Brokerage University
A university your brokerage owns, not a course library you rent.
Your name on it. Your standards inside it. Built from the knowledge your people already carry, taught to the people who need it, at the level they actually work.
Six quick questions. No signup to see your directional estimate.
What it is
Your knowledge, your standards, your structure.
Brokerage University is your brokerage’s own internal learning and readiness system, powered by OurBuddy AI. It is built from what your brokerage already knows, and it is shaped to the way your brokerage is actually organised.
What it is
Your branded university, assembled from your roles, standards, workflows, carrier guidance and expert know-how. You decide what good looks like. We standardize your way, not ours.
What it is not
Not a public school. Not a shared catalogue of somebody else’s courses. No other brokerage appears in it, and nothing you build leaves with anyone but you.
One course, end to end
Follow a single course from a conversation to a readiness number.
Six stages. Each one sits in somebody’s hands, and it is worth knowing whose, because the answer is not “the software”.
Forty-five minutes with the person who actually knows. Or a screen recording of the workflow. Or the carrier bulletin and the process document that already exist. Nobody writes a manual.
The source material is drafted into a role-based course: lessons, checkpoints, practice and assessments, structured for how the work is actually done.
Your designated owner validates the course before a single learner sees it. The AI drafts. It never decides what your standard is.
Assigned by function and branch. A course built for Compliance appears for the people in Compliance and for nobody else. That targeting is the product's spine, not a setting buried in an admin screen.
Lessons, practice, quizzes and assignments. Nobody advances to the next module without completing the one before it, and nobody finishes without passing. There is no skipping ahead.
Because completion means all of the above, completion is worth something. Readiness shows up desk by desk, branch by branch, region by region, with the gaps named.
What you would see
Three people, three different products.
The same university looks different depending on what you are responsible for. One person can hold more than one of these at the same time.
You see the courses built for your function and your branch. Not the whole catalogue, not other people’s training. Your progress, your practice, your results.
- Scoped to the function or branch you belong to
- Sequential modules, no skipping
- Quizzes, practice and assignments to pass
Authoring comes in two shapes because brokerages do. Choose per person, per role.
Authors build and assign. Authors do not see the readiness heatmap. That surface belongs to Management.
Management is view and reporting. It never carries authoring, by design. What it does carry is the picture, filtered by org unit, skills and course, cascading automatically to whatever you are accountable for.
How it fits you
It bends to your org chart. You do not bend to it.
Every brokerage is shaped differently, so scope is the part we did not simplify. Four levels, and functions that behave the way a real brokerage behaves.
Global functions
Defined once at the top. When you open a new branch, every global function automatically appears inside it as its own branch-level instance, so a new office is never starting from nothing.
Custom functions
Unique to one branch. High-net-worth underwriting that only exists in Kitchener stays in Kitchener, and never clutters anybody else’s structure.
People are always attached to the branch-level instance of a function, never to the abstract parent. That is what makes a learner’s course list precisely theirs, and what makes readiness mean something when you filter it.
Where you fit
What you would hold, and what you would get.
Roles combine. Most people who bring OurBuddy into a brokerage end up holding more than one.
Strategic signers
President · CEO · Principal Broker · Managing Partner · COO · EVP Operations
You would hold Org-level Management
The whole organisation in one view, with the gaps named before they become somebody's complaint. You are not authoring anything. You are seeing whether the standard you signed off is actually happening.
Operational champions
COO · VP Operations · VP Personal & Commercial Lines · Director Operations · Broker Development Manager
You would hold Management, often with Scoped Author
The repetition comes off your desk. You can build for the branches and functions you are responsible for, and see the readiness picture for exactly that patch, without needing anybody's permission to look.
Learning, training and enablement
Director L&D · VP L&D · National L&D · Talent Development
You would hold Universal Author, plus Management
You build company-wide, from material that already exists, without waiting weeks for an expert's calendar to open. The bottleneck that keeps every course from shipping on time is the one thing this is designed to clear.
People and culture
VP People & Culture · Director People & Workplace · Talent and Employee Experience
You would hold Management, plus Universal Author
Onboarding stops depending on who happens to be free that week. You can build the company-wide induction yourself, and watch ramp and consistency in the same view the executives are looking at.
Acquisition and integration leaders
EVP Corporate Development · M&A Integration · Growth and Roll-up leaders
You would hold Management, scoped to the entities you are integrating
An acquired brokerage becomes a region or a branch, keeps its own custom functions, and receives your standards as courses rather than as a memo. You can see how far integration has actually got, instead of asking.
Before a pilot
There is a sequence, and it is short.
We do not start with a pilot, because a pilot without a number is a guess. Three steps, in this order.
Not done the Diagnostic yet?Start there. It takes about a minute and it is the number the Review is built around.
Start the DiagnosticSix quick questions. No signup to see your directional estimate.
Already have your number and your six-page report?Finding the number is the easy half. The Review is where we work out what is recoverable.
Book a Training Drag ReviewA private 20-minute working session. No slides and no sales presentation.
What your best people know is worth recording once, not repeating forever.
Say it once, or hand over the document that already exists, and it becomes something the brokerage owns. It starts with seeing the number.
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