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Broker Buddha: Redefining Client Experience in Insurance

Jason Keck, Co-Founder & CEO, Broker BuddhaJason Keck, Co-Founder & CEO
Broker Buddha is a next-gen technology innovator that brings a modern, familiar design to commercial insurance, creating a customer-centric, mobile-friendly experience for brokers and their clients. Leveraging an intuitive, high-efficiency workflow on a single platform, brokers are able to reduce time spent on applications and renewals by 80 percent—opening up time to grow their business and nurture relationships.

“We have created a beautifully designed product that brokers love to use with their clients because it simplifies the application and renewal process and leaves clients impressed with the high quality of service,” says Jason Keck, Co-founder, and CEO of Broker Buddha.

The insurance industry, which has been devoid of sophisticated technology for many years, is finally witnessing a new digital revolution—a change in the way insurers and brokers interact with their clients and provide them with services. In the same way TurboTax modernized tax filing, Broker Buddha has created an interactive, online insurance application experience which seamlessly converts information collected on the web to an electronically signed PDF.

The biggest challenge brokers face is in finding ways to streamline efficiency and grow their business while also distinguishing themselves from the competition. Broker Buddha was created from a desire to eradicate these challenges, through a mobile-friendly, design-forward and streamlined SaaS platform that makes it easier for brokers to sell insurance products.

To succeed, brokers must provide the best possible experience for clients to purchase, renew, and manage their policies. Since the traditional insurance application process is monotonous and time-consuming, brokers need something to help them differentiate.


We have created a beautifully designed product that brokers love to use with their clients because it simplifies the application and renewal process and leaves clients impressed with the high quality of service


Broker Buddha’s platform is the answer. It was designed specifically for the insurance industry with features that allow brokers to manage and monitor customer engagement, track opportunities, and make quote requests in a single interface.

Broker Buddha is built with the modern broker in mind, backed by research on the methods through which producers and account managers engage with their clients. Every business is unique; to that end, they have designed a flexible platform so brokers can work exactly the way they want, no setup cost involved. Onboarding is simple as well with a dedicated Customer Success Manager to train and support each brokerage.

Costello & Sons, a specialist brokerage based in California which sells commercial insurance to technology companies and venture capitalists, felt the need for a technology-based platform to engage and serve its customers in new and better ways. Broker Buddha was a natural fit. The process freed up time to forge new customer relationships while improving existing ones. Shortly after the adoption of Broker Buddha, Costello & Sons was acquired by Hub International and continues to use the platform as a core part of the business.

Having recently secured additional funding, Broker Buddha is focused on delivering the ultimate client experience. “Our mission is to bring innovation to commercial insurance through technology for brokers. We want to reinforce their role at the center of the industry, by giving them tools to be more efficient, grow their business and improve their relationships with clients,” concludes Keck.