Automated Communication Engine
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.
Producer Training Program
Quickly onboard new producers and replicate the skills of high performers by using the Producer Training Program in Broker Briefcase P&C Edition. With more than 25 lessons and 8 courses, our program has everything you need to master each step in the sales process.
Renewal Presentation Creator
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.