Do you like paper forms?

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.

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.

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.

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.

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.

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. 

Client Insights: How Broker Buddha Enables Agencies to Win in a Competitive Market

Jason Keck

CEO / Co-Founder, Broker Buddha

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?

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.

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.

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.

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.

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.

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.

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.

This is big.

Broker Buddha Expands, Announces $4.5M Funding Round

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.

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.

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.

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.

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?

The People We Value Most

We love selfless, reliable and resourceful go-getters, who have a burning desire to do something amazing, a true awareness of their strengths and weaknesses, and a willingness to learn and grow. That’s who I am. That’s who we are.

Meet Simplicity

Simplicity is also what you’ll find here...in our stories. We’ll share everything about what we believe with you...not just the tools we build, but also how we communicate. In the first entry I’m happy to introduce you to - Simplicity, by Broker Buddha.