November 11, 2022

Insurance Brokers of Arizona

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.

Share icon

An Arizona agency uses Broker Buddha to take command of renewals.

Automating the process keeps this team on top of their business.  

When Insurance Brokers of Arizona (IBOAZ) adopted the Broker Buddha platform, Emmylou Grubbs was excited to get started with it.

“I’m always trying to find ways to get the most of out of every minute of the day, whether it’s in the office or when I’m out enjoying the beautiful Arizona landscape,” the London-raised Grubbs noted. “I was looking forward to using a tool that would let me work more efficiently.”

Emmylou Grubbs

The renewal process gets a much-needed overhaul.

At IBOAZ, an agency that writes both commercial and personal policies—auto, home, business, specialty—Broker Buddha was implemented to make the renewal process less time-consuming. To Grubbs, the contrast between the old process and the new one is stark — maybe as different as the weather in her native England and her current home in Arizona.

“The amount of time we’re saving is remarkable,” Grubbs said. “It’s taking us one to two hours less to complete every renewal.”

At an agency that usually handles three to four renewals each week, all that time really adds up. Grubbs, whose primary responsibility at the firm is renewals, says that previously the process required finding last year’s application, downloading and printing a new application in PDF form, filling out the new application by manually copying the information from the last one, scanning it, attaching the document to an email, and then following up with the client to review and return it. (If you think that sentence took a long time to read, just imagine the number of days that passed before all of that was completed.)

With Broker Buddha, clients receive automated reminders when it’s time to renew and can simply click on the link to start the process. What’s more, it’s far easier than it was in the past—most of the necessary information is already filled in. Grubbs says that the agency once expected renewals to take about a month to wrap up. That time is now reduced to seven days or less.

Not only is IBOAZ operating more efficiently since introducing Broker Buddha, their customers appreciate the platform, too. It’s intuitive and doesn’t leave them frustrated. That translates into better client relationships.

“When I was sending out PDFs for renewals, clients would just end up ignoring them,” said Grubbs. “I can understand why — inputting information into a PDF isn’t exactly something anyone looks forward to doing.”

Record-keeping made easy and accurate.  

Not only does Grubbs appreciate the time that she and her team save by using the application, she finds that it’s a terrific planning tool and a valuable activity log. Through the dashboard, she can quickly see which business is coming up for renewals and follow up if automated reminders have been ignored.

Since every action is logged, it’s also easy to see a history of the renewal process. She can see when something was completed and if a client has provided the necessary information. Having this kind of record not only keeps IBOAZ in control of their existing business, it protects them against liability caused by errors or omissions.

“It wasn’t the initial reason we started using Broker Buddha but it’s definitely been a nice added benefit,” Grubbs said. “I can see what’s currently happening with a renewal and we always have a log that shows exactly what the client has completed or opened.”

A learning curve that wasn’t steep.

Change isn’t always easily embraced. At most companies, a new process can spark resistance.

“Whenever anyone starts working with different software, there’s concern about figuring out how to get things done,” said Grubbs. “But the Broker Buddha platform is super intuitive—I was totally comfortable on it after just a couple of days."

Feedback from customers is another key element of Broker Buddha. By constantly reaching out to users, upgrades are made and new features are introduced to make the application more functional and meet evolving client needs.   

Hey, it’s also kind of fun.

Deadlines, pricing issues, competition—a job at any agency can be stressful. Broker Buddha not only aims to create a more efficient work flow, the platform comes with some personality and offers a bit of levity. Emmylou likes the fact she can add a fun profile picture—hers is actually her canine companion—and appreciates the visually appealing interface.

“I also like the little dancing Buddha that shows up when I open it,” she added. “As much as I love the efficiency this software creates, I like knowing that interesting human beings are behind it.”

Goodbye time wasted.
Hello optimization with Broker Buddha

blue check mark
Online forms
blue check mark
Efficient use of time
blue check mark
Automated Reminders

Never miss an episode

Subscribe here to be notified when a new podcast episode goes live.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Broker Buddha logo
Replaces email, paper,fax, spreadsheets and PDFs, simplifying the submission process
Featured Articles

You might also like

Apr 29, 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.

read now
Apr 21, 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.

read now
Apr 20, 2021
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.

read now
Mar 5, 2021
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.

read now
Mar 4, 2021
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.

read now
Mar 2, 2021
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.

read now
Feb 16, 2021
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.

read now
Dec 10, 2020
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.

read now
Dec 4, 2020
Worthy Insurance

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

read now
Dec 1, 2020
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.

read now
Nov 30, 2020
Davidson & Associates

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.

read now
Jul 28, 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.

read now
Jul 16, 2020
Atlantic Shield

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.

read now
Jun 17, 2020
Borden Perlman

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.

read now
May 21, 2020
Flury-Hinderks Insurance Agency

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.

read now
May 7, 2020
Weaver & Associates

California-based Weaver & Associates is using pre-filled forms to speed the insurance process and the vastly improved customer experience sets the agency apart.

read now
Apr 16, 2020
Top 100 Agency - HILB Group

Senior Account Manager Kim Moles can be intimidated by new technology but our intuitive software and expert Customer Success team made things easy.

read now
Apr 13, 2020
Top 100 Agency - HUB International

Hub International agent Parker Christian uses the Broker Buddha platform to speed through detail-heavy work and get more time to grow his book.

read now
Jan 14, 2020
Sage Underwriters

Chuck Holdren wanted his new firm to streamline the slow, painful insurance process, and embraced our platform to transform renewals and applications.

read now
Nov 26, 2019
Top 10 Agency EPIC Brokers Chooses Broker Buddha.

EPIC Insurance Brokers & Consultants becomes the fifth Top Ten agency using our platform.

read now
Sep 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.

read now
Aug 8, 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.

read now
Jul 15, 2019
PWS & Company

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.

read now
Jun 10, 2019
Shield National

“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.”

read now
A buddha linear icon


Book a demo