November 11, 2022

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.

Share icon

Insurance Agency Grows Book, Handles Renewals Faster

When Erik Loesch first moved to historic Charleston, South Carolina, he began working for Prudential Financial. While the focus at the company was on life, health, and annuity products, he realized that his true interest lay in the property and casualty lines. When Prudential sold its book to Liberty Mutual and exited the business, Loesch decided to forge his own path. He launched the Atlantic Shield Insurance Group in 200, and welcomed business partner Ryland Shaw a few months after opening.  

Today, the agency has nearly 30 employees, and was recently named National Agency of the Month by Rough Notes. Like most, the firm is managing through the COVID pandemic with a workforce that is largely remote, and Broker Buddha has been an important part of making that successful. But Loesch remarked that he turned to Broker Buddha as part of an overall effort to make operations as efficient as possible. 

Out with PDFs and Faxes, In with Online Smart Forms for Insurance

Loesch describes Atlantic Shield as a “coastal agency” and, as a result, the firm has a large percentage of business with contractors that is Excess & Surplus, in addition to Supplementals. The renewal process has been a constant source of frustration at the agency.

In the past, Loesch noted, account managers and producers were forced to piece together applications from all kinds of sources, “...PDFs, JPEGs, faxes—all manner of documents that make things more difficult than they  should be.”

When the administrative work is time-consuming, the demands on his people stack up. Reducing the hours his team spends on mundane detail work means the agency can scale without constantly adding new people.

Loesch says, “If I can save time for account managers and producers, it means I don’t have to go out and find more people as quickly, and landing good people is always a challenge. And I want to keep growing our book—not our overhead.”

Even the tech-resistant have adopted it.

Despite the many benefits, Loesch will admit that Broker Buddha wasn’t immediately embraced by everyone at the agency.

“The software is really intuitive, but change is hard and some people always doubt technology in a business that is built on relationships. But once a few account managers started to use it, everyone saw how much it helped productivity. Today, several of my people say they couldn’t do their day-to-day work without it.”

And what about Atlantic Shield customers? Loesch said that it wouldn’t make sense to continue on the platform if it wasn’t embraced by his client roster, so he reached out and received nothing but positive feedback, remarking that, “...even some of the more tech-resistant had quickly adapted to it.”

Onboarding done right.

Loesch credits the onboarding process for making transition to the platform seamless. He was quick to praise the Customer Success team, noting, “The support we get is fantastic. They are very responsive and demonstrate that they want to be a true partner in our success. The communication is always clear, and we don’t have to wait long to get answers to any questions we might have.”

Loesch recently added White Glove Service, and plans to leverage the software for even more efficiency going forward.  

“I’m always looking for technology that solves problems for us, and Broker Buddha has definitely done that.”

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
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
May 31, 2019
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.

read now
A buddha linear icon


Book a demo