Request a demo

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

COMPANY

Home Loan & Investment Company (HLIC)

PRODUCTS

Broker Briefcase Benefits, Brokerage Briefcase P&C

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 Broker Briefcase.

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.”

Challenge
When a current client of Home Loan & Investment Company (HLIC) approached the agency for specific resources on a variety of topics including OSHA, loss control, and workers’ comp, the agency didn’t have a solution. After searching for the right fit, they found Broker Briefcase.

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, which has allowed the agency to establish themselves as experts on the Affordable Care Act.

Solution
Now HLIC leverages a wide range of resources available in Broker Briefcase, and can brand those resources back to their agency with simple merge field customizations. For example, producers at HLIC proactively have conversations with their current clients and their prospects focused around resources such as Safety Manuals and providing them with the resources to update current manuals – a huge pain point for safety managers and business owners.

Broker Briefcase reaches beyond their P&C clients and also focuses on employee benefits. HLIC’s benefits specialists take

advantage of the vast library of content that is always being updated with new Health Care Reform documents and campaigns to provide valuable information to their clients as soon as changes occur.

HLIC also leverages the use of their highly customizable MyWave Elements client portal in many ways. A favorite use for clients is the ability to track their OSHA incidents online. This online client resource allows yet another point of contact for HLIC to reach out to their clients on a regular basis with resources that matter to them.

Results
With Broker Briefcase, HLIC producers and staff have set up ongoing campaigns to stay in front of clients and prospects effortlessly and position their agency’s expertise.

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.

Download a copy of this case study.

As you can see, there are a number of ways we’re helping partners grow their businesses and delight their clients. Share this case study with colleagues.

Download here