our Blog

The Enlightened Agency Pyramid: Level 4 - Digitize and Automate Workflows

Thoughtful insurance agencies have reorganized their operations to align with their customer segments; many have standardized core systems, some have standardized workflows, but only the 'enlightened' agencies have digitized and automated them.

The Enlightened Agency Pyramid: Level 3 - Standardizing Workflows

When the competition is fierce and the demand for efficiency is unceasing, standardizing workflows helps provide consistency and efficiency for sustained success.

The Enlightened Agency Pyramid: Level 2 - Standardizing Core Systems

Level two is about standardizing core systems, particularly agency management systems (AMSs), and how that offers a path to help agents improve efficiency and streamline their data processes through consistency.

The Enlightened Agency Pyramid: Level 1 - Organizing Around Customer Segments

Customers want their agents not just to understand their business but to serve as risk managers who can advise them on better and ways to protect their homes, cars, or business.

4 Operating Practices Used by the Most Enlightened Agencies - The Enlightened Agency Pyramid

Discover our Enlightened Agency pyramid to help guide your agency on its journey to digitalization and ensure you’re following digital best practices for the insurance industry.

An Interview with Acturis Co-CEO Theo Duchen: Why did we acquire Broker Buddha?

We sat down with Theo Duchen at Acturis to dig a little deeper into why they chose Broker Buddha, and their vision for our shared future. 

Enlightened ACORDs: The Fastest Path to a Complete Commercial Submission

Placing small commercial policies is about to get a whole lot easier with intuitive Smart Forms that dynamically load questions and generate ACORDs based on the Lines of Business selected by clients.

Enhanced Tracking and Collaboration on Insurance Applications

UPGRADED: Assign Questions. Forget chasing down the correct answers on insurance applications, our latest upgrade will simplify exposure capture for insurance agents—and their clients.

Broker Buddha Acquired by Acturis

Client Insights: How Broker Buddha Enables Agencies to Win in a Competitive Market

Jason Keck

CEO / Co-Founder, Broker Buddha

AMS360 Users Rejoice! We’re Integrated to Streamline Submissions

The insurance industry just got a game-changing upgrade! We’ve teamed up with the comprehensive agency management platform AMS360 to enhance the agent experience.

John O'Brien

Director of Product

Ask BB: My competition is eating our lunch!

Dear BB, I feel like my agency is falling behind our competitors because we’re still pretty paper-based.

Ask BB: Form Renewal Fields

Dear BB, My client is frustrated that they have to devote their attention to ALL OF THESE FORMS even though most of the time there are minimal changes to their business.

A Bold New Chapter for our Product and Website

Following over a year of client feedback sessions, design iterations, and hundreds of engineering hours, I’m so pleased to announce the next edition of the Broker Buddha platform.

Jason Keck

CEO / Co-Founder, Broker Buddha

Our first time at the CIAB 2022 Insurance Leadership Forum

We recently attended the Council of Insurance Agents and Brokers (CIAB)'s Insurance Leadership Forum and met with leading insurance agency executives from across the country—and the globe—during the five-day event.

Broker Buddha Makes Complicated Submissions Easy

Insurance agents who take advantage of Broker Buddha's platform can realize instant and substantial time savings while improving accuracy and decreasing response times.

A Recap of Our Innovation Conversations at the ITC Vegas Conference

Members of the Broker Buddha team were among the 30,000 insurance and tech industry executives at ITC. These are our takeaways.

The Best Broker Buddha Offsite Yet

This past week was super special. On Wednesday and Thursday last week, the entire Broker Buddha team participated in a company offsite. There was a lot to celebrate.

Proud Moment: SOC II, Type II

Data security has been a core value to us from day one, especially in our industry where the impact of a cyber breach can be catastrophic. That’s why I am extremely proud to announce that Broker Buddha is now SOC 2 Type II compliant!

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.