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Bring in new business and generate revenue while enriching your existing client relationships with Broker Briefcase. It houses thousands of document templates – from marketing presentations to statistics, newsletters and informative articles - customized with your agency brand and sent to your clients with a simple point and a click.
Broker Briefcase® P&C Edition contains templates on a wide range of topics, including safety, loss control, risk management, contingency planning, Workers’ Compensation statutes, OSHA compliance and much more. This influential interface tool offers a comprehensive selection of documents that will improve your prospecting, help you retain clients and elevate your business relationships to the next level.
Why Broker Briefcase PCE?
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Prepare and deliver renewals |
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Generate proposals |
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Develop presentations and marketing literature |
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Find and deliver OSHA compliance information |
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Share statistics and industry analyses |
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Educate employers and employees about complex issues |
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Provide value-added services |
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Make money |
Quality Content Delivered Easily
Written by professionals that understand the insurance industry, content in Broker Briefcase is relevant to your business and your clients’ business. Delivery to your clients is as easy as e-mail or a quick post to a MyWave Elements™ or MyWave® Portal communication portal.
Broker Briefcase also includes access to Zywave's discount pharmacy benefits program, ZywaveRx™
For more information, call us at 877-MYZYWAVE or complete the information request form.
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"I have always been really impressed with Zywave. The products are amazing, and the service has been really wonderful. I am using the Broker Briefcase and MyWave right now… every one of these tools is so easy to use."
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