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An 'easy button' for your agency's workflow.

Broker Briefcase P&C Edition revolutionizes the way brokers sell, market and communicate with clients and prospects. Leverage our powerful email distribution engine, automation tools and content library with more than 5,800 professional resources on safety, risk management, compliance and more.

Effortlessly communicate to prospects and build your agency brand

Pick premade, agency branded newsletters and content to instantly engage your entire prospect base with a click of a button. Year-round campaigns, breaking legislative news help differentiate your value. 

Effortlessly service, educate and provide value to your clients

Service your clients by answering questions and proactively keeping them up to date with the latest changes on OSHA, risk management, cyber liability, insurance coverages, safety and more.

Keep your agency up-to-date and trained on market and industry best practices like never before

Train your staff and producers on industry and market best practices. Give them the tools to save time and help them execute their day-to-day business. Onboard and empower producers to drive results with best practices.

Optimize your communication and marketing initiatives with intuitive reporting and analytics

Make sure you get ROI out of your marketing initiatives by knowing how effective they are. Reporting on clicks and downloads helps you know what your clients are interested in and how to better engage them. Realize tangible ROI from your marketing initiatives.


“Our numbers over the course of the past six months are up significantly.”

Kevin Berntsen, Vice President of Admiral Insurance

Everything you need to grow your agency.

Broker Briefcase pairs perfectly with the following other products: Intygral®, ModMaster®, MyWave Elements and MyWave Connect.

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Broker Briefcase P&C Edition solves the problems you're facing.

  • Close more business
  • Reduce servicing time
  • Make retention easy

P&C agencies are primarily focused on getting new business and prospecting. Differentiation is one of the biggest challenges for insurance agencies and most struggle to do so. Differentiate by providing tangible value and ROI to your prospects with Broker Briefcase resources and close more business. We can help you execute your prospecting with content, resources, tools, etc.

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P&C producers spend around 50% of their time servicing clients. Agencies can save time by answering questions quicker and proactively communicating with their clients.

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Simplify the retention process by showing your value year round. Provide tools and resources to save your clients money and educate them on safety and risk management.

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Here are just some of the features that set Broker Briefcase P&C Edition apart.

Content Distribution Engine

Instantly email content and resources one-off or set-up once for year-round distribution

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Content Notifications

Weekly emails to the broker providing new content and strategies to engage clients and prospects. No more searching, we provide the best content to you with how to use it

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Resource Library

Over 5,800 pieces of content covering risk management, safety, OSHA compliance, insurance coverages, personal lines, etc.

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Prospect Presentation Creator

In 3 minutes, with just 3 steps, have a customized prospect presentation ready to take to your next prospect meeting

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Producer's Assistant

Workflows in the product that provide the best resources for your producers or AEs to use in each step of their workflows.

On-demand Marketing Hub

Enhance your brand with ready to use marketing templates, videos, PPTs, sell sheets, emails, social posts, scripts and more.

Producer Training Program

In-product producer training program to onboard new producers and reinforce best practices and strategies for veteran producers. Step by step through the entire sales process.

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Reporting Analytics

Get click rates, opens, downloads and more for your marketing initiatives through Broker Briefcase.