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Broker Briefcase P&C Edition

One place for all your P&C content needs

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Why Broker BriefcaseBenefitsof Broker BriefcaseFeaturesof Broker BriefcaseCustomersof Broker BriefcaseResourcesfor Broker Briefcase

Broker Briefcase Re-Imagined

Broker Briefcase is undergoing a transformation. With innovative new features you can transform the way you manage, access and utilize content. Zywave’s ever-evolving Broker Briefcase is designed to help you grow your business. New features you now have include:

Smart Content Delivery: Producers spend 30+ hours a month just looking for the resources they need to do their jobs. Now the most relevant content for your unique audience is dynamically recommended using advanced software and machine learning.

Content Storage: Stop wasting time searching for the resources you need in multiple places. Turn Broker Briefcase in to your single source of truth and upload all the resources your team needs in one easy to search, easy to organize system.

Broker Briefcase P&C Edition

Benefits

Access Industry-Specific Resources

Together, Broker Briefcase P&C Edition and P&C OneSource™ form the most comprehensive source for commercial insurance content in the industry, with more than 25,000 resources. With content from trusted industry sources like IRMI, ISO and Rough Notes, Broker Briefcase with P&C OneSource has everything you need from classification codes, risk management guides, OSHA training 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 into new industries by offering them one educational center for all their P&C 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.

Broker Briefcase P&C Edition

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 P&C Edition, 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 P&C. 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 P&C?

Learn more about Broker Briefcase P&C Edition within the Zywave Sales Cloud

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Customers

“We hardly wrote any trucking risks before 2009, partially because it is just so tough from a compliance standpoint. Now I can do the research in Broker Briefcase and have plenty of material to send the prospect—and now three of our top 10 clients are trucking risks, including the single biggest account in the agency.”

Read customer story

“We have been able to win some of our biggest opportunities using material from Broker Briefcase, showing the prospect that we provide professional, up-to-date materials so they can stay ahead of changes.”

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Resources

Learn more about Broker Briefcase P&C Edition

Broker Briefcase P&C Informational Sheet

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P&C OneSource Informational Sheet

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Content Cloud Informational Sheet

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