Broker Buddha

Broker Buddha reimagines insurance applications, converting lengthy forms into a digital, interactive customer experience. Clients complete fields step by step, with progress bars and contextual help. Data is stored in the platform’s digital library for future renewals or new lines. Agents receive notifications when clients finish an application, enabling quicker review and submission to carriers. The system supports digital signatures and third-party verifications. Broker Buddha’s user-friendly approach helps commercial brokers reduce friction, capture accurate data, and simplify the proposal process.