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Broker Briefcase
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Benefits Edition

Broker Briefcase Benefits Edition contains templates specifically for the benefits broker, including wellness programs, plan designs, state-specific COBRA and FMLA compliance, retirement, human resources and much more. This library offers a comprehensive selection of materials that will improve your prospecting efforts, help you retain clients and secure your business relationships.
Broker Briefcase Benefits Edition

With Broker Briefcase Benefits Edition you have access to original, timely, and up-to-date content that can not be found anywhere else.

Created by industry experts, you're sure to find something to advance your efforts in every part of your business.

Agency Marketing

  • Prospecting letters and scripts
  • Proposal templates
  • Capabilities sell sheets and presentations
  • Strategic planning tools
  • Bid specifications and RFP templates

Employer Education & Client Servicing

  • Timely legislation and compliance information
  • Surveys and statistics
  • Human resources articles and forms
  • Plan design information
  • Renewal materials
  • Stewardship reports

Employee Education

  • Payroll stuffers
  • Wellness information
  • Employee handbooks
  • Newsletters
  • Informative articles
  • Benefit statements

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