our Blog

Vertafore Launches Commercial Submissions at NetVU - CEO Take

‍‍All they did right...and the one big thing it’s missing.

Broker Buddha Announces New Funding Round - $5M led by SiriusPoint

10,000 Carrier Applications Converted to Smart Forms

Thanks to overwhelming demand in 2021, Broker Buddha reached a major milestone with more than 10,000 carrier applications converted into online Smart Forms. These applications represent over 200 lines of business and over 500 carriers, and thanks to this massive library, submissions on our platform doubled in 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.

PSA

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.

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.

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.

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.

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.

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.

Applied Systems Acquires EZLynx.

Broker Buddha CEO Jason Keck shares his thoughts on the Applied/EZLynx news and what it means for independent agencies.

Where does your Agency Management System fall short?

Nearly every agency owner asks me, “Which management system do you recommend? Because mine sucks.” Let's break down the reasons why.

Four ways being a dinosaur will cost your insurance agency.

Not only do dinosaurs become extinct, they're expensive. Here are four ways dinosaur tendencies cost money at commercial lines insurance agencies.

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.

Worthy Insurance

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

Insurance, software, change, surprises, shock, comedy.

Surprising your customers, even when it's positive and transformational change, is no laughing matter.

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.

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.

TECHASSURE Virtual Summit 2020

It's not easy to pull off conferences in 2020, but last week's TechAssure Virtual Summit was immersive and engaging. When it comes to meeting virtually, TechAssure raised the bar.

We've got news.

We get tons of positive feedback about our software, but that doesn't mean we ever stop trying to make it better. Here's the latest on some of our recent efforts.

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.

Is your commercial insurance agency more T-Rex than tech?

Whether you're hoping to sell to a family member, a longtime employee, or an outside buyer, make sure the agency you leave is positioned for the future.

The NPS in commercial insurance: clients love Broker Buddha agencies.

The NPS has become the dominant tool when companies are analyzing vendors. Agencies that use the Broker Buddha platform get higher scores because they care about constantly improving the customer experience.