Buddy offers many features and services to enable the sale of insurance online and all the associated tasks, like offer configuration, policy, and customer management.

Buddy provides these features and services through a suite of applications and services:

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The Offer Element: Buddy embeds insurance offers for online transactions using the Offer Element, which is configurable through a Javascript interface.

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Buddy Services: Buddy Services are a suite of modular services that enhance the Buddy stack. These range from PDF generation to email delivery.

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Buddy Manager: The Buddy Manager provides an interface for our carriers and partners to view and manage policies and customers.

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Insured Portal: The Insured Portal allows customers who have purchased policies through Buddy to manage their information and policies themselves.

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Buddy Offer Element:

Buddy displays insurance offers using the Offer Element. We utilize Javascript to integrate the offer onto the host page. The Offer Element takes care of everything else, including rendering the user interface, making calls to the carrier API, calculating rates, and ensuring secure e-commerce transactions.

Vigilance Occupational Health, powered by Buddy

pomi Sports Accident, powered by Buddy

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The Offer Element does all of this with these features:

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Dynamic UI generation:

Every product will have unique requirements for gathering application data and presenting a UI optimized for conversion. Here are just some of the ways the Offer Element generates high conversion user interfaces dynamically.

• UI Generation: The Offer Element is generates a series of views populated with content and form fields. We can define that interface through the ION engine and provide logic to generate the exact interface the product needs at any given point.
• Markdown Content Support: We render all our static content using the standard Markdown language, allowing easy content generation and formatting.
• Progress Tracker: The progress tracker for the Offer Element gives the user understanding of where they are in the purchase path. This progress tracker can be styled using custom CSS to match a host site, and the milestones are configurable in the ION (the Buddy file format for insurance products), ensuring that the user is informed of progress.
• Views: The Offer Element can invoke different view types with specific functionality.
  • Standard View: This view presents form fields and content.
  • Conditional Views: Any view can be conditionally rendered based on value retrieved from an API call or using the pre-fill data feature.
  • Iframe view: The ability to load content into an iframe and communicate with it using the Post Message API.
  • Quote View: This view will generate a quote call for the Buddy API.
  • Checkout View: This optional view includes self checkout for multiple payment types and processors.
  • Post-checkout View: This view is rendered after a completed purchase action.

Offer Element Data Injection:

Experience the convenience of pre-filling your customers data through simplified Javascript interface. Reduce the consumer's manual data entry and effortlessly streamline the processes.