As an employee benefits producer, your time is precious. Finding and engaging with prospects can consume countless hours. Zywave solved this challenge by making major enhancements to Broker Briefcase® Benefits Edition. Now through Zywave Leads, you can instantly access thousands of leads based on 5500 filings and search by industry, location and employee count. Then export or save your search results. You also can send emails directly to prospects through Broker Briefcase without attaching any Broker Briefcase content, so you can quickly engage prospects with custom messages.
Learn more about Broker Briefcase Benefits Edition within the Zywave Content Cloud
"I can't see us working without Broker Briefcase. The resources keep us and our clients updated on what's changing."
"We positioned ourselves as the health care reform expert using Broker Briefcase ... now our small firm looks and feels like a much bigger company, and we have the toolbox to go after larger groups."
Broker Briefcase Benefits Informational Sheet
Sales Cloud Informational Sheet
Prospect Presentation Creator Informational Sheet