Bridging the Gap: How Brokers Sell with Buddy's Personal Device Checkout
This is part of our case study series featuring Interplanetary Insurance.
The Challenge: Streamlining the Brokered Sales Process
Traditional broker-customer interactions haven't kept up with modern expectations. Customers want the convenience of digital self-service but still value the expertise of a knowledgeable broker. The challenge: how do you bridge that gap?
Customers face:
- Time constraints that make in-person meetings difficult
- Scheduling limitations for phone consultations
- Lack of autonomy in the traditional application process
The Solution: Buddy's Personal Device Checkout
Buddy's Personal Device Checkout (PDC) transforms the brokered sales process into a three-step flow:
- Broker collects initial information via Offer Element, CRM integration, or webform
- Customer receives a secure link via text or email
- Customer completes the application independently on their personal device, at their convenience
The broker stays in the loop — they can see when the customer opens the link, where they are in the process, and when the policy is issued.
The Results
- Increased conversion rates — customers complete on their own time, reducing abandonment
- Reduced administrative burden — brokers spend less time on data entry and follow-up
- Improved client experience — the modern, mobile-first interface builds confidence
The Digital Transformation of Insurance Brokerage
According to Boston Consulting Group, digitally-enabled distribution is growing faster than traditional channels across all insurance segments. The U.S. Bureau of Labor Statistics projects 6% employment growth for insurance agents through 2033 — but the role is evolving from transaction processor to trusted advisor.
Buddy's PDC enables that evolution by handling the transactional work so brokers can focus on relationships.
A New Frontier for Brokered Sales
The best broker-customer relationships combine human expertise with digital convenience. Buddy's Personal Device Checkout makes that combination possible.