Broker Buddha

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.