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
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