• Interactive Smart Form Library (including numerous ACORD forms & carrier supplementals)
• Application Builder
• Conditional Logic
• Single Entry

Broker Buddha is a digital platform that streamlines the insurance application and renewal process for brokers and their clients. It replaces traditional PDF and paper forms with online Smart Forms that are easy to complete, track, and manage. The platform simplifies data collection, reduces back-and-forth e-mail communication, and helps brokers deliver a faster, more modern client experience. By integrating with existing agency management systems, Broker Buddha improves efficiency and accuracy across the insurance workflow.

As the most advanced digital form platform in this space for over 8 years, Broker Buddha works with agencies of all sizes, from Top 10 enterprise agencies down to 1-person scratch agencies, empowering every broker to offer a modern, digital client experience. Built on open architecture with full API access, we enable seamless integration with tools already in use. Insureds shouldn’t have to fill out PDFs anymore. We’re here to change that.

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Important company certifications: SOC 2, AES-256 Encryption (at rest), TLS 1.2 Encryption (in transit)