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.
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.
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.
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.
"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."
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Learn more about the key features and benefits of Broker Briefcase.
In 3 minutes, with just 3 steps, have a customised prospect presentation ready to take to your next prospect meeting.