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Broker Briefcase
®
P&C Edition

Broker Briefcase Property & Casualty Edition contains templates specifically for property & casualty and personal lines brokers, including safety, loss control, risk management, contingency planning, workers’ compensation statutes, OSHA compliance and much more. This library offers a comprehensive selection of materials that will improve your prospecting, help you retain clients and elevate your business relationships to the next level.
Broker Briefcase P&C Edition

With Broker Briefcase P&C Edition you have access to original, timely, and up-to-date content that cannot 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
  • Sales strategies including ERM, RPS and Value(R)

Employer Education & Client Servicing

  • OSHA compliance & legislation
  • Surveys & statistics
  • 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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