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.
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