Your Sales, Marketing and Educational Engine.
Train producers, educate and engage clients, and market to prospects with more than 3,750 professionally written and designed pieces of content. Customizable for agency branding.
Effortlessly service, educate and provide value to clients
Service your clients by answering questions and proactively keeping them up to date with the latest HR, compliance, wellness, and more. Keep your clients educated on their benefits and help them make better wellness and benefits decisions.
Communicate to prospects and build your brand
Pick premade, agency branded newsletters and content to instantly engage your entire prospect base with a click of a button. Year round campaigns, breaking legislative news help differentiate your value.
Keep your agency up-to-date and trained on best practices
Train your staff and producers on industry and market best practives. Give them the tools to save time and help them execute their day to day. Onboard and empower producers to drive results with best practices.
and marketing initiatives
Make sure you get ROI out of your marketing initiatives by know how effective they are. Reporting on clicks, downloads and more will help you know what your clients are interested in and how to better engage them.
“Our numbers over the course of the past six months are up significantly.”
— Kevin Berntsen, Vice President of Admiral Insurance
Grow your agency and enhance your pitch.
Broker Briefcase Benefits Edition pairs perfectly with the following other products: HRConnection®, MyWave Portals, Decision Master® Warehouse and BrokerageBuilder™.Speak with a Specialist
Broker Briefcase Benefits Edition solves the problems you're facing.
- Cut down on servicing time
- Close more business
- Make retention easy
Benefits brokers spend the majority of their time servicing their existing clients, leaving little time for anything else. Agencies can save time by answering questions quicker and proactively communicating with their clients.Schedule a Demo
Differentiation is one of the biggest challenges for insurance agencies and most struggle to do so. Differentiate by providing tangible value and ROI to your prospects with Broker Briefcase Benefits Edition resources and close more business. We can help you execute your prospecting with content, resources, tools, and much more.Schedule a Demo
Simplify the retention process by showing your value year round. Provide tools and resources to save your clients money and educate them on HR, compliance, employment,, wellness, benefits and more.Schedule a Demo
Here are just some of the features that set Broker Briefcase Benefits Edition apart.
Instantly email content and resources one-off or set-up once for year-round distribution.
Weekly emails to the broker providing new content and strategies to engage clients.
Over 5,000 peices of content covering HR, employment law, compliance, wellness, etc.
Prospect Presentation Creator
In 3 minutes, with just 3 steps, have a customized prospect presentation ready to take to your next prospect meeting.
Workflows in product that provide the best resources for your producers or CSRs to use in each step of their workflows.
On-demand marketing hub
Enhance your brand with ready to use marketing templates, videos, PPTs, sell sheets, emails, social posts, scripts and more.
In-product producer training program to onboard new producers and reinforce best practices and strategies for veteran producers. Step by step through the entire sales process.
Get click rates, opens, downloads and more for your marketing initiatives through BB.