Broker Briefcase® Benefits Edition

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.

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

Health care reform, and other legislation, is a top employer concern. Market yourself as the compliance expert to differentiate your insurance agency and grow.
Icon of a man and a medical symbol

Touch your entire book in seconds

With automated email campaigns, your insurance agency marketing is easier than ever. Easily segment your book and touch all your clients and prospects with valuable resources year-round.
Business people connected to documents

Lock down client retention with valuable resources

Support your clients' needs with our extensive marketing library, which includes customized wellness programs, HR support, monthly newsletters and more.
Documents in 3D space

Employee Benefits Insurance Agency Sales and Marketing Platform

You want your agency marketing materials to be where your producers are, whether in a prospect meeting or traveling between appointments. Arm them with Broker Briefcase mobile to enhance prospect presentations and improve efficiency on the go.

Grow your agency and enhance your pitch

Broker Briefcase is the producer’s best friend, full of customizable, branded presentations, proposals and other insurance agency marketing materials designed to help sell, plus instructional materials to help green producers up their game.

On-demand marketing communications

What if you could stay top of mind with clients with ready-to-use marketing communications, without sacrificing valuable time with prospects? Welcome to the next generation of insurance agency marketing solutions.

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: October Edition

We strengthen the industry’s most powerful growth engine every month. In this brief webinar, we’ll showcase the latest and greatest content and tools, and share with you 2-3 ways that each resource can be used to land more meetings, close more deals and boost retention.
Wednesday, October 18 2017 1:00pm CT

"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
Muneris

Icon of a support agent

Leverage Unparalleled Support

Get up and running easily – our implementation experts load your data, train your agency and help you customize the system. Zywave also provides guidance every step of the way with on-going support from in-house experts.

Additional Resources

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.