Broker Briefcase® Benefits Edition

All the employee benefits resources you need in one place

Introducing Leads, Content, Email Marketing Enhancements

As an employee benefits producer, your time is precious. Finding and engaging with prospects can consume countless hours. Zywave solved this challenge by making major enhancements to Broker Briefcase Benefits Edition. Now through Zywave Leads you can Instantly access thousands of leads based on 5500 filings and search by industry, location and employee count and export or save your search results. You also can send emails directly to prospects through Broker Briefcase without attaching Broker Briefcase content, so you can quickly engage prospects with custom messages. And now the most relevant content for your prospects will be immediately right in front of you with the system automatically displaying content based on an account’s line of business, state, industry and number of employees.

Benefits

Deliver Targeted, Educational Resources

With more than 4,500 pieces of content, Broker Briefcase Benefits Edition has everything you need to effortlessly service and educate your clients. Prove your value by providing industry-leading content in key benefits areas like health care reform, HR, wellness, compliance and more.

Find the Right Content Format for Your Clients

We understand not everyone consumes content in the same way. That’s why we offer a wide range of different content formats—including videos, flyers, infographics, newsletters, in-depth toolkits and guides, and more—so you can best meet the unique needs of your audience.

Train New Producers Faster

Quickly train new hires and help them sell more effectively by offering them one educational center for all their insurance questions. By providing one, easy-to-use content system, producers can quickly find the information they need so they can successfully prepare for any prospect or client meeting.

Features

A Team of Content Experts

Unlock content you can trust. Broker Briefcase is powered by a team of 35+ professional writers/editors, market analysts, attorneys and motion/graphic designers, so you can rest assured you’re always getting professional-looking, reliable content.

Weekly Content Notifications Emails

Never miss a beat or trending piece of content. With the weekly content notification emails in Broker Briefcase Benefits, you can stay on top of the latest market trends and send any relevant updates to your clients.

Agency-Branded Content

Create custom-branded newsletters, presentations, flyers, toolkits and more with Broker Briefcase Benefits. By including your name, contact information and logo on valuable content, you can raise awareness about your brand and position yourself as a thought leader.

Want to learn more about the sales and marketing automation tools available in Broker Briefcase Benefits?

Learn more about Broker Briefcase Benefits Edition within the Zywave Sales Cloud

Customers

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

Read the full case study

"We positioned ourselves as the health care reform expert using Broker Briefcase ... now our small firm looks and feels like a much bigger company, and we have the toolbox to go after larger groups."

Read the full case study

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