Broker Briefcase® P&C Edition

Your P&C sales & marketing engine

Introducing Dynamic Lists

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.


Streamline Communication & Build Your Brand

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.

Empower Your Sales Team & Close More Business

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.

Simplify Prospect Meeting Prep

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.


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. 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.

Want to learn more about all the great P&C content you can send to your clients and prospects using Broker Briefcase?

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.”

Read the full case study

“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.”

Read the full case study

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