Managing all the content you need to run your business can feel like an uphill battle. Trying to figure out who owns which content, whether it’s still accurate and up-to-date, and how and where it should be stored can lead to low utilisation and loss of efficiency, trying to locate or recreate existing resources.
But there’s a simpler way. With our software solution for commercial brokers, you can have the tools to organise and manage all of your brokerage, third-party, and Zywave content resources in one unified platform within Broker Briefcase. Organise, categorise and structure all your content in a meaningful and easily explorable way, and deliver personalised content to the right audience through the right channels. Uploading, accessing and distributing content has never been easier!
Content Management System (CMS)
Keep your brokerage content organised by tailoring the way you access and interact with it:
Increase utilisation and improve consistency with a centralised location to manage your content
Store and save all your own content, as well as any third-party, sales enablement, insurer, FCA etc. resources, for rapid and easy retrieval
Spend less time searching for content with your content delivered smartly based on unique account data