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
Touch your entire book in seconds
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
"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.
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 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.