The newest chapter walks you through the sequencing process of implementing insurtech into your brokerage to deliver a game-changing experience for you and your clients
Whether you're a commercial broker or a risk management or safety consultant, Zywave has the technology you need to take your business to new heights.
Our solutions help you win more commercial business and retain existing accounts by simplifying workflows and driving business results.
Position yourself beyond the traditional insurance advisor, by delivering and streamlining timely, high-quality content to boost client and prospect engagement.
Find out how our technology puts time back in your day and allows you to focus on what’s most important – advising your customers. Using our sales management and client delivery solutions, combined with our unparalleled content offering, you can deliver an exceptional customer experience.
Become an indispensable consultant to your customers. Use our risk management, compliance and content solutions to provide strategic guidance and set your brokerage apart.
Showcase your value, sell to new industries and deliver an exceptional customer experience using the unrivaled content and sales and marketing resources available in Broker Briefcase. Learn how our content, sales, and renewal tools can drive growth at your business.
Deliver 24/7 expert guidance to all of your commercial clients. Offer your clients a self-service portal that is full of tools they can use to manage their HR, compliance and risk management needs. Whether you want to help with safety materials, cyber risk management, HR culture or more, Client Portal has the tools you need to provide value to your clients, without adding to your workload.
Fine-tune your sales & renewal process. Win more business and retain existing accounts by leveraging technology and resources to streamline once manual tasks, taking your business to new heights.
In today’s digital age, the phrase “content is king” has never been more true. Boost engagement and education by providing timely, personalized content to your clients and prospects.
"Broker Briefcase helps save me time by delivering relevant, insightful pieces to clients and businesses I want to work with. That way there's already a meaningful connection by the time we get introduced."
"With the additional documents provided to prospects and clients from Broker Briefcase, we have identified over £20K of business which we have won. "
"Broker Briefcase has provided us with outstanding marketing and retention literature. With Zywave, we've been able to demonstrate our value in a very crowded market and strengthen our relationships with existing clients."
Instantly access 140+ free, on-demand webinars. Easily filter by webinar type and keyword to find the perfect webinar for you and your business goals.
Last year, Don Bailey and I introduced our e-book – The Sales Revolution – Digital Disruption Demystified: The Ultimate Guide for Driving Brokerage