Broker Buddha
10 Case Studies
A Broker Buddha Case Study
Founder Shield, a technology-driven insurance broker for fast-growing startups, needed a better way to handle policy renewals. Their manual, paperwork-heavy process was time-consuming, difficult to scale, and increasingly challenged by security and compliance requirements.
Broker Buddha provided a portal to automate and streamline Founder Shield’s renewal workflow, including custom client portals, automated reminders, and integrations like Zapier. With Broker Buddha, Founder Shield reduced the time needed to secure renewals to zero for some small accounts, eliminated much of the back-and-forth with clients, and created a faster, frictionless renewal experience that clients often described as “Wow, that’s it?”
Carl Niedbala
Founder Shield