Case Study: Nexo Insurance Services boosts efficiency and retention with Broker Buddha

A commercial insurance agency carves out a healthy chunk of the fitness market

Nexo Insurance Services, a California-based commercial insurance agency focused on the fitness market, needed a faster way to handle the complex, time-consuming application and renewal process for gym and fitness facility clients. To reduce administrative burden and improve the customer experience, the company turned to Broker Buddha and its online Smart Forms platform.

With Broker Buddha, Nexo streamlined applications and renewals, enabled pre-filled and tailored forms, and could send submissions to multiple carriers with one click. The result was a much more efficient process, better data quality, fewer back-and-forth emails and phone calls, and improved client satisfaction and retention.

Nexo Insurance Services

Eric Reingen

Vice President and Chief Financial Officer