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"I can’t see us working without Broker Briefcase. The resources keep us and our clients updated on what’s changing."


Home Loan & Investment Company (HLIC)


Employee Benefits Content, P&C Content, Marketing & Prospecting

The Partner

Long gone from our agency is the typical insurance agent offering you just a quote. Home Loan & Investment Co. want to be your long-term risk management partner, where their only focus is your family, your future, and your business

The Challenge

A client approached HLIC for specific resources on a variety of topics including OSHA, loss control, and workers’ comp. The agency didn’t have a solution.

The Solution

HLIC was able to provide specific resources for their P&C client base with Zywave's P&C content.

The Benefit

Since Broker Briefcase has been established at Home Loan & Investment Company, they have been able to support vital P&C needs, and establish themselves to clients and prospects as the experts on the Affordable Care Act.

“Not only was HLIC able to provide specific resources for their P&C client base with Broker Briefcase, but also to their employee benefits book of business as well.”

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