Products

Propose

About Us Pricing

AI Agents built for Broker Efficiency

Streamline the mundane, so you can focus on what matters most

Products

For the Brokerage That's Busy,
But Wants to be Productive

Discover

Instantly build detailed client profiles and risk assessments to speed up fact-finding and insurer submissions

Propose

Instantly build detailed client profiles and risk assessments to speed up fact-finding and insurer submissions

Real-Time Messaging

Stay connected with instant, lag-free conversations across teams and customers.

Download Now

About Us

Built for Connection. Driven by Innovation.

We're on a mission to transform the way teams and customers communicate—faster, and more human.

4.9/5

Based on 24K global reviews

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Benefits

Technology that respects your time

Easy to Buy

No complex sales or long setups - just clear pricing and quick onboarding that delivers value from day one.

Easy to Use

No complex sales or long setups - just clear pricing and quick onboarding that delivers value from day one.

Easy to Benefit from

See results immediately as your team saves time, improves accuracy, and focuses on what matters most

Benefits

Built to Support the Way Modern Teams Communicate

AI Chat Optimization

Boost response speed & quality with intelligent AI suggestions.

AI Chat Optimization

Boost response speed & quality with intelligent AI suggestions.

Offline Messaging Sync

Keep chatting—messages auto-sync when you're back online.

Offline Messaging Sync

Keep chatting—messages auto-sync when you're back online.

Real Time Chat

Team Collaboration

AI Chat Support

Secure Messaging

Cross Platform

Smart Notifications

Easy Integration

Benefits

The Future of Business Chat Starts Here

Data Driven Messaging Insights

Understand Every Message with Powerful Analytics

Unlock trends, monitor performance, and optimize your conversations with real-time insights.

Detailed Team Performance Reports

Live Chat Metrics at a Glance

Testimonial

Trusted by Forward Thinking Brokerages

Ben Costello, Principal Broker, CoverWise

“Most impactful efficiency gain we've made in years."

"The time our team spent on pre-renewal research was a major bottleneck. Discover automated the bulk of that initial fact-finding, and now we walk into client meetings better prepared and with more time for actual strategy. It's the simplest, most impactful efficiency gain we've made in years."

Bro Ker, Operations Manager, BrokerageCo

Michigan, US

“We were skeptical of AI hype. ”

We were skeptical of AI hype. BrokerBuddy is different. It doesn't promise to do everything; it just does exactly what they say it will, exceptionally well. The efficiency gains were immediate.

Phillipe Cotller

Michigan, US

“Productivity Up Stress Down”

We've tried many tools, but Chat FZ is the one our whole team actually enjoys using.

Step 01

Sign Up in Seconds

Create a free trial account in just a few clicks. no complex setup required.

Step 02

Run some experiments.

Tell us some information, upload some documents, and watch BrokerBuddy do its thing.

Step 03

Invite your team

Easily invite your team members so everyone can give it a test run.

Step 04

Enjoy the benefits

Upgrade to a paid account to unlock productivity, forever.

Getting started

Where do I start?

We let our products do the talking. No long sales calls, no PowerPoint decks. Just our product. In your hands.

Try it now, free!

FAQ

Frequently Asked Questions

1. What is included in a free trial?

Our trial is for 3 days, and includes 5 credits. A credit is one use of our core AI modules: Discover (for client needs analysis) or Propose (for generating a Statement of Advice). This is enough to run real-life client scenarios through the entire BrokerBuddy workflow, from initial fact-finding to the final recommendation. During your trial, you get full, unrestricted access to all features—no credit card required. It’s the perfect way to experience the time savings and efficiency gains firsthand.

2. What exactly is BrokerBuddy?

BrokerBuddy is an AI platform for insurance brokers designed from the ground up to support your workflow. Think of it as an intelligent co-pilot. It's a powerful piece of insurance broker automation software that uses advanced AI to help you with the most time-consuming parts of your job—like client discovery, policy research, and quote comparison—so you can streamline your broking process and focus on providing exceptional client advice.

3. How does AI actually help an insurance broker in their day-to-day work?

The benefits of using AI in insurance broking are tangible. Instead of spending hours on manual tasks, our AI can:
- Automate Research: Instantly analyse complex Product Disclosure Statements (PDS) and policy wordings to find key details.
- Enhance Discovery: Guide you through a structured and comprehensive client needs analysis, ensuring no detail is missed.
- Accelerate Advice: Generate a detailed, compliant draft for your Statement of Advice (SoA) in minutes, not hours.
- Boost Productivity: By handling the repetitive work, our insurance broker productivity tools free you up to manage more clients and build stronger relationships.

4. What do you mean by 'Generative AI' for insurance?

Generative AI is a type of artificial intelligence that can create new content, such as text, summaries, and recommendations. BrokerBuddy uses a specialised form of generative AI for insurance, trained specifically on policy information and standards. It helps draft client information, summarise key policy differences, and form the narrative for your recommendations, acting as an incredibly fast and accurate assistant.

5. How does BrokerBuddy streamline my end-to-end broking process?

BrokerBuddy connects the dots between the most fragmented parts of your job. The platform creates a seamless flow from initial client fact-finding to the final recommendation. Data entered during discovery is automatically used to compare policies and populate your SoA, eliminating the need for manual re-entry and reducing the risk of human error. This integrated approach is how we help you automate insurance broker tasks effectively.

6. With platforms like this, what is the future of insurance broking? Will AI make my role obsolete?

Absolutely not. The future of insurance broking is about partnership with technology. BrokerBuddy is designed to augment your expertise, not replace it. We believe AI will handle the repetitive, data-heavy tasks, freeing you to do what a machine can't: build trust, understand nuanced client situations, and provide expert, empathetic advice. The broker becomes a high-value strategist, powered by intelligent tools.

Blog

Insights, Inspiration, and Innovation

Easily invite your team members and get everyone connected in one place, instantly.

Arlene McCoy

Editor

5 days ago

Chat Insights

May 10, 2025

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AI Agents built for Broker Efficiency

For the Brokerage That's Busy,But Wants to be Productive

Discover

Propose

Real-Time Messaging

Built for Connection. Driven by Innovation.

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For the Brokerage That's Busy,
But Wants to be Productive