Sales, marketing and educational engine
- Quickly and easily deliver valuable content to prospects and clients with ready-to-use newsletters and emails campaigns.
- Access more than 3,750 professionally written and designed documents and email templates.
- Get help where you need it, when you need it with Live Chat support.
- Be the trusted expert by providing clients with industry-specific and compliance-related content and communications.
Here’s how Broker Briefcase solves the complex problems you’re facing.
Be the ACA expert
Touch your entire book in seconds
Lock down client retention with valuable resources
Employee Benefits Insurance Agency Sales and Marketing Platform
On-demand marketing communications
What's New in Broker Briefcase
Keep up with all of the new updates coming to Broker Briefcase in 2017 with this series of monthly information packed webinars.
New in Broker Briefcase: July Edition
New in Broker Briefcase: August Edition
New in Broker Briefcase: September Edition
"We're becoming a thought leader on health care reform in our area. Now our small firm looks and feels like a much bigger company, and we have the toolbox to go after larger groups."
Burman Clark, Owner
Leverage Unparalleled Support
Content that Counts
Look to Broker Briefcase to provide timely and accurate content to you and your clients, for example, with our Affordable Care Act Toolkit.
Webinar: Meeting Compliance Demands
If you aren’t meeting employer compliance demands, someone else will. Learn new strategies to protect your book while getting your foot in the door with prospects.