumblr and Shazam to Transform Commercial Insurance

Brokerage in the age of Insurtech Part 2