List of Broker Buddha Customers
New York City, 10003, NY,
United States
Since 2010, our global team of researchers has been studying Broker Buddha customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Broker Buddha for Customer Engagement from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Broker Buddha for Customer Engagement include: HUB International, a United States based Insurance organisation with 18000 employees and revenues of $4.50 billion, Insurance Office of America, a United States based Insurance organisation with 1300 employees and revenues of $750.0 million, Holmes Murphy, a United States based Insurance organisation with 1400 employees and revenues of $363.0 million, Hro Resources, a United States based Professional Services organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Broker Buddha, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Broker Buddha customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight | Insight Source |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Holmes Murphy | Insurance | 1400 | $363M | United States | Broker Buddha | Broker Buddha | Customer Engagement | 2020 | n/a | In 2020, Holmes Murphy began working with Broker Buddha through the BrokerTech Ventures accelerator and implemented Broker Buddha as a Customer Engagement application. The initial deployment targeted commercial insurance renewals and client-facing application processes across its US operations and was positioned to centralize renewal intake and submission workflows. The Broker Buddha implementation emphasized digital application intake, renewal orchestration, and client-facing submission workflows, using automated forms and workflow automation to reduce manual touchpoints common in commercial lines servicing. Broker Buddha was configured to standardize data capture, enforce stepwise task progression for renewals, and provide a consistent client interaction layer aligned with Customer Engagement functional patterns. Deployment coverage focused on Holmes Murphy commercial lines teams across the United States, aligning producer and client workflows to the Broker Buddha platform and centralizing renewal task orchestration within agency processes. The rollout was organized through staged adoption driven by the accelerator engagement, with configuration scoped to agency service teams and client-facing touchpoints rather than technology layering beyond the platform deployment. Governance included internal change management and process updates to renewal and application workflows to support the platform use. Holmes Murphy reports faster renewal cycles and an enhanced customer experience as primary outcomes following the Broker Buddha implementation. | |
 |
Hro Resources | Professional Services | 10 | $1M | United States | Broker Buddha | Broker Buddha | Customer Engagement | 2020 | n/a | In 2020, Hro Resources implemented Broker Buddha. Broker Buddha was deployed as an embedded web application on Hro Resources's public website to provide a digital client entry point and self-service engagement channel. The deployment focuses on Customer Engagement capabilities, using Broker Buddha to host guided client intake and online submission workflows, structured data capture for insurance inquiries, and quote initiation components. Configuration was scaled to a 10-person professional services firm, prioritizing streamlined form flows and web-embedded access rather than broad enterprise orchestration. The Broker Buddha application is presented as the primary interface for new prospects arriving via the corporate site. Operational coverage centers on front-office sales and client service functions, consolidating lead capture and initial risk-data collection into a single web channel. Governance and process adjustments established standardized intake routing and follow-up ownership to reduce manual handoffs during policy intake. Training and procedural documentation accompanied the website rollout to ensure consistent use across the small team. The implementation positions Hro Resources Broker Buddha Customer Engagement as the central mechanism for online intake and client onboarding workflows, embedding Broker Buddha on the corporate website to streamline prospect engagement and initial data collection. | |
 |
HUB International | Insurance | 18000 | $4.5B | United States | Broker Buddha | Broker Buddha | Customer Engagement | 2019 | n/a | In 2019 HUB International agent Parker Christian began using Broker Buddha to digitize commercial insurance applications and renewals for his California based book of business. Broker Buddha is deployed as a Customer Engagement application to support client onboarding and CRM workflows, using online smart forms to capture application data and accelerate renewal processing. He began using the platform in May 2019 and rolled it out at the agent level for his book, aligning intake and renewal tasks to Broker Buddha workflows. Operational coverage centers on commercial lines intake, onboarding and renewal processing, with business functions impacted including client onboarding, account servicing and CRM data capture, and Parker Christian reports saving about two to two and a half hours per week while speeding renewals and improving the customer experience. | |
 |
|
Insurance | 1300 | $750M | United States | Broker Buddha | Broker Buddha | Customer Engagement | 2020 | n/a |
|
|
Buyer Intent: Companies Evaluating Broker Buddha
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||