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Customized Client Communications Direct From Your Agency
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Why Broker Briefcase?
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Differentiates you with customized materials from your agency |
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Helps you attract new business |
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Demonstrates your value as a trusted advisor |
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Improves productivity for you and your staff |
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Creates exit barriers for your clients through these relationship-building services |
Thousands of Content-Rich Documents
Your clients count on you to keep them updated on issues that affect their business. And you can count on Broker Briefcase to supply the answers.
Broker Briefcase gives you thousands of documents customized with your agency brand – making something that took you seconds look like it took all day! When combined with a client portal, Broker Briefcase allows you to easily post these documents directly to your client.
From legislative, safety, financial and legal advice to compliance, risk management, and health and wellness initiatives, your clients look to you for timely, consistent information. And with Broker Briefcase, you can provide valuable documents to fit all those needs.
Choose the Right Content for Your Agency
Broker Briefcase offers you options based on your line of business and agency needs.
Broker Briefcase® Benefits contains documents on wellness programs, benefit plan designs, legislative compliance and more, along with broker marketing materials.
Broker Briefcase® P&C offers materials on loss control, risk management, safety and more.
Broker Briefcase® Personal Lines provides documents to fit your agency’s personal lines needs.
For more information, call us at 877-MYZYWAVE or complete the information request form.
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