November 11, 2022


GuardPro found itself facing the challenge of managing more accounts without significantly increasing overhead. Instead of simply adding additional staff in more locations, they looked to leverage technology and create new efficiencies.

Share icon

The category is niche. The desire to save time is universal. 

Finding an opportunity in security guard coverage.

Chances are, you passed a security guard somewhere today—on a college campus, in a shopping mall, at an office building—without giving it much thought. But while working as a broker in California, Craig Mount realized that security guard companies were underserved and often unappreciated by the insurance industry. 

Guard employers face numerous issues when it comes to liability coverage. Among other challenges, they usually operate at multiple locations, protect a wide range of assets, and often have high staff turnover rates. Mount realized that a broker with category expertise would have an edge over generalists.   

“We started writing policies for a few guard companies and it wasn’t long before it was the fastest-growing segment of our business,” he recalled. 

Fueled by this success, they decided to make the category their exclusive focus and launched GuardPro, a subsidiary of Pacific Venture Insurance Services, nearly 13 years ago. Today, the agency underwrites coverage for companies across the country, manages roughly 800 different accounts, and enjoys consistent growth. 

Growing the business. Not the expenses.

Like any agency expanding its book of business, GuardPro found itself facing the challenge of managing more accounts without significantly increasing overhead. Instead of simply adding additional staff in more locations, they looked to leverage technology and create new efficiencies. 

Securing the necessary information for applications and renewals was a process they knew could be improved. Not only was it time-consuming for agents, Mount believed that clients also found it onerous, and he sensed an opportunity to strengthen relationships by making it easier.  

“The whole exercise was just so painfully slow,” said Mount. “Send an email with a PDF attached, force the client or prospect to print the PDF, then wait for them to fill in the information, or more likely, call or send another email to prompt them. And once everything was completed, clients or potential clients still needed to scan the completed form and figure out how to send it back to us.”

In this digital era, Mount found it remarkable that his industry was still operating this way. 

“It’s not like submitting information online is a new concept for people. When people can make purchases on Amazon in just a few clicks, why should an insurance provider be stuck in an era of printing and scanning or, even worse, faxing?”

Renewals get a shot of adrenaline.  

After researching different options, Mount and the team at GuardPro decided that Broker Buddha was the platform that would do the most to increase efficiency and save time. And they saw improvements as soon as they started using it. 

Now when it’s time to renew a policy, an email goes out from GuardPro with a Smart Link. Instead of downloading a daunting PDF, clients are connected to an online form with much of the information already filled in. 

“I would say 99% of our clients at least start the renewal process as soon as they get that email,” Mount remarked. “When a PDF shows up in an In Box, it’s only human for someone to decide it’s a task they’ll push off to another day. But once they’re in the Broker Buddha interface, people realize they can get the renewal done quickly.”

Automated email reminders have also made a huge difference for Mount. If a client has only partially completed the renewal or has yet to start it, email prompts are automatically generated. For the team at GuardPro, it means they are spending less time checking on the status of existing accounts and more time finding new ones. 

“I believe that, for us, Broker Buddha has cut at least five or six steps out of the typical renewal process,” added Mount. 

Automation prompts action.  

At GuardPro, using Broker Buddha has not only made it easier for the agency to stay on top of renewals, it’s also made them more productive when it comes to securing new business.  

Now, when an application is started, the team at GuardPro can see exactly where the prospect is in the process. If something is left incomplete, they can reach out, make a connection, and take any action that might help close the sale.  

“When you’re trying to add a new client, it’s important to move quickly. If we lose their attention, we probably lose their business,” Mount said. 

Finally, one of the biggest improvements for GuardPro has been the sharp reduction of errors that previously happened when collecting information. Handwriting can be hard to decipher, and a scanned or faxed document can print poorly. With everything typed in and collected online, mistakes that slow the underwriting process have been virtually eliminated. 

The right technology improves operations. And relationships.   

While Mount appreciates all the time-saving features and positive feedback from clients, using Broker Buddha hasn’t stopped him from making human connections. Fact is, he knows that a well-timed phone call remains critical when it comes to securing new business and retaining current clients. 

“The difference is that now I’m not calling someone and hounding them to finish paperwork,” he said. “I can reach out to make sure they have the right coverage for their company and develop the kind of relationship that grows our business.”

