Launch Your Brokerage University in 14 days.
OurBuddy University (OBU) is the AI-powered training & onboarding platform that turns your SOPs, documents, and expert know-how into a white-labelled Brokerage/Agency University — so new hires ramp faster and teams execute consistently.
White-labelled for your brokerage: Your branding, your structure, role-based learning paths
Built from what you already have: docs, checklists, workflows, videos, SME (Subject Matter Expert) knowledge
Leadership visibility: completion, quiz results, readiness gaps, consistency
Start with a 14-day / 1-course paid pilot — clear scope, written success criteria, fast proof.
Built for regulated, process-heavy teams — starting with insurance brokerages & agencies.
The fastest way to prove it:
We pick one high-impact training area, build one complete course inside your white-label University, enroll a pilot group, and measure success.
Choose the first training priority (Day 1–2)
Examples: New producer onboarding, service standards, renewals, commercial intake, claims process, CSR onboarding.
Convert your materials into one complete course (Day 3–10)
We structure your existing content + SME (Subject Matter Expert) know-how into lessons, checkpoints, and assessments — inside Your Brokerage University.
Enroll a pilot group + measure success (Day 11–14)
You get clear visibility into completion, quiz results, and readiness gaps — plus next-course recommendations.
What we need from you:
A training owner
Your existing materials
1–2 subject experts
What you get with Your Brokerage University
White-labelled for your brokerage — powered by OurBuddy University (OBU)
Everything you need to run training like a system — not a constant interruption.
Role-based learning paths (new hire → competent → advanced)
Courses, lessons, and checklists structured for real workflows
Quizzes, certificates, and completion tracking
Enrollment by cohort or role (new hires, CSRs, producers, managers)
Leadership reporting on readiness + gaps (who's done what, who needs help)
AI assist for structuring content from your existing materials (optional, if enabled)
Outcome:
Start with the 14-day / 1-course pilot
Book a 20-min Pilot Fit Call
FAQ — Your Brokerage University
White-labelled for your brokerage — powered by OurBuddy University (OBU)
Yes. Your team experiences it as "Your Brokerage University" — with your branding, your structure, and your training priorities. OurBuddy University (OBU) is the engine powering it behind the scenes.
A focused, paid pilot where we: select one training priority (one function / one area), build one complete course from your existing materials + SME (Subject Matter Expert) input, enroll a pilot group, and measure success with completion + assessment reporting.
Three things: 1) A training owner (HR/L&D/Ops or a senior manager), 2) Existing materials (docs, SOPs, checklists, slides, videos — even messy is fine), 3) 1–2 subject experts for quick validation check-ins
Pick one high-impact area that affects quality and consistency, like: New broker / CSR onboarding, Service standards (endorsements, renewals, documentation), Commercial intake / quoting workflow, Claims handling process, Core compliance workflows
Most LMS tools store courses. Your Brokerage University is built to operationalize execution. It turns your real workflows into structured learning paths with assessments and visibility — so training becomes consistent, measurable, and repeatable.
If the pilot hits the agreed success criteria, we scale in a predictable way: expand to 2–3 additional courses in the next phase, add more roles/teams, standardize into a full Brokerage/Agency University rollout
Our initial focus is regulated, process-heavy teams — and insurance brokerages/agencies are our beachhead. The system is built to scale across departments and branches.
Ready to launch Your Brokerage University?
Start with a 14-day / 1-course paid pilot. In 20 minutes, we'll confirm fit, pick the first training area, and define measurable success criteria.
No platform chaos. No endless customization. Clear scope → fast proof → rollout.