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Broker Buddha Partners with Burton & Company and Forge3 to Launch Embeddable, Broker Branded Customer Portal
[November 15, 2018]

Broker Buddha Partners with Burton & Company and Forge3 to Launch Embeddable, Broker Branded Customer Portal


NEW YORK, Nov. 15, 2018 /PRNewswire/ -- Today, insurtech company Broker Buddha announces the launch of a new product offering as part of their Premier Plan, which allows insurance agencies to seamlessly embed Broker Buddha's Smart Forms and Customer Portal into their agency website, creating a first-class, broker-branded customer experience.

Broker Buddha (PRNewsfoto/Broker Buddha)

Premier Plan brokers can now customize their insurance applications, style them with their agency's colors and logo, and neatly embed them into their website. Clerical form-filling time is replaced with a beautifully designed, customer-friendly online alternative, creating more time for them to deliver a highly personalized experience to their clients. The design-forward Customer Portal gives an agency's client or prospect the ability to complete the entire application process without ever leaving the broker's website.

Broker Buddha has launched the product with Virginia-based Burton & Company in collaboration with Forge3 and their powerful ActiveAgency website platform, which includes innovative sales tools including Clickable Coverage, Hello Producer and more. Also collaborating on the development of the new feature are Broker Buddha's existing client Founder Shield, and agency website developer partner, Advisor Evolved.

"Burton was a natural launch partner because they have long been forward thinking and willing to embrace change in a painfully antiquated industry," says Broker Buddha Co-Founder and CEO, Jason Keck. "As we developed this latest feature, our main goal was to ensure that our embedding capabilities would integrate seamlessly with the websites that brokers already use. With this launch, we're expanding on the first-class experience we deliver that already helps our broker clients save time and impress their clients."

Since the insurtech company was established, Broker Buddha has been redefining the future of commercial insrance by providing a fast, easy, and customer-friendly online experience. The platform's best-in-class features include converting static PDFs into interactive smart forms, which brokers can use to collect information from their clients and collaborate on the completion of insurance applications.



"Broker Buddha has not only helped our business run more smoothly, but they've opened our eyes to better ways of doing business. They listen to our needs and quickly develop to meet them. That responsiveness and acute industry knowledge, made them an ideal partner,"  says Robby Burton, President of Burton & Company. "Equally important has been Forge3. Jeff and his team understand our development needs better anyone else because they've walked in our shoes. We couldn't be more impressed with both firms, especially with the speed in which the project was completed."

Jeff Teschke, Founder and CEO of Forge3 added, "The success of the independent insurance agency will increasingly rely on open platforms, API and connectivity. Broker Buddha and Burton & Company share this vision and are on the cutting edge of what's not only possible, but what will be required in the months and years ahead."


About Burton & Company
Since 1891, Burton & Company has been helping secure affordable insurance for individuals, families, and businesses. Burton & Company encourages experiences and values the importance of a balanced life full of family, friends, and community. They believe it is their responsibility to be honest and direct with clients, ensuring them that we've got their back so they can focus on the things that matter most.

About Forge3
Forge3 (forge3.com) is an award-winning, fast-growing firm offering proven, cost-effective website and digital marketing solutions for insurance agencies, carriers and associations. Anchored by ActiveAgency, the industry's leading website platform for insurance agencies, Forge3 continues to drive the industry's most innovative sales and servicing tools including Clickable Coverage, Hello Producer and more. Social Media Ads and other add-ons are perfect for forward-thinking agencies ready to embrace the web and drive real results in today's connected world.

About Broker Buddha
Broker Buddha is an award-winning technology platform that transforms the archaic process of buying and renewing commercial insurance into a fast and easy, customer-friendly online experience. Founded in 2017, Broker Buddha's modern, intuitive and high-efficiency workflow enables brokers to reduce time spent on applications and renewals by 80% — opening up time to grow their business and nurture relationships. With cutting-edge features and integrations, Broker Buddha's full-service offering populates insurance applications with prior-year data, so customers can update their information and sign applications with ease. Based in New York City, Broker Buddha serves brokers and their clients across the United States. Find out more at BrokerBuddha.com.

Broker Buddha Media Contact
Hannah Watts
Odessa Brand House
[email protected]
(248) 224-2790

 

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SOURCE Broker Buddha


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