November 11, 2022

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.

Share icon

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.


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
About

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

Mar 14, 2024
5 Reasons collecting exposure information on PDFs is bad for business

When CX is paramount to profits, why are insurance brokers still collecting exposure information—the potential risks associated with insuring an individual or entity—on PDFs? 

read now
Jan 24, 2024
How Broker Buddha Helps Agents Leverage AI and Improve Their Business

Agencies have large customer data sets, but the issue surrounds their completeness. This is often due to the difficulty in capturing and ingesting clients' information and storing the data in a structured and usable format.

read now
Jan 16, 2024
What does the future hold for InsureTech?

Core systems and software within the insurance sector will be more interconnected than ever. Much like Broker Buddha integrated with AMS360 through the power of APIs, broker operated, client-facing digital tools will connect directly into client systems to extract data, saving resources and time for brokers and clients by streamlining the collection of customer data.

read now
Dec 1, 2023
The Enlightened Agency Pyramid: Level 4 - Digitize and Automate Workflows

Thoughtful insurance agencies have reorganized their operations to align with their customer segments; many have standardized core systems, some have standardized workflows, but only the 'enlightened' agencies have digitized and automated them.

read now
Nov 30, 2023
The Enlightened Agency Pyramid: Level 3 - Standardizing Workflows

When the competition is fierce and the demand for efficiency is unceasing, standardizing workflows helps provide consistency and efficiency for sustained success.

read now
Nov 29, 2023
The Enlightened Agency Pyramid: Level 2 - Standardizing Core Systems

Level two is about standardizing core systems, particularly agency management systems (AMSs), and how that offers a path to help agents improve efficiency and streamline their data processes through consistency.

read now
Nov 28, 2023
The Enlightened Agency Pyramid: Level 1 - Organizing Around Customer Segments

Customers want their agents not just to understand their business but to serve as risk managers who can advise them on better and ways to protect their homes, cars, or business.

read now
Nov 27, 2023
4 Operating Practices Used by the Most Enlightened Agencies - The Enlightened Agency Pyramid

Discover our Enlightened Agency pyramid to help guide your agency on its journey to digitalization and ensure you’re following digital best practices for the insurance industry.

read now
Sep 29, 2023
An Interview with Acturis Co-CEO Theo Duchen: Why did we acquire Broker Buddha?

We sat down with Theo Duchen at Acturis to dig a little deeper into why they chose Broker Buddha, and their vision for our shared future. 

read now
Jun 1, 2023
Client Insights: How Broker Buddha Enables Agencies to Win in a Competitive Market

Jason Keck
CEO / Co-Founder, Broker Buddha
read now
Oct 13, 2020
Is your agency like a doctor's office?

The most painful part of a visit to the doctor is often the paperwork and administrative details. Is your renewal and application process as tedious and redundant?

read now
Sep 21, 2020
It took a pandemic to make insurance go digital?

The changed nature of business during the pandemic has forced many insurance agencies to embrace technology. In the end, that's going to serve the industry well.

read now
Sep 4, 2020
Labor Day: good. Paper forms for commercial insurance: bad.

As you power down for the long weekend, a quick reminder that paper forms—or clunky PDFs—are appreciated by, well, no one.

read now
Aug 28, 2020
Do you like paper forms?

Back when these things happened, we went out on the streets to ask for some opinions on the ACORD 125.

read now
Aug 25, 2020
Vertafore was acquired for how much?

Roper Technologies acquired Vertafore this past month. Our CEO, Jason Keck, weighs in on this news and the future of broker software.

read now
Jul 3, 2020
FinTech Innovation Lab pays dividends.

The 12-week FinTech Innovation Lab program finished last week with Virtual Demo Day. We're excited to take what we learned from the experience to continue building and improving our platform.

read now
Jun 30, 2020
For every insurance agent with kids who ask, "So what do you do all day?"

The pandemic has forced many agents to work from home. If your office colleagues now include young children, you're probably getting lots of questions. Our ebook for kids has answers.

read now
Mar 23, 2020
Commercial Insurance and Coronavirus: Agents Talk

On Friday, March 27th, we're hosting a webinar with three agency leaders to share information that will help others navigate through the coronavirus pandemic.

read now
Mar 20, 2020
I have coronavirus

Some thoughts about what it means to get sick or be around people who are...and what Broker Buddha is doing in the meantime.

read now
Sep 16, 2019
This is big.

Broker Buddha Expands, Announces $4.5M Funding Round

read now
Nov 15, 2018
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.

read now
Nov 8, 2018
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 out of our platform.

read now
Sep 20, 2018
PDFs 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.

read now
Aug 14, 2018
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?

read now
A buddha linear icon

INSPIRE TRUST AND LOYALTY
WITH BROKER BUDDHA

Book a demo