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.
Learn more about Broker Briefcase P&C Edition within the Zywave Sales Cloud
“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.”
“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.”
Broker Briefcase P&C Informational Sheet
P&C OneSource Informational Sheet
Content Cloud Informational Sheet