Broker Briefcase

Fuel your sales and service success with professional content marketing

  • 7,500+ ready-to-use templates for you, your clients and their employees
  • Timely legislation and compliance information
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Broker Briefcase Benefits Edition
  • 3,000+ ready-to-use templates
  • Timely HCR, HIPAA, FMLA, COBRA and other legislation information
  • Automatic marketing campaigns
  • Deep branding customization
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  • 3,500+ ready-to-use templates
  • Timely OSHA information
  • Automatic marketing campaigns
  • Deep branding customization
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Broker Briefcase

Deliver client content that solves real business problems and positions you as the solution.

PROVE YOUR VALUE

Offer business insight, uncover actionable problem areas and prove your impact on the bottom line.

PROTECT YOUR BOOK

Enhance your service experience with communication solutions that build your brand and win client loyalty.

EMPOWER YOUR STAFF

Power sales and service efficiency with time-saving tools designed to fit you.

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