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Broker Briefcase P&C Edition
Broker Briefcase
®
P&C

With the professionally written property & casualty content in Broker Briefcase, you can improve your top line, increase retention and position producers to win. Created by industry experts, this marketing communications content library helps you deliver clients resources to impact their bottom line and yours.

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Promote your role as an essential risk management partner with original and timely content that is customizable and completely branded to your agency.

With thousands of property & casualty documents tailored to dozens of industries, address clients’ pain points and enhance agency service offering in just a few clicks – giving you the competitive advantage to win business in today’s market.

Agency marketing

  • Marketing letters and prospecting scripts
  • Proposal templates
  • Agency capabilities sell sheets and presentations
  • Strategic risk management planning tools
  • Sales strategies

Employer education & client servicing

  • OSHA compliance & legislation
  • Surveys & statistics
  • Insurance coverage evaluations and exposure schedules
  • Certificates
  • Loss control resources
  • Stewardship reports

Employee education

  • Payroll stuffers
  • Safety programs & handbooks
  • Newsletters
  • Workplace posters
  • Informative articles

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