As a 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. 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 P&C Edition within the Zywave Content Cloud
“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.”
Broker Briefcase P&C Informational Sheet
Sales Cloud Informational Sheet
Prospect Presentation Creator Informational Sheet