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

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

Apr 29, 2021
Capstone Group

Technology can upgrade the customer experience without diminishing the value of expert consultation. That's why Capstone Group, one of our newest clients, is using our platform.

read now
Apr 21, 2021

Forward-thinking agencies like PSA realize that spending less time on administrative work means more time to serve as expert advisors. That's one reason they recently started using our platform.

read now
Apr 20, 2021
CARE Risk Retention Group

Our client roster continues to expand. CARE, a medical malpractice insurance specialist founded by doctors, recently started using the Broker Buddha platform.

read now
Mar 5, 2021
Agile Insurance Services

Our client roster is expanding, as agencies seek insurtech solutions that deliver ROI. Here's why Agile Insurance Services has begun using our software.

read now
Mar 4, 2021
Advantage Partners Network

Advantage Partners Network is one of our newest customers. They introduced our software so the independent agencies they work with can spend less time on tedious administrative work—and more time on growth.

read now
Mar 2, 2021
MPL Risk

Our user numbers continue to grow. One of our newest customers is MPL Risk, a PA-based agency that is focused on delivering coverage in the complex healthcare category.

read now
Feb 16, 2021
Gaspar Insurance Services

Struggling to work with a new Agency Management System, not everyone at Gaspar Insurance Services was thrilled to start using Broker Buddha. But our intuitive platform and experts in Customer Support won them over.

read now
Dec 10, 2020
Top 100 Agency - Insurance Office of America-Innovation Group

Based in northern California, Steve Miller of IOA wants to transform the insurance process and is leveraging technology to make it happen.

read now
Dec 4, 2020
Worthy Insurance

Another innovative agency has joined our roster of users. We're pleased to announce that our software is worthy of Worthy.

read now
Dec 1, 2020
Top 100 Agency - Holmes Murphy

With its commitment to fostering a positive workplace culture and outstanding service, Holmes Murphy knew our software would provide valuable benefits to staff and clients.

read now
Nov 30, 2020
Davidson & Associates

A four-time winner of the IIABA Best Practices Award, this WA-based agency has national reach. We're proud to add them to our roster of users.

read now
Jul 28, 2020

Rob Bowen wanted to make ACORD forms easier for his customers. Transforming complex paper forms and clunky PDFs into online smart forms makes clients happy and saves him time.

read now
Jul 16, 2020
Atlantic Shield

Erik Loesch of Atlantic Shield wants to grow his book without feeling pressure to recruit more people. Our software saves his producers and account managers so much time that he can scale up without needing to constantly hire.

read now
Jun 17, 2020
Borden Perlman

New Jersey-based Borden Perlman uses Broker Buddha to reduce the hours agents spend on administrative tasks, creating more time for high-level advisory work.

read now
May 21, 2020
Flury-Hinderks Insurance Agency

Bill Rowlen of Flury-Hinderks Insurance Agency chose Broker Buddha over other options for its superior functionality and intuitive nature, making the transition to using it seamless.

read now
May 7, 2020
Weaver & Associates

California-based Weaver & Associates is using pre-filled forms to speed the insurance process and the vastly improved customer experience sets the agency apart.

read now
Apr 16, 2020
Top 100 Agency - HILB Group

Senior Account Manager Kim Moles can be intimidated by new technology but our intuitive software and expert Customer Success team made things easy.

read now
Apr 13, 2020
Top 100 Agency - HUB International

Hub International agent Parker Christian uses the Broker Buddha platform to speed through detail-heavy work and get more time to grow his book.

read now
Jan 14, 2020
Sage Underwriters

Chuck Holdren wanted his new firm to streamline the slow, painful insurance process, and embraced our platform to transform renewals and applications.

read now
Nov 26, 2019
Top 10 Agency EPIC Brokers Chooses Broker Buddha.

EPIC Insurance Brokers & Consultants becomes the fifth Top Ten agency using our platform.

read now
Sep 6, 2019

With their focus on fitness, Nexo brings valuable experience and expertise that translates into comprehensive, affordable coverage for their clients. But in an industry with many moving parts—literally and figuratively—the agency also realized that simplifying the application and renewal process would dramatically improve the customer experience.

read now
Jul 15, 2019
PWS & Company

One of the items on his service upgrade list was eliminating the almost completely blank forms that were emailed to clients at renewal time. Not only were they time-consuming and inefficient, he didn’t like the message they conveyed about his own brand.

read now
Jun 10, 2019
Shield National

“You have existing clients—business you’ve already earned—and you’re making them wade through a bunch of paperwork every year just to continue their coverage,” said McOmie. “It didn’t make any sense to me.”

read now
May 31, 2019
Insurance Brokers of Arizona

At Insurance Brokers of Arizona (IBOAZ), Emmylou Grubbs wanted to get more renewals done in less time and enhance customer relationships. Our software was the solution.

read now
A buddha linear icon


Book a demo