77% of insurance buyers want to hear from their broker at least once a month. Instantly engage with your entire prospect and client base by using the email marketing platform in Broker Briefcase to set up automated emails for one-off or year-round distribution.
Easily measure the effectiveness of your email marketing campaigns in Broker Briefcase. Our analytics dashboard helps you measure the success of your email campaigns and optimize the ROI of your marketing initiatives.
Take the headache out of open enrollment by creating customized open enrollment booklets for your clients using the Benefits Booklet Builder in Code SixFour. Select plans and pages to include and create branded, client-specific guides quickly.
If you aren’t answering your clients’ compliance questions, they’ll look for another agency who will. Demystify regulatory requirements and become a trusted compliance advisor by using our Code SixFour Compliance Analyzer tool.
In today’s tight labor market, employers need to have a competitive benefits package if they want to retain and recruit top talent. With Code SixFour’s Benchmark Edge tool, you can showcase your value and offer your clients in-depth benchmarking so they can see how they stack up.
95% of employers say it’s important their broker provide health and prescription drug claims analysis. Meet and exceed this market need by using Code SixFour’s CFO Insights tool to help clients analyze and translate their claims to drive strategic benefits decisions.
Spend more time servicing your clients and less time managing account data. Easily track all activities for any given account or carrier, including previous and current activity, at anytime from anywhere using BrokerageBuilder. Create customized workflows that fit the unique needs of your agency.
Stop leaving money on the table and get paid for the work that you do. Track commissions for any carrier with ease using BrokerageBuilder. Process and validate payments received with robust variance tracking, and gain better insight into your commissions revenue.
Don’t forget about the power of data. Increase efficiency by using the reports available in BrokerageBuilder to track upcoming renewals, monitor open activities, audit internal usage and more. Use one of our 80 available report templates or create your own.
Stop wasting time creating, adjusting and editing proposals during renewal season. Simplify the entire renewal process by using Code SixFour’s Digital Plan Marketing tