Case Study: Atlantic Shield achieves faster renewals and scalable growth with Broker Buddha

Atlantic Shield grows to nearly 30 employees with Broker Buddha

Atlantic Shield, an independent insurance agency, faced challenges with an inefficient renewal process that relied on cumbersome documents like PDFs and faxes. This time-consuming administrative work created pressure to hire more staff to support growth. To solve this, they implemented Broker Buddha's insured data capture and smart forms service to streamline their submission intake.

By using Broker Buddha's online forms, Atlantic Shield significantly reduced the time its account managers and producers spent on mundane tasks. This increased efficiency allowed the agency to scale and grow its book of business without immediately needing to add more overhead through new hires. The solution was successfully adopted by both staff and clients, with Broker Buddha's responsive customer success team receiving particular praise for their support during onboarding.

Atlantic Shield