# Broker Buddha Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Broker Buddha the right P&C Insurance solution for you? Explore 13 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/190786/Broker-Buddha/reviews --- Broker Buddha 4.6 (13) [View alternatives](https://www.capterra.com/p/190786/Broker-Buddha/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Broker Buddha Ease of use 4.6 Customer Service 4.8 ## Showing most helpful reviews Showing 1-13 of 13 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Kicker C. President Insurance Used the software for: 1-2 years ### "A Technology Must Have For My Agency!" October 9, 2019 5.0 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. Pros 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. Cons I like everything about the software. I probably use the dashboard the least. Review Source BD Bryce D. VP Insurance Used the software for: 1-2 years ### "Getting rid of ACCORD Forms" November 9, 2021 5.0 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/) Reason 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 EC Eric C. President Insurance Used the software for: 2+ years ### "Paying for a tech platform I don't use" January 20, 2025 2.0 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 CN Carl N. COO Insurance Used the software for: 2+ years ### "Feature rich & flexible" May 22, 2020 5.0 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 RC Roxanne C. Account Manager Insurance Used the software for: 2+ years ### "LOVE this product!" January 13, 2022 5.0 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 DD Dana D. Agency Principal Insurance Used the software for: 2+ years ### "Best Tech Purchase we've made" January 13, 2022 5.0 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. Reason 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 CH Chuck H. President/CEO Insurance Used the software for: 6-12 months ### "Broker Buddha Makes it Easy for SAGE to do Business! " May 21, 2020 5.0 SAGE's partnership with Broker Buddha allows us to conduct business in minutes when it used to take days, weeks and months. Our clients love how easy the system is to use and have never seen anything like this before. Pros Broker Buddha's ability to digitize the cumbersome applications the insurance industry requires has been a game changer. That plus the robust functionality of their platform makes is simple for SAGE to attract and retain new clients. Our partners love the ease of use and ability to complete applications on their time. The customization of our platform and the customer service are fantastic and responsive. Cons The ability to interface with our carrier partners would be ideal. Taking the information from our clients and uploading into our rating engines would remove a step in the process. I believe they're already working on this and took notice when I brought it up. Review Source Randall T. Salesforce Admin/Developer Financial Services Used the software for: 6-12 months ### "Broker Buddha " June 15, 2020 5.0 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 SD Shawn D. Partner Insurance Used the software for: 1-2 years ### "Gave me Technology To Use To Bring My Agency Into Modern Times " October 10, 2019 5.0 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. Pros 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. Cons Haven't found anything yet that I don't like. Review Source KM Kim M. Sr. Account Manager - Commercial Lines Insurance Used the software for: 1-2 years ### "Broker Buddha applications software review" May 22, 2020 4.0 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 RM Robert M. Owner Insurance Used the software for: 2+ years ### "Do one thing well" November 10, 2021 5.0 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 PC Patrick C. CMO Insurance Used the software for: 1-2 years ### "Incredible Customization for diverse uses" November 8, 2021 5.0 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 SM Steve M. Innovation Lead Insurance Used the software for: Less than 6 months ### "Digitizing the Insurance Marketplace" June 9, 2020 4.0 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 Similar Products Featured