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 emails 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.
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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®: May 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, May 24 2017 1:00pm CT

New in Broker Briefcase®: June 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.
Tuesday, June 27 2017 1:00pm CT

"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.

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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.