Partners Broker Buddha AI

API Partner
CRM / Marketing AutomationInsured App

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The Operating System for P&C Insurance Agencies

What makes us unique?

Broker Buddha AI serves as the operating system for modern P&C insurance agencies by bringing the core workflows of insurance placement into one platform. Rather than managing disparate tools, agencies can execute their submissions, rating, and client communications through streamlined, interactive workflows that eliminate manual data entry and replace outdated PDFs.

This workflow platform is designed to be the perfect companion to HawkSoft. While HawkSoft serves as your foundational system of record for policies and clients, Broker Buddha AI drives the daily interactions that reduce administrative busywork, build trust, and help your team grow more efficiently.

Features and Workflow

Broker Buddha AI assists agencies in automating and streamlining the insurance placement process while maintaining their AMS at the core of operations. Here are several ways agencies incorporate Broker Buddha AI into their daily workflows.

  • Smart Data Capture & Supplemental Apps: Replace static PDFs with interactive smart forms to streamline data collection, automatically prefill renewals, and effortlessly generate ACORD forms and Excel workbooks for commercial and personal lines.
  • Multi-Market Submissions: Send submissions to multiple carriers through a single, standardized workflow, utilizing AI to track, manage, and compare carrier responses.
  • Connected CRM & Policy Placement: Track new and renewal placements in customizable pipelines. AI seamlessly populates data throughout the unified platform, allowing your team to move from data collection to binding without switching systems.
  • Service & Exposure Management: Manage ongoing servicing activities directly with insureds, streamlining exposure updates, endorsement requests, and certificate issuance.
  • Automated Loss Run Requests: Eliminate a major administrative bottleneck by automatically requesting loss runs from carriers and tracking their responses within a centralized workflow.
  • Digital Signatures & Document Generation: Leverage AI-assisted tools to create reusable templates for documents like BOR letters and Service Agreements, and expedite document signing using agency-branded emails.
  • Commercial Rating (Coming Soon): Streamline the commercial insurance quoting process with built-in automated rating tools and comprehensive analytics.

Resources

Guest Blogs

Webinar Recordings

News

Data Ownership Policy

HawkSoft was provided the following statement by Broker Buddha:

According to our complete Customer Terms, Customer (e.g. Agencies) may, from time to time, provide information or content, including relevant applications and agreements, and account and transaction information to BB in connection with the use of the Technology. Ownership of Customer Data shall at all times remain with Customer.

Customer grants BB a limited, non-exclusive, worldwide, sub-licensable royalty-free right and license to process and use Customer Data and, where required, disclose Customer Data to End Users, carriers and other insurance intermediaries (each as applicable) in connection with Client’s use of the Technology in furtherance of the Insurance Service (the “Client Data License”). Except as permitted by the Customer Data License or disclosed by BB in accordance with the terms of this Agreement, BB will not share Customer Data with third parties at any time during the term of this Agreement or following termination of the Agreement.

End Users may, from time to time, provide information or content, including relevant applications and agreements, and account and transaction information (“End User Data”) in connection with their use of the Technology. As between Customer and BB, Customer shall be deemed the controller of End User Data, and Customer grants BB a limited, non-exclusive, worldwide, royalty-free right and license to process and use End User Data (and, where required, disclose End User Data to carriers, technology partners and other insurance intermediaries, each as applicable to the Insurance Service) solely as necessary to fulfil its obligations and provide the Technology and other services as contemplated hereunder (the “End User Data License”). Except as permitted by the End User Data License or as otherwise expressly provided in this Agreement, BB will not use or share End User Data with third parties at any time during the term of this Agreement or following termination of the Agreement.

HawkSoft has reviewed the resource(s) provided above by Broker Buddha. HawkSoft finds that Broker Buddha supports our general position that an independent insurance agency owns the data they produce.

This should not be interpreted as legal advice provided by HawkSoft. HawkSoft recommends that you carefully review the provided resource(s) from Broker Buddha to make your own informed decisions for your business.