Broker Briefcase® P&C Edition

One place for all your P&C content needs

Introducing Leads, Content, Email Marketing Enhancements

As an commercial insurance broker, your time is precious. Finding and engaging with prospects can consume countless hours. Zywave solved this challenge by making major enhancements to Broker Briefcase P&C 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

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.

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

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 the full case study

“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.”

Read the full case study

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