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
Zywave Introduces: The Prospect Presentation Creator
Why do our partners love using Broker Briefcase? Let Kevin from Admiral Insurance tell you why.
"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.