Case Study: Risk Protection Managers streamlines insurance renewals with Broker Buddha

Insurance policy renewals and applications without headaches

Risk Protection Managers (RPM), a new insurance agency led by Eric Cervantes, wanted to build streamlined, tech-enabled operations from day one. The team needed a better way to handle policy applications and renewals without the usual back-and-forth, paperwork, and manual data entry, so they turned to Broker Buddha for help.

Using Broker Buddha’s platform, RPM added automated renewals, prefilled information, reminders, and a dedicated landing page integrated with its website to collect and send data more efficiently. The result was faster applications and renewals, fewer administrative tasks, and a better client experience; Eric Cervantes said the platform saves each agent at least 90 minutes per week, helping the agency focus more on sales and growth.

Risk Protection Managers

Eric Cervantes

Risk Protection Managers