Broker Briefcase®

Your Sales, Marketing and Education Engine

Introducing Content, Email Marketing Enhancements

As a commercial insurance broker, your time is precious. Finding and engaging with prospects can consume countless hours. Zywave solved this challenge by making major enhancements to Broker Briefcase. Now you can receive automatically from the system the most relevant content for your prospects based on an account’s line of business, industry, location and number of employees. You also now can send emails directly to prospects through Broker Briefcase without attaching Broker Briefcase content, so you can quickly engage prospects with custom messages.

Benefits of Broker Briefcase

Offer an Exceptional Customer Experience

Effortlessly service, educate and provide value to your clients by offering strategic guidance on topics such as compliance, risk management, safety, and more. Quickly answer your clients' questions and reinforce your status as an indispensable commercial advisor.

Streamline Communication & Build Your Brand

77% of insurance buyers want to hear from their broker at least once a month. With Broker Briefcase, you can instantly engage with your entire prospect and client base—all with the click of a button.

Empower Your Sales Team & Win More Business

Give your employees the tools they need to save time and complete their day-to-day responsibilities more efficiently. Keep account executives up-to-date on the latest best practices and market trends so they can win more meetings and new clients.

Features of Broker Briefcase

Unparalleled Content Library

With thousands of pieces of content, Broker Briefcase® has all the resources you need to grow your business. Whether you're looking for information on risk management, HSE, compliance, HR, well-being or another topic, Broker Briefcase can help.

Automated Communication Engine

Save time and make retention easy by setting up automated email campaigns for one-off or year-round distribution. Our powerful analytics dashboard makes it easy to measure and optimise the ROI of your marketing initiatives.

Built-in Prospecting, Renewal & Marketing Tools

Create custom prospect and renewal presentations in minutes with 3 simple steps using our Prospect Presentation Creator and Renewal Presentation Creator. Build your brand by leveraging our pre-made, customisable PowerPoints, videos, sell sheets and more to grow your business.

Customer Case Studies

"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."

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"With the additional documents provided to prospects and clients from Broker Briefcase, we have identified over £20K of business which we have won."

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Resources

Want to learn more about Broker Briefcase?

Check out these informational resources.

Broker Briefcase

Informational Sheet

Learn more about the key features and benefits of Broker Briefcase.

Download PDF

Prospect Presentation Creator

Informational Sheet

In 3 minutes, with just 3 steps, have a customised prospect presentation ready to take to your next prospect meeting.

Download PDF

Want to Learn More?

Request a Demo