Insurance Agency Marketing - Broker Briefcase

INSURANCE SERVICES » By Product Name » Broker Briefcase

Broker Briefcase

Insurance agency marketing materials

Win new business and enrich client relationships with Broker Briefcase, an online content library that contains thousands of customizable, agency-branded marketing templates that help you advise, educate and protect a client’s bottom line without adding to your staff.

Agency marketing made easy
Bring in new business and generate revenue while enriching your existing client relationships with Broker Briefcase. With thousands of customizable templates, you can: Prepare and deliver renewals Generate proposals Develop presentations and marketing literature Find and deliver legislative information Educate employers and employees about complex issues

Employee benefits content

Broker Briefcase Benefits Edition contains templates on a wide range of benefits topics, including health care reform, wellness programs, plan designs, compliance, retirement, human resources and much more. This library offers an extensive selection of marketing and educational materials that will enhance your prospecting, help you retain clients and secure your business relationships.

Learn more about improving your employee benefits marketing efforts.

Benefits Edition

P&C and personal lines content

For P&C insurance brokers, Broker Briefcase Property & Casualty Edition contains templates on topics including safety, loss control, risk management, contingency planning, workers’ compensation, OSHA compliance, personal lines and more. This library offers a wide selection of marketing and educational materials that will help your agency deliver more value in less time.

Learn more about property & casualty and personal lines marketing solutions.

P&C Edition

No-hassle delivery
The marketing resources in Broker Briefcase will improve your productivity and enhance your client relationships, giving you more time to run your agency. Deliver content to clients in a variety of ways. Send via email in an instant, print and mail your materials, or post content directly to your MyWave client Web portal. You can even set up ongoing communication campaigns that automatically deliver content to multiple clients periodically with just a few clicks.