January 10, 2024

Product Announcement: Broker Buddha's New RESTful API Unveiled!

Our newly developed API empowers agencies to use technology to perform actions in, retrieve data from, and input data into the Broker Buddha platform.

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At Broker Buddha, we have revolutionized the insurance industry with tech-focused solutions that solve the common pain points of every insurance agent. But we’re not done…we're constantly reviewing our offering in order to improve our functionality and usability. And this progressive attitude has led us to our latest product release, a RESTful API

Put simply, our newly developed API empowers agencies to use technology to perform actions in, retrieve data from, and input data into the Broker Buddha platform. This means they can build systems and rules to programmatically perform many of the activities enabled by the Broker Buddha platform, automating time consuming tasks historically performed by people. 

For example, this includes: 

  • Sync customer and contact data: Out-of-date information will slow agents down, Broker Buddha’s API allows agents to sync customer and contact data between their customer relationship management (CRM) or agency management system (AMS) and Broker Buddha.
  • Setup applications in Broker Buddha: Many opportunities require that you get completed apps from customers. Broker Buddha’s API allows you to automate the creation of those apps in Broker Buddha, pre-filling those apps with data you already have & sharing those apps with the right contact.
  • Retrieve application data: It’s one thing to have the data and documents you need; it’s another thing to have it in the right place. Broker Buddha’s API allows agents to retrieve data and documents so you can store them in your preferred system of record—for example, a data warehouse, AMS, or a document management system like ImageRight. 

Now, agencies can integrate/embed these capabilities directly into their existing systems with our API, allowing brokers with technical capabilities to better integrate Broker Buddha with their current operations.

So, with these use cases in mind, how can our new API benefit insurance agencies? Let's find out. 

Increase Your ROI

Agencies have typically invested in an AMS, a data warehouse, an analytics engine, a CRM, and Broker Buddha, so by integrating data between them, agencies can maximize the ROI on their existing infrastructure investments.

Integrating our API into an agency's core systems inevitably leads to cost savings by eliminating the need for manual data entry, reducing errors, and streamlining processes. This enhanced productivity leads to a more optimized use of resources, ultimately contributing to a higher ROI. 


It’s necessary to have up-to-date information in different systems, and asking your team to re-key that information is not just inefficient, it’s morale destroying for your team.

Therefore, we're reducing the number of keystrokes for agents as they can now use the API to move data between systems. This results in huge time-saving benefits as agents can swiftly initiate and manage client interactions without the need for manual entry. It also reduces the need for clients to resubmit information, enhancing the efficiency of the application handling.

Moreover, this accelerates the overall application submission timeline and allows agents to make informed decisions based on real-time and comprehensive data, improving overall operational efficiency.

In a nutshell, data drives insights, insights drive better decisions, and better decisions increase efficiency and drive growth.


This version of our API, although extraordinarily unique to the industry, is the only one of its kind (Pardon the humble brag).  We're the only digital client engagement platform for insurance agents that supports two-way API integration, meaning data can be transmitted both ways via the integration. 

So, for agents looking to stay ahead of the curve, Broker Buddha is leading the way in insurtech solutions. 

Are you interested in leveraging our new API to help your agency advance and succeed? Book a demo today. 

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