Marketing communications

Gain and retain clients with Broker Briefcase, the industry-leading tool that offers insurance brokers access to thousands of templates that are customizable and delivered to clients with a simple point and click.

Whether your specialty is Employee Benefits, Property & Casualty or both, Broker Briefcase's exclusive content offers valuable resources for you and your clients.

Client resource portals

Deepen client relationships with MyWave portal solutions that provide access to property & casualty and benefits insurance resources and services.

Deliver employers a custom employee communications portal with HRconnection, including benefit elections, vacation tracking and access to company content.

Claims analytics

Create money-saving solutions for larger employers with Decision Master Warehouse.

Tailor benefit plan decisions for smaller employers with PlanAdvisor.

Turn client property & casualty claims data into cost-saving solutions with RALLE Warehouse and demonstrate how workers’ compensation losses affect premiums with ModMaster.

Agency management

Manage leads your way with SalesPulse, a system designed for the way insurance brokers work, with no required fields or workflows.

Advance enterprise efficiencies with BrokerageBuilder, an insurance agency management system that streamlines client data management for maximum effectiveness.