Win and maintain more business by efficiently sending content to targeted groups. Create and save lists based on account and contact criteria by using the Dynamic List feature in Broker Briefcase.
77% of insurance buyers want to hear from their broker at least once a month. With Broker Briefcase Benefits Edition, you instantly engage with your entire prospect and client base—all with the click of a button.
Give your employees the tools they need to save time and complete their day-to-day responsibilities more efficiently. Keep producers up to date on the latest best practices and market trends so they can land more first meetings and win new accounts.
Stop wasting hours preparing for prospect meetings. With the Prospect Presentation Creator in Broker Briefcase, you can create custom presentations in minutes that target your prospect’s unique pain points.
Save time and make retention easy by setting up automated email campaigns for one-off or year-round distribution. With our dynamic lists feature, email lists will be automatically updated based on accounts and contacts that meet your specific criteria.
Quickly onboard new producers and replicate the skills of high performers by using the Producer Training Program in Broker Briefcase. With more than 25 lessons and 8 courses, our program has everything you need to master each step in the sales process.
Never go to another renewal meeting underprepared. By using the Renewal Presentation Creator tool in Broker Briefcase, you can create customized renewal presentations in just a few minutes that are targeted to each client’s unique pain points.
"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."