# Broker Buddha Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about Broker Buddha Software - reviews, pricing plans, popular comparisons to other P&C Insurance products and more. Source: https://www.capterra.com/p/190786/Broker-Buddha --- # Broker Buddha Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider’s website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Broker Buddha ## What is 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. ## What is Broker Buddha used for? [P&C Insurance](https://www.capterra.com/p-c-insurance-software/)[Insurance](https://www.capterra.com/insurance-agency-software/) Top alternative Featured Overall rating Based on 13 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $1000 Flat Rate, Per Year Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Broker Buddha?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.brokerbuddha.com&name=Broker Buddha) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Broker Buddha 4.6 (13) VS. [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting Price $1000 Flat Rate, Per Year Starting Price $70 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (13) Ease Of Use 4.7 (283) Value For Money 4.7 (13) Value For Money 4.7 (239) Customer Service 4.8 (13) Customer Service 4.9 (277) ## Broker Buddha alternatives [3.7 (74)](https://www.capterra.com/p/102928/EZLynx/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 62% of reviewers rated it above 4 stars [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 80% of reviewers rated it above 4 stars Highest Rated [4.9 (79)](https://www.capterra.com/p/166909/A1-Tracker/reviews/) Starting price $200.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [0.0](https://www.capterra.com/p/190680/GO-INSUR/#reviews) Starting price $5000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/190786/Broker-Buddha/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Contact Management 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information Customer Portal 1.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important A website or login for customers to access information Property & Casualty 1.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Specialized for companies in property and casualty (P&C) insurance sector Document Management Store, manage, and track all electronic documents in a centralized location Marketing Automation Automate workflows and trigger campaigns based on customer actions Broker Buddha 8 features Manage, organize, and store contact information A website or login for customers to access information Store, manage, and track all electronic documents in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Automate workflows and trigger campaigns based on customer actions Create, manage, and track policies and procedures within an organization Specialized for companies in property and casualty (P&C) insurance sector Generate quotes or estimates for customers Get Advice We can help you find the software with the features you need. Features 4.7 (13) 4.7 Based on 13 reviews ## Pricing Value for money 4.7 (13) Basic $1,000 Flat Rate,Per Year Value for money 4.7 (13) 4.7 Based on 13 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.8 (13) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.8 (13) 4.8 Based on 13 reviews ## User reviews Overall rating 4.6 Based on 13 reviews Filter by rating 5(10) 4(2) 3(0) 2(1) 1(0) Mentioned topic Sorted by most recent EC Eric C. President Insurance ### "Paying for a tech platform I don't use" 2.0 Overall Rating 2.0 2.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 2.0 2.0 Likelihood to Recommend 2/10 January 20, 2025 They communicated they were working with nowcerts to get it set up so discounted a 2 year contract but it has not gone anywhere in a year and a few months so I am paying for a technology that only makes my agency less efficient and they won't let me cancel my contract. If you stand by product then you should allow clients that are not satisfied to leave. Still paying for a tech I don't use is very frustrating. Pros The IDEA of being able to streamline applications. Cons The system only talks to a few AMS software platforms so if you don't have one it does not remove the redundancy that you are paying to streamline. It actually adds another step if it does not talk to your AMS. The apps it does have are okay but completing them in the BB platform is actually harder than our AMS system which is nowcerts. The clients don't like going in to complete apps so it was rare we could send an app to the client and they would fill out the spaces not complete. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DD Dana D. Agency Principal Insurance ### "Best Tech Purchase we've made" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 13, 2022 This product has really set us apart from the competition. Our producers sell it as one of the reasons to work with us because most agents are still sending copies of prior policies and we make it so much easier. Pros Broker Buddha elevated our customer renewal experience making the application process painless and quick compared to previously having to reference last years PDF application to a new blank application. We have received rave reviews from clients - it really sets us apart. Cons The initial data entry took time (so that our existing clients first time receiving a renewal application was pre-filled with all of the prior years info). But the Broker Buddha team worked with us and input all the data for us which really helped. Reasons for choosing Broker Buddha There team was able to pre-fill application data for us and their product allowed us to send hyperlinks to applications/signature forms in emails we send out of Outlook. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RC Roxanne C. Account Manager Insurance ### "LOVE this product!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 January 13, 2022 Our experience with Broker Buddha has been amazing , between the product itself, customer service and the implementation, they are by far the best on the market Pros The ease of use is by far the best part of this platform. Its user friendly for both the agent and client. We also love using the coverage upsell option to show that we offered certain coverages and the customizable automated follow ups are a huge time saver for our team, they also help us get back updates faster. Cons There is honestly nothing I can say that I don't like. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RM Robert M. Owner Insurance ### "Do one thing well" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 10, 2021 Customer service is awesome. Set-up is easy. Pros Broker Buddha concentrates on one thing and they do it well. This is not an ROI conversation it is a time efficiency conversation. Digital forms are time saving Cons They need to communicate any upgrades in a more efficient manner Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. BD Bryce D. VP Insurance ### "Getting rid of ACCORD Forms" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 November 9, 2021 I love it when companies are willing to try new things and Broker Buddha wants to hear how to make the product better. The team being willing to help and drive value makes the overall experience excellent. Pros ACCORD forms take time and customers hate completing them. We were searching for a product to help with renewals and new business that required ACCORD forms to be completed. We found it with Broker Buddha and the best thing is the "white glove" service so most of the additional work is done by the BB team. Cons Like any product you need to change and configure templates. It took a little while to understand the sequence of templates and how to get them configured correctly. Once we understood the flow it was easy to make the automation work for our team and clients. Alternatives considered [Indio](https://www.capterra.com/p/178007/Indio/) Reasons for choosing Broker Buddha We looked hard at Indio but once they were purchased by Applied Systems we knew they were not going to grow with our agency as Applied never updates or invests in products. When you buy a product like Broker Buddha you need to think 5 years out and I know Broker Buddha will still be adapting like our agency. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. PC Patrick C. CMO Insurance ### "Incredible Customization for diverse uses" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 November 8, 2021 Very positive. Great team, great product. Pros The willingness of the team to customize to our needs Cons Getting certain forms set up required extra attention. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Randall T. Salesforce Admin/Developer Financial Services ### "Broker Buddha " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 15, 2020 Heard about the product from a friend presenting at the CPCU convention. We are happy we made the purchase. Pros Customers like the ease of use. Account executives like the tracing of data changes. Cons Needs a REST api for easier integration. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. SM Steve M. Innovation Lead Insurance ### "Digitizing the Insurance Marketplace" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 June 9, 2020 I've positioned our business for higher client satisfaction, more sustainable growth, and better engagement by partnering with Broker Buddha. Pros The insurance industry is woefully behind in digitizing and optimizing the buying experience. Broker Buddha provides a simple online experience that streamlines the process of my clients and my team. Cons Like any emerging software there are a few bugs, but it's getting better every day, and customer support is live and dedicated. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CN Carl N. COO Insurance ### "Feature rich & flexible" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 22, 2020 We've had a great experience...the customer success team is great to work with and as I mentioned we've customized the experience to cater to a wide range for clients, from small "main street" businesses to highly complicated financial institutions. The flexibility is incredibly helpful as we grow and scale our business and adapt to a changing market. Pros We love using Broker Buddha because it's flexible and allows us to fully customize the product to specifically cater to different niche clientele that we serve. We've been able to really personalize the experience for each customer depending on what we know they'll need. We've set up custom packages for professional services clients vs technology clients vs TNC clients and everything in between. The automation on the back end is great too and allows us to get out to market faster for our clients, and housing all underwriting data and broker notes in one place allows us to really get the full picture on the client's exposures rather than having to dig through a bunch of files in dropbox or our CRM. Integrated signature is also great...we had previously used a separate e-signature platform and it makes it a much better experience when our customers see the e-signature link come from a familiar platform rather than some new platform they haven't seen earlier in the quoting/binding process. Cons Not really a con but there is some up-front setup and adjustment that has to be made in order to get started and create highly customized experiences to your liking. We made the decision to do a lot of customization and it was great working with BB's support team to get up and running. We look at it as an investment, and it's paying off! Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KM Kim M. Sr. Account Manager - Commercial Lines Insurance ### "Broker Buddha applications software review" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 22, 2020 It has been a good experience. It has saved me time and my customers time in completing the supplemental applications. People just don't like to have to do this, so it eases "the pain" of it all. Pros Broker Buddha does the work for the agent and the insured. The supplemental applications are completed with the prior year's information when sent to the customer and all the customer has to do is make the necessary changes. It saves time for our client. Also, the emails sent to the customer are as if they are sent from the Account Manager. Cons Nothing really... maybe the reminders, but normally it's because I forget to set them on the schedule that I want instead of what broker buddha has set up. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/190786/Broker-Buddha/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)