Solutions for Insurance Brokers
Take your client relationships to the next level. Offering BR Caddie to your clients as a value added resource enables you to become a trusted business partner, improves client retention and sets you apart from other brokers.
Your clients will love the intuitive and useful risk management solutions that will enable them to reduce costs, stay current and increase their revenue.
Schedule a demo today to learn more.
insurance broker Challenges
- Scattered Information and Files
- Incomplete Data and Reports
- Employee Turnover Issues
- Lack of Oversight for Multiple Locations
- Increased Risk and Costs
- Clients' employees store claims information, certs and contracts in various places, leading to disorganization and inefficiency.
- Maintaining complete files, reports and data on claims, certs and contracts is a challenge, affecting the bottom line.
- Changing staff results in lost historical information or confusion as to where a former employee may have kept records.
- Managing risk management data across various locations becomes a daunting task without a centralized system.
- Without a proper risk management program, clients face higher risks, liabilities, and insurance premiums.
BR Caddie SOLUTIONS
Risk Management Data in One Place
With BR Caddie, your clients can say goodbye to scattered files and hello to a centralized system. They can store, track, submit, and access all their risk management information, for all of their locations, in one secure online platform.
Always Available, Whenever & Wherever Needed
BR Caddie ensures that you and your clients have around-the-clock access to important data. Whether it’s the middle of the night or during peak hours, it’s just a click away.
Efficiency Like Never Before
Your clients will thank you. No more sifting through emails, spreadsheets, or paper files. BR Caddie streamlines their claims, certificates of insurance and contracts information and data, making it easier to manage, oversee and stay ahead of potential problems.
Confidentiality & Security First, Always
BR Caddie prioritizes the security of you and your clients’ data. Rest assured, important information and data are stored in a protected environment, safeguarded against unauthorized access and breaches.
return on investment
Benefits for BROKERS
- Opportunity to partner with clients and increase retention
- Help clients take the stress out of risk management
- Assist clients with claims issues, defense files and documentation
- Differentiate yourself by providing a value-added resource to clients
- Shared Document Library makes it easy to ensure everyone is working from same version of a document
Benefits for clients
- Save thousands in reduced liability, avoided lawsuits and claim handling
- Efficiently stay on top of Risk Management tasks (COI, Claims, Contracts, OSHA 300 Log,…)
- Payroll (time) savings from system automation
- Risk transfer program can potentially reduce insurance costs
- Savings on contract renewals. Automatically renewed contracts can cost thousands
Testimonials
Ready to stand out from the competition and improve client retention?
Sign up for a free demo and discover how BR Caddie can help take your client relationships to the next level.