Marketing Communications

Gain and retain clients with Broker Briefcase, the industry-leading tool that offers 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, a suite of portal solutions that provide access to the property & casualty and benefits insurance information, resources and services your clients value.

Deliver clients a custom employee communications portal with HRconnection, loaded with must-have features including benefit elections, vacation tracking and access to company-specific content.

Claims Analytics

Create money-saving solutions for larger employers by exposing the root causes of real medical and Rx claims costs with Decision Master Warehouse.

Tailor benefit plan decisions for smaller employers and advance your trusted advisor role with PlanAdvisor.

Differentiate your services by turning client property & casualty claims data into cost-saving solutions detail with RALLE Warehouse.

Agency Management

Experience the freedom to manage leads your way with SalesPulse, a system designed for the way insurance producers work, with no required fields or workflows.

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