Broker Briefcase – P&C
Content Cloud

Your property and casualty (P&C) education, sales and marketing engine.
  • Service your clients effortlessly with the latest resources in Occupational Safety and Health Administration (OSHA) compliance, risk management and cyber liability, among other topics
  • Engage with your entire prospect and client base instantly by using year-round campaigns to stay top of mind
  • Measure and optimize the return on investment (ROI) of your marketing initiatives
  • Give your staff the tools to help them save time and execute their day-to-day responsibilities

Features + Benefits

Your property and casualty (P&C) education, sales and marketing engine
Comprehensive P&C Resource Library
  • Our expansive resource library provides more than 25,000 pieces of content on topics such as marketing, sales enablement, risk management and coverage analysis, among others.
  • The library also features materials from industry leaders, including Rough Notes, the International Risk Management Institute (IRMI) and the International Organization for Standardization (ISO).
Automated Communication Engine
  • Set up automated emails for one-off or year-round distribution.
  • Leverage an analytics dashboard to measure and optimize your marketing strategies.
Execute and Streamline Your Workflows
  • Our producer’s assistant tool provides resources and best practices for each step in the producer’s workflow.
  • Broker Briefcase contains tools to generate upsell opportunities, close business and retain prospects.
Showcase Your Expertise and Value
  • Educate your clients on breaking news and compliance updates proactively.
  • Help clients make risk management and coverage decisions decisions to save money.
Built-in Prospecting and Marketing Tools
  • Create a custom prospect presentation in minutes.
  • Enhance your brand with premade, customizable videos.
  • Grow your book of business with professionally written and designed PowerPoint slides, sell sheets, emails and social posts, among other types of content.

Additional Cloud Solutions

Sales Cloud for Commercial Lines

Streamline mission-critical workflows - all the way from prospecting to renewals - to fuel organic growth for your agency.

Content Cloud for Commercial Lines

Harness the power of P&C content to drive growth through engagement and education.

Client Cloud for Commercial Lines

Better serve your clients & your bottom line by providing added tools and resources.
Free Cheat Sheet
The Best Practices to Successful Prospecting

Ready to take the next step?

Speak with one of our revenue generation experts to learn ways you can increase productivity, achieve profitable growth, and delight your customers. Complete the form and we’ll be in touch right away.