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As a commercial insurance broker, your time is precious. Finding and engaging with prospects can consume countless hours. Zywave's software solutions for commercial insurance brokers solve this challenge with innovative features that transform the way you manage, access and utilise content.
Smart Content Delivery: Account Executives spend 30+ hours a month just looking for the resources they need to do their jobs. The Broker Briefcase platform provides the most relevant content for your prospects and clients based on an account’s line of business, industry, location and number of employees.
Content Storage: Stop wasting time searching for the resources you need in multiple places. Turn Broker Briefcase in to your single source of truth and upload all the resources your team needs in one easy to search, easy to organise system.
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.
"Subscribing to Broker Briefcase has helped us compete against larger, national and corporate brokerages by being able to assist our clients with general risk management resources."
"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 Informational Sheet
Prospect Presentation Creator Informational Sheet
Broker Briefcase UK Case Study