Data entry SUCKS!

And that’s putting it mildly.

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.

Automating the insurance renewal process has been a long time coming, and which is why we created Broker Buddha.

We knew that the insurance renewal process had to catch up with the times. So, we created a powerful tool that frees you from repetitive mechanical data entry so that you can concentrate on what you do best- provide valuable expert advice to your clients.

Auto-filled Smart Forms

Yes, it is what it sounds like.

We pre-fill all your customer data, so renewals are quick and easy.

This means that when a client goes to renew their insurance, their data is already there! So instead of filling out a new form, they are merely updating the one from the previous year. The smart forms automatically highlight fields that need to be updated each year. The field shows last year’s data, but prompts the customer to put in something new. Easy!

This means that only the most essential and updated information needs to be entered. Your customers will love you for it, and you’ll love us for it!

No more editing a PDF, or worrying about missed fields, because all of that is done for you.  No more putting off renewals because data entry sucks. Which means you get valuable time back, and you operating with high efficiency to stay competitive in the market.


Published on:

Thursday, October 25, 2018