Broker Briefcase® P&C

Train producers, educate and engage clients, and market to prospects with more than 5,300 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 email campaigns.
  • Access more than 5,300 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.

Property and Casualty Insurance Agency Marketing and Sales Software

Lock down client retention with valuable resources

Support your clients' needs with our extensive marketing library, which includes safety resources, HR support, monthly newsletters and more.
Sales Management

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

Zywave Introduces: The Prospect Presentation Creator

Stand out in prospect meetings with custom online portfolios generated for you via the Prospect Presentation Creator. In just 3 minutes and 3 simple steps, you’ll be able to consistently communicate and differentiate to prospects with resources that win you the business.

"In my 30-year career, I can practically count on one hand the
number of BORs I’ve won, and I walked away with three of them in
three weeks, just using Zywave."

Ken Jones, P&C producer
SDL Brokerage, Inc.

Why do our partners love using Broker Briefcase? Let Kevin from Admiral Insurance tell you why.

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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 Employee Safety Manual.

Webinar: Everything OSHA: Penalties and Reporting

OSHA penalties increased by 80% in 2016. Learn about our OSHA Violations Database to identify which of your clients are subject to penalties so you can help remedy the problem and offer meaningful solutions. We’ll also discuss the new OSHA recordkeeping rules and the Zywave solutions that will help keep your clients compliant.