Case Study: Insurance Brokers of Arizona streamlines renewals with Broker Buddha

An Arizona agency uses Broker Buddha to take command of renewals

Insurance Brokers of Arizona (IBOAZ), an Arizona agency handling both commercial and personal insurance lines, was looking for a faster, more efficient way to manage renewals. The team wanted to replace a manual, PDF-based workflow that required copying data from old applications, scanning forms, emailing clients, and chasing follow-ups.

Using Broker Buddha, IBOAZ automated renewal reminders, prefilled client information, and gained a clear dashboard for tracking renewal status and activity logs. The results were significant: each renewal now takes one to two hours less, turnaround time has dropped from about a month to seven days or less, and the agency also benefits from better record-keeping, improved client experience, and reduced liability risk.

Insurance Brokers of Arizona

Emmylou Grubbs

Insurance Brokers of Arizona