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With Broker Briefcase Benefits you have access to original and timely content that is proven to increase leads and retention for insurance brokers of all sizes.
Created by industry experts, this marketing and communications tool helps benefits brokers improve their service offerings without investing more time.
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Agency marketing
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- Prospecting letters and scripts
- Proposal templates
- Capabilities sell sheets and presentations
- Strategic benefit planning tools
- Bid specifications and RFP templates
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Employer education & client servicing
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- Timely legislation and compliance information
- Surveys and statistics
- HR articles and forms
- Plan design information
- Workplace wellness support
- Renewal materials
- Stewardship reports
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Employee education
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- Health and wellness information
- Employee handbooks
- Newsletters
- Payroll stuffers
- Posters
- Informative articles
- Benefit statements
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Get the facts
Want to learn more?
Request product information.
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Request a demo
We know seeing is believing.
Request a free, no-obligation demo.
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1.877.MYZYWAVE
(1.877.699.9928)
Call now to speak to a Zywave sales representative.
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