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They have questions. Our insurtech has answers.
Commercial insurance renewals happen faster when customers get answers quickly.
Use Web Links to Grow Your Agency.
Web Links embedded into your own site keep customers connected to you.
A Partnership Built for Speed.
Broker Buddha Announces New Partnership with Alkeme.
Start renewals 90 days before you need them.
With our 90-Day Pre-Renewal Questionnaire. you can learn about changes well in advance of the renewal date—and adjust coverage as necessary.
For any commercial insurance agent who has ever said, “Hey, isn’t their renewal date coming up?”
Our daily, automated reminder emails start when the renewal date is seven days away.
Getting more from Small Commercial.
With Broker Buddha, our online Smart Forms make the upsell seamless. As your customers begin an application or renewal, they can choose to get quotes for additional coverages through intuitive on-screen prompts—without the stress of filling out more forms or providing more information. Or they can decline and move on, but this simple nudge can make them realize they need something they haven’t considered before, like protection against product liability or business interruption insurance.
Nexo
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.
Branding is Everything (Product Announcement)
Broker Buddha clients care about their brand and how their clients experience that brand online. Our latest release contains a great new feature that helps agencies brand the customer experience for their clients.
Welcome to the Agents of Enlightenment.
If you’re a CEO, a CFO, a General Counsel, or a Risk Manager, you know the value of an agent who is enlightened vs one that is mediocre. We want you to tell us about the smart broker who spotted a dangerous gap in your old coverage. The expert who changed your carrier to secure a more affordable policy. The one who made the whole process of applying for commercial insurance way easier than it ever was in the past.
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GuardPro
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.
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.
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.”
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.
Millward
Wade Millward, who spearheads operations at the agency, was quick to see how Broker Buddha could benefit the company. He knew that our application would dramatically speed the collection of information and let his agents work more efficiently.
Insurance applications and renewals without barriers
At her agency, Kicker Insures Me, Cardenas relies on a small but dedicated staff. The last thing she wants to do is force her team to spend time requesting information from clients which the client has already provided. But because the insurance industry uses PDFs as a way of storing data, and because text annotations on PDFs aren’t easily searchable, agents frequently can’t find the information they need, even when the client has already provided it.
Insurance policy renewals and applications without headaches
While being a new agency comes with its own set of challenges, the ability to create workflows from scratch was a genuine opportunity. Finding a better process for insurance applications and renewals led RPM to Broker Buddha. The platform became a key component in the effort to build an agency that moves information seamlessly while delivering a customer experience that leaves people thinking, “Wow, it’s never been this easy before.”
Taking the friction out of insurance policy renewals.
“…nobody wants to wait for anything anymore.” And when your target market is startup companies, many of them in the technology space, it’s even more critical that renewals are point-and-click instead of phone-and-fax.
Built In (Customer) Success
As a CEO, I believe that support and training don’t end after your first week... whether you are an employee or a customer with us. That would be crazy! We are always here to provide answers and take care of our clients.
What Happens When I Join Broker Buddha?
So you’ve decided to join us at Broker Buddha. Awesome! Now what? Unlike some platforms, starting with Broker Buddha includes a personalized training process. We want to ensure you are set up for success and fully understand each feature we offer so you get the most out of our platform.
In App Chat
Improving the user experience means always adding features, like the In App Chat. Interactive, easy-to-use, it lets everyone stay connected while providing a professional way to stay on top of the progress of applications and renewals. Modeled after the highly efficient comment feature in Google Docs, the In App Chat allows for easy collaboration and instant multi-user communication.
Data Entry SUCKS!
Data entry REALLY sucks. No one ever wants to do it, but its such an important and fundamental part of the insurance application process. To be honest, I am not even sure what is considered the worst part of data entry. That it's boring, or that it’s a waste of valuable time. Time that you could be selling, consulting, and making a blueprint for the expansion of your operation. A bigger problem, is that because people dread data entry they often try to cut corners, put it off for too long, or do it incorrectly.
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