OurBuddy.ai — The AI Brain for your Brokerage. The AI Coach for every Broker.
One platform that finds answers, trains faster, and boosts revenue by 30%+.
Key Benefits
Save Hours Daily: No more chasing answers or colleagues, knowledge is one click away.
Train 10x Faster: Brokers onboard in days, not months, saving thousands in salary costs.
Never Lose Expertise: Institutional knowledge stays even when senior brokers leave.
Increase Sales by 30%+: Centralized leads and faster follow-ups mean more closed deals.
Operate with Clarity: Management gets real-time visibility across training, performance, and growth.
Product / Service Description (Brokerages)
OurBuddy.ai is an AI-powered operating platform built specifically for insurance brokerages, combining instant knowledge retrieval, AI-driven training, and lead management into one intelligent system. It empowers brokers to perform at their best from day one while giving management full visibility into performance, training progress, and ROI.
Here's how it helps your brokerage:
Key Features (with Embedded Use Cases)
An intelligent system that delivers targeted announcements while serving as a central hub for learning resources—keeping teams informed, engaged, and continuously growing.
Ask OurBuddy (Instant Answers)
Use Case: A broker gets a question from a client about CAA’s accident-forgiveness policy — instead of asking a colleague, they “Ask OurBuddy” and get the exact answer instantly.
Knowledge Hub (Knowledge Retention)
Use Case: Senior brokers record short video explainers on renewal workflows or tricky underwriting cases, storing years of know-how for new brokers to learn from.
OurBuddy University (AI-Enabled Training)
Use Case: New brokers complete custom AI-generated onboarding modules that mirror your brokerage’s exact products, workflows, and carrier systems — getting production-ready in 2 weeks.
OurBuddy Leads (Lead Management)
Use Case: Leads from your website, referrals, and email campaigns flow into one place — automatically routed to brokers, tracked through the pipeline, and analyzed for conversion ROI.
Analytics Dashboard (Live Clarity)
Use Case: Owners instantly see how brokers are performing, what training gaps exist, and which marketing channels deliver the best ROI.
Explore all features in action — book a free demo to see how it can work for you.
Book A Demo
How OurBuddy.ai Outperforms
Traditional Platforms — Feature by Feature
OurBuddy.ai combines the AI Brain and AI Coach to deliver unmatched speed, clarity, and control across your organization. Here's how it compares:
Features / Outcome
Traditional Platform
🧠 Knowledge & Learning
Knowledge Access
Instant AI-powered answers from all your documents and SOPs
Buried content, difficult to search
Training & Onboarding
AI builds structured courses from your existing materials in minutes
Manual and time-consuming to build
Performance Tracking
Real-time insights into progress, quizzes, and task-level analytics
Limited to basic course completion data
Gamification & Motivation
Built-in leaderboards and custom scoring to drive engagement
Rare or nonexistent
🚀 Sales, Retention & Client Enablement
Lead Management
Auto-assign leads with smart routing, reminders, and pause/resume controls
Not supported
Client Communication
Automated onboarding videos & resources sent after each sale
Requires separate tools or manual effort
🛠️ Admin Control & Campaigns
User Setup & Role Control
Fast role-based onboarding with department-level visibility
No department logic or role granularity
Campaigns & Internal Outreach
Create and automate internal announcements & campaigns
Requires external tools or manual work
Admin Dashboard
One unified dashboard for training, lead tracking, and team insights
Fragmented tools: LMS + CRM + others
🔌 Workflow Fit & Growth Readiness
Integration Flexibility
Fits seamlessly into existing BMS/CRM workflows
Fits seamlessly into existing BMS/CRM workflows
Scalability
Optimized for 100–500+ person teams with AI support at scale
Becomes clunky and hard to manage
Growing businesses are transforming how they work with OurBuddy.AI — now it's your turn.
Get unlimited users on the Free plan ✦ No credit card needed
Everything You Need to Know About OurBuddy – FAQs Answered
What Is OurBuddy.ai?
OurBuddy.ai is an AI-powered platform designed to centralize your company's knowledge, optimizing onboarding, training, and daily operations. By automating essential processes and streamlining access to key resources, it helps your team work more efficiently and accelerate business growth. OurBuddy.ai removes the complexity of fragmented systems, making it easier to manage workflows and improve productivity.
Who Is OurBuddy.ai Built For?
Is OurBuddy.ai Secure For Internal Information?
Can OurBuddy.ai Support Onboarding And Training?
What Is Ask OurBuddy?
Join a team that
thinks Big!
Dreamers, doers, and disruptors—welcome to OurBuddy.ai! We're on a mission to change the world through AI.
Explore Careers
Anil Pradhan
CEO & Founder
Fully Licensed Canadian Insurance Broker. MBA (UK) and MTEI from Saint Mary's University, Halifax. 20 years of experience across 10+ industries and countries.
Md Shirvan
Co-founder & CTO
Chief Software Architect. 15 years of experience in Telecom, Finance, and Hospitality. Expert in CRM, Messaging, and Loyalty.