Broker Buddha

Broker Buddha

by Broker Buddha

Who Uses Broker Buddha?

Commercial insurance brokerages of all sizes.

What Is Broker Buddha?

Enhance the customer experience, eliminate the redundancy, end the frustration. Broker Buddha transforms applications and renewals to make your agency more efficient and profitable. On a platform customized with your own agency branding, you can automate tasks, send forms with pre-loaded information, and knock down road blocks. Eliminate PDFs or endless email chains and replace them with a seamless, simplified journey for both the insured and your agents.

Broker Buddha Details

Broker Buddha

https://www.brokerbuddha.com

Founded 2017

Broker Buddha Pricing Overview

Broker Buddha does not have a free version and does not offer a free trial. See additional pricing details for Broker Buddha below.

Free Version

No

Free Trial

No

Deployment

Cloud, SaaS, Web

Training

In Person

Live Online

Documentation

Support

Business Hours

Online

Broker Buddha Features

Insurance Brokerage Software
Claims Management
Commission Management
Contact Management
Document Management
Insurance Policy Management
Insurance Rating
Life & Health
Property & Casualty
Quote Management
Billing & Invoicing
Broker / Agent Portal
Claims Management
Commission Management
Customer Portal
Document Management
Insurance Rating
Marketing Automation
Policy Management
Quote Management
Reinsurance Administration
Underwriting Management

Broker Buddha Reviews

Showing 2 of 2 reviews

Overall
5/5
Ease of Use
5/5
Customer Service
5/5
Features
5/5
Value for Money
5/5
Kicker C.
President
Insurance, 2-10 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 09/10/2019

"A Technology Must Have For My Agency!"

Comments: BB allows us to save time increasing accounts per manager. It also allows us to offer a great client experience that differentiates us in the market. We have amazing customer service support as well for any updates they do that we may need additional assistance with or for any questions in general.

Pros: This system easily saves my commercial account manager 6 hours a week. We stopped sending fillable pdfs to our clients. My clients compliment the ease of the system. It takes a lot less time for them to fill out especially when they have renewals. It creates loyalty from our clients because they have spent time filling out 30-page applications with prior agencies. They can send questions that I can respond to the next day in the same application. I can start the application and they can finish it later if they don't have all the information. Plus renewals take a lot less time! The renewal process is the biggest part of the time savings.

Cons: I like everything about the software. I probably use the dashboard the least.

  • Reviewer Source 
  • Reviewed on 09/10/2019
Shawn D.
Partner
Insurance, 13-50 Employees
Used the Software for: 1+ year
  • Overall Rating
    5/5
  • Ease of Use
    5/5
  • Features & Functionality
    5/5
  • Customer Support
    5/5
  • Value for Money
    5/5
  • Likelihood to Recommend
    10/10
  • Reviewer Source 
  • Reviewed on 10/10/2019

"Gave me Technology To Use To Bring My Agency Into Modern Times "

Comments: Clients view me now as an insurance agency that has taken the necessary steps to keep up with the daily changes happening in our industry.

Pros: They helped transform my legacy insurance business into a newer and cooler platform. I know have digital applications that my clients love and a renewal process that has helped my agency retain more business.

Cons: Haven't found anything yet that I don't like.

  • Reviewer Source 
  • Reviewed on 10/10/2019