Top Ten Agency EPIC chooses Broker Buddha for commercial insurance renewals.


California-based EPIC Insurance Brokers & Consultants has joined the group of Top Ten agencies now using Broker Buddha, the cloud-based platform that replaces the outdated renewal and application process with online smart forms. 

With EPIC, Broker Buddha now counts five of the top ten independent agencies in the United States as users of its software. While the platform is generating efficiency for agencies of all sizes across the country, the largest brokerages have adopted it after a careful vetting process and review of all available options. 

EPIC, headquartered in San Francisco, has 85 offices around the country and serves more than 53,000 clients. The firm has a history of innovation, along with a depth of industry experience across key lines, including commercial property and casualty, unique specialty programs, private client services, and employee benefits. 

“We’re thrilled that EPIC has joined our movement to streamline the commercial industry,” said Broker Buddha CEO Jason Keck. “This industry has been historically slow to embrace technology as a means to create efficiencies but the largest agencies are showing why they are the best, recognizing and adopting solutions like ours, which translates into serious ROI.”

Digital transformation of the insurance application and renewal process.

Throughout the organization, EPIC fosters a creative, entrepreneurial environment. With Broker Buddha, they’re eliminating the tedious, monotonous work agents have been forced to do when securing renewals and applications. Scanning and faxing, attaching PDFs to emails, following up to secure signatures, sending applications to carriers one at a time, making repeated phone calls to prompt client attention—there is no shortage of tasks that eat up valuable time. The intuitive, online process takes customers through the process quickly, while automated email reminders and pre-renewal questionnaires produce action. That leaves agents more time to focus on serving client needs and growing their book.

“Adding EPIC is further proof that our platform delivers real value,” added Keck. “Forward-thinking agencies want their people fully engaged with clients and the industry—not stuck doing dull, administrative work,” add Keck. 

Want to see for yourself why five of the Top Ten have already chosen Broker Buddha? Schedule a demo with us and we’ll show you.   


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Published on:

Tuesday, November 26, 2019