Case Study: PWS & Company improves renewal efficiency and client experience with Broker Buddha

A specialist in lawyer malpractice insurance stands out in the category

PWS & Company, a specialist in lawyer malpractice insurance, wanted to improve a renewal process that relied on almost blank forms emailed to clients. Founder Skip Smith felt the approach was inefficient and unprofessional, and he was looking for a more automated, client-friendly way to collect and prefill information.

Broker Buddha provided the solution by enabling PWS & Company to send renewal applications with much of the information already completed and securely stored in one place. With Broker Buddha, renewals became faster and easier, clients responded positively, and the agency also gained a useful tool for new business and carrier changes—helping improve efficiency, client retention, and the overall customer experience.

PWS & Company

Skip Smith

PWS & Company