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Brokers Get Ready for Zywave’s Most Powerful Technology Yet

Tuesday, May 9, 2017
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Upgrades to Zywave’s sales and marketing software, Broker Briefcase®, will make agency workflows effortless.

Milwaukee, May 2, 2017 – Today, Zywave announces plans for unprecedented investment in its flagship product, Broker Briefcase®. Enhancements will occur continually throughout the year and include a customizable suite of pitch and presentation materials, producer onboarding and training resources, robust nationwide market-research reporting and analysis, and meeting preparation tools.

“We know that despite constant change in the market, growth remains a primary objective for agencies,” says Dave O’Brien, Zywave CEO. “So, we stepped back and asked ourselves how we could change the game again—how we could empower brokers to win more accounts, shield their clients from competition and do it all in a way that made their day easier. The answer was to make unprecedented, and strategic, investments in Broker Briefcase. There is nothing like it in the industry, and the enhancements we’re making all year will blow any other similar technology platforms out of the water.”

April 2017 Enhancements

“The enhancements and changes we’re making to Broker Briefcase® this year are driven by direct feedback we received from our broker partners, as well as findings from our market research,” said Michael Yeh, product manager at Zywave. “For the first round of enhancements, we found a way to reduce in-product search time for our partners by automatically delivering the hottest, most relevant content to their inboxes. We also developed new resources to fill the gap between what employers want and what their current broker is providing. Based on our nationwide survey of employers, at least 90 percent want their broker to provide guidance and resources in the areas of health care consumerism, health plan benchmarking and total cost of risk. Yet, in each of these areas, nearly 50 percent say they are unsatisfied with the level of service they’re receiving. We want to give our partners what they need to meet the demands of prospects and clients.”

The first round of 2017 product enhancements, released on April 17, 2017, includes a variety of materials, tools and resources for both employee benefits brokers and property and casualty agents.

Summary of Enhancements

  • New Content Notifications: Zywave market analysts curate trending content, and brokers receive automated notifications alerting them to the most relevant content updates based on custom settings.
  • New Health Care Consumerism Suite: Adding to the more than 350 existing resources, the new suite of materials allows brokers to help employers cut health costs by helping employees become smarter consumers of health care.
  • New 2016 Health Plan Design Benchmark Report: Gathering and analyzing health plan data from nearly 60,000 employer-offered plans, this resource allows brokers to help employers make informed decisions about the plan designs they offer.
  • New Total Cost of Risk (TCOR) Suite: A TCOR calculator, which determines businesses’ true cost of risk outside of just insurance premiums, as well as client- and employee-facing educational materials, allows brokers to clearly demonstrate how they can impact bottom-line savings and top-line revenue streams.

Zywave partners who have Broker Briefcase can access the tools and materials listed above, either directly within the product or through Zywave Home.


The next round of Broker Briefcase enhancements are estimated to launch early June 2017.

For more information about Zywave’s solutions, visit


About Zywave

Zywave is a leading provider of software-as-a-service (SaaS) technology solutions for the insurance industry. The company’s products include web-enabled marketing communications, business intelligence and analytics, client resource portals and agency management tools. More than 3,500 brokerages worldwide—including 93 of the top 100 U.S. insurance firms—use Zywave’s proven solutions to differentiate themselves from the competition, enhance client services, improve efficiencies and achieve organic growth.


Media Contact

Kathleen Curro

Director of Marketing



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