Staying Connected

We are constantly looking for ways to improve user experience for both brokers and their customers, so I wanted to formally announce a brand new feature to Broker Buddha, the In App Chat.

This interactive feature means that everyone is even more connected while giving you a cool and professional way to stay on top of your customer’s progress and application process. Modeled after Google Doc’s highly efficient comment feature, In App Chat allows for collaboration and instant multi-user communication. Also ensuring a seamless application process.

This is a huge upgrade to your customer experience. Not only that, but I have always felt that an open line of communication can create a higher level of trust since and your client will feel like they have someone there with them the whole time, helping and guiding them through the application process.

Real Time Discussions

The In-App Chat aids with multiple things that can drag out the process of renewal and applications - so having real time discussions on the application and remedying issues on the spot is so valuable. You can even leave comments for your client...they can leave comments for you...and you can attach them to the submission if need be.  .

This really helps to speed up the back and forth exchange between client and broker that can delay a submission and frustrate everybody involved.

Smart Form Integration

Most importantly, we’ve integrated In App Chat right into our smart forms, which includes the ability for you to  update or highlight questions for your clients, and they can respond, submit and sign forms all in one place, after chatting live with you.

Just think of us as the ultimate “all under one roof” tool for automating the insurance application process.


Published on:

Thursday, November 1, 2018