Case Study: Founder Shield streamlines insurance renewals with Broker Buddha

A Broker Buddha Case Study

Preview of the Founder Shield Case Study

Taking the friction out of insurance policy renewals

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?”


Open case study document...

Founder Shield

Carl Niedbala

Founder Shield


Broker Buddha

10 Case Studies