Broker Buddha
Streamlining insurance applications and renewals is made effortless with Broker Buddha. This platform enhances client loyalty by simplifying submission workflows and facilitating online supplemental applications. With pre-filled forms, smart interactivity, and an agency-branded experience, it fosters meaningful connections, boosts productivity, and ultimately drives referrals in a competitive market.
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Top Broker Buddha Features
- Streamlined application workflows
- Pre-filled client applications
- Interactive smart forms
- Quick eSignature integration
- Agency-branded digital experience
- Simplified supplemental applications
- Customizable confirmation messages
- Due date scheduling
- Hiding irrelevant questions
- Reusable client information
- Common question identification
- Easy access to ACORD forms
- Carrier supplemental templates
- Increased client loyalty features
- Enhanced employee productivity tools
- Referral generation functionalities
- Improved client relationship building
- User-friendly submission process
- Time-saving automation features
- Reduction of paper clutter
