Name: Broker Buddha
Price: 1000 USD
Author: Broker Buddha

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Development

Business Intelligence (BI)

Collaboration

Manufacturing Execution

Payment Facilitation

Quality Management

Enterprise

Accounting

Blockchain Payments

Merger and Acquisition

Payment Hubs

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employer of Record (EOR)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Bot Mitigation

Cloud Storage

Container Security

Data Center Outsourcing (Canada)

Data Center Power

Data Replication

Endpoint Security

Firewall

Fraud Detection

Graph Database

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Mobile Data Security

Network Performance Monitoring

Network Troubleshooting

SQL Server Performance Monitoring

Scale-Out Storage

Secure Access Control

Smart Contracts

Testing Services

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Email Marketing

Grant Management Software

IP Geolocation

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Relationship Management (CRM)

Intelligent Virtual Assistant

Sales Dialer

Sales Training

Sales

Data-Centric Audit Protection (DCAP)

Security

Aviation

Emergency Notification

Fleet Maintenance

Hospital Management

Hotel Management

Retail Analytics

Revenue Cycle Management (RCM)

Shipping

Veterinary

Warranty Management

Vertical-Specific

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Broker Buddha, developed by Acturis, is an insurance application and renewal platform designed to streamline the insurance process and enhance client loyalty. This solution is tailored for large and mid-market businesses, small commercial businesses, and specialty insurance submissions. According to the vendor, insurance agencies, along with professionals and industries in these sectors, can leverage Broker Buddha to simplify data capture, create customized application forms, and improve overall efficiency.

## Key Features

**Interactive Smart Form Library**: According to the vendor, users can access a wide range of ACORD forms and carrier supplementals in an online format, simplifying the data capture process for insurance applications and renewals.

**Application Builder**: The vendor states that users can build customized insurance application forms with ease, streamlining the creation and management process and allowing for tailored forms to meet specific client needs.

**Conditional Logic**: According to the vendor, the platform enables the hiding or revealing of questions and sections based on previous answers, ensuring forms remain simple and relevant to each applicant, thereby enhancing the user experience.

**Single Entry**: The vendor claims that the platform eliminates redundant data entry by automatically populating information across multiple forms, saving time, reducing errors, and improving efficiency and accuracy in the application process.

**Agency-Branded Digital Experience**: According to the vendor, clients can access and complete applications through an agency-branded online portal, enhancing the agency's professional image, brand consistency, and client experience.

**Mobile-Friendly Interface**: The vendor claims that the platform offers a mobile-friendly interface, allowing clients to access and update applications from any device, providing convenience, flexibility, and an enhanced user experience across different devices and screen sizes.

**Pre-Filled Online Smart Forms**: According to the vendor, the platform automatically populates prior year values on renewal application forms, reducing the time and effort required for clients to update their information and improving accuracy.

**Automated Reminders**: The vendor states that the platform sends automated reminders to clients to complete and submit their applications, reducing the need for manual follow-up, improving application submission rates, and ensuring timely completion of applications.

**Insurance Coverage Review Questionnaires**: According to the vendor, the platform starts the renewal process with tailored questions to assess the need for additional coverage, guiding clients in evaluating their insurance needs and facilitating productive conversations between agents and clients.

**Comparison Report**: The vendor claims that the platform generates a report highlighting differences between applications for easy comparison, providing a clear overview of changes made over time, and helping agents identify and address discrepancies or missing information.

Basic

Elite

Premier

Broker Buddha

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

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Broker Buddha

Overview

What is Broker Buddha?