Broker Briefcase – Employee Benefits
Content Cloud

Your employee benefits sales and marketing engine.
  • Service your clients effortlessly with the latest resources in HR, compliance, benefits education and wellness, 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 employee benefits sales and marketing engine.
Comprehensive Employee Benefits Library
  • Answer questions quickly with an on-demand resource library maintained by professionals.
  • Leverage resources on compliance, employment law, benefits education and wellness, among other topics.
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 better wellness and benefits 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 Employee Benefits

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

Content Cloud for Employee Benefits

Harness the power of employee benefits content to drive growth through engagement and education.

Client Cloud for Employee Benefits

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

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