Case Study: Millward Agency speeds new business submissions with Broker Buddha

Millward Agency - Customer Case Study

Millward Agency, a family-owned insurance brokerage with operations nationwide, needed a faster, more efficient way to collect application information from prospects and clients across the U.S. The team was spending too much time chasing down details through phone calls, emails, PDFs, and spreadsheets, which slowed new business growth and created unnecessary manual work. Broker Buddha’s application platform and Web Link helped address this challenge.

By implementing Broker Buddha, Millward Agency was able to make it easy for prospects to submit applications online, even from mobile devices, without the hassle of printing, scanning, or emailing forms. The result was 96 applications in just a few months and at least 20 minutes saved per application, totaling more than 32 hours saved. Broker Buddha also helped the agency process submissions faster, reduce manual data entry, and pursue more business opportunities without adding extra resources.

Millward Agency

Weston Millward

Chief Executive Officer