As an commercial insurance broker, your time is precious. Finding and engaging with prospects can consume countless hours. Zywave solved this challenge by making major enhancements to Broker Briefcase P&C Edition. Now through Zywave Leads you can Instantly access thousands of leads based on 5500 filings and search by industry, location and employee count and export or save your search results. You also can send emails directly to prospects through Broker Briefcase without attaching Broker Briefcase content, so you can quickly engage prospects with custom messages. And now the most relevant content for your prospects will be immediately right in front of you with the system automatically displaying content based on an account’s line of business, state, industry and number of employees.
77% of insurance buyers want to hear from their broker at least once a month. With Broker Briefcase P&C 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.
“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.”