Wer nutzt diese Software?
Commercial insurance brokerages of all sizes.
Durchschnittliche Bewertung2 Bewertungen
- Gesamt 5/5
- Benutzerfreundlichkeit 5/5
- Kundenservice 5/5
- Funktionen 5/5
- Preis-Leistungs-Verhältnis 5/5
- Kostenlose Version Nein
- Gratis Testen Nein
Cloud, SaaS, Web
Support während der Geschäftszeiten
Angaben zum Hersteller
- Broker Buddha
- Gegründet 2017
Über 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 Funktionen
- Abrechnung & Rechnungsstellung
- Makler- / Agenten-Portal
- Richtlinien Managemen-
- Leben & Gesundheit
- Schaden- und Unfallversicherung
- Verwaltung von Versicherungspolicen
Die hilfreichsten Reviews für Broker Buddha
Bewertet am 9.10.2019
A Technology Must Have For My Agency!
Kommentare: 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.
Vorteile: 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.
Nachteile: I like everything about the software. I probably use the dashboard the least.
Bewertet am 10.10.2019
Gave me Technology To Use To Bring My Agency Into Modern Times
Kommentare: 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.
Vorteile: 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.
Nachteile: Haven't found anything yet that I don't like.