Sales, marketing and educational engine
- Quickly and easily deliver valuable content to prospects and clients with ready-to-use newsletters and emails campaigns.
- Access more than 3,750 professionally written and designed documents and email templates.
- Get help where you need it, when you need it with Live Chat support.
- Be the trusted expert by providing clients with industry-specific and compliance-related content and communications.
Here’s how Broker Briefcase solves the complex problems you’re facing.
Touch your entire book in seconds
With automated email campaigns, your insurance brokerage marketing is easier than ever. Easily segment your book and touch all your clients and prospects with valuable resources year-round.
Lock down client retention with valuable resources
Support your clients' needs with our extensive marketing library, which includes customised wellness programmes, HR support, monthly newsletters and more.
Commercial Insurance Brokerage Sales and Marketing Platform
You want your brokerage marketing materials to be where your brokers are, whether in a prospect meeting or traveling between appointments. Arm them with Broker Briefcase mobile to enhance prospect presentations and improve efficiency on the go.