Insurance Buffalo
The business management platform built for insurance brokers and agents.
Manage your clients, contracts, documents, commissions and follow-ups in one place - without the complexity and cost of traditional systems.
See Insurance Buffalo in action.
Everything you need to manage your brokerage, connected in one place.
One client record for everything
Keep client information, contracts and related documents together in one place.
Built around the work of running a brokerage.
One client record for everything
Keep client information, contracts and related documents together in one place.
Everything you need to know about a client is connected to their record. Access contact details, contracts and associated documents without searching through separate systems or files.
Manage renewals from one pipeline
Turn upcoming renewals into an organised, accountable workflow.
See every renewal in one pipeline and track it from Upcoming through Contacted, Quote in Progress, Quote Ready and Proposal Sent to its final outcome. Assign renewals to your team, identify overdue business and see when each renewal was last updated.
See the full picture of every client
Bring the information you need together in one clear view.
See client details, contracts, documents and other relevant information from the same client record, giving you the context you need to manage each relationship effectively.
Stay on top of what needs your attention
Get timely notifications about important client and contract events.
Stay informed about important dates and follow-ups so fewer tasks depend on memory, spreadsheets or separate calendar reminders.
Keep sensitive client data protected
Protect the information your clients trust you with.
Secure access and encrypted data transmission help protect your client information, while AuditTrack provides a record of changes to important data.
Get found by potential clients
Put your brokerage in front of potential clients.
Create a professional public business listing for your brokerage and make it easier for people searching for insurance services to discover you.
Know what is coming due and what needs to happen next.
See upcoming renewals in one workflow, track progress from first contact through final outcome, and quickly identify renewals that need attention.
Manage your clients
Keep client records, contact details, notes and related information organised and accessible.
Manage your contracts
Keep contracts connected to your clients and manage the information you need to keep your brokerage organised.
Manage your renewals
Track upcoming renewals, assign responsibility and follow every renewal through to its outcome.
Run your brokerage
Manage commissions, documents, reminders, users and communication alongside your client and contract data.
Grow your brokerage
Create a professional public business listing and make it easier for potential clients to discover your brokerage.
Your clients trust you with their information. We take that seriously.
Insurance Buffalo is designed to help you protect sensitive client and business information while keeping it accessible to the people who need it.
Secure access
Control access to your brokerage information and keep sensitive data available to the right people.
Encrypted connections
Client information is transmitted over encrypted connections.
AuditTrack
Track changes to important client and contract information and retrieve previous information when needed.
What insurance brokers say
Insurance Buffalo has made my life as a broker so much easier. The platform's user-friendly interface and efficient features help me manage clients and contracts effortlessly. It's a game-changer for any broker looking to simplify their workflow and stay organized. Highly recommend!
Sylvia M.
Independent Insurance Broker
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Start your 30-day free trial and see how Insurance Buffalo fits into your daily workflow.
Further Information
We value your input and strive to meet your needs.
Take advantage of our free trial offer today to experience our solution for yourself.
No credit card required.
No automatic subscription.
See how our platform can help your business grow.
For additional information, please refer to the following pages:
Frequently Asked Questions
Features of Insurance Buffalo