Case Study: Shield National speeds renewals and improves client experience with Broker Buddha

A commercial insurance agency enlists Broker Buddha to speed renewals

Shield National, a commercial insurance agency founded by Doug McOmie, needed a faster, easier way to handle client renewals. The team wanted to eliminate the annual paperwork burden that frustrated customers and slowed down brokers, while improving the overall client experience.

Using Broker Buddha, Shield National created custom renewal forms and automated email reminders to pre-fill client information, reduce manual data entry, and prompt timely follow-up. The result was a much smoother renewal process, with brokers saving at least 20 minutes per renewal and the agency gaining about five hours per week, while also reducing errors and freeing staff to focus on new business.

Shield National

Doug McOmie

Shield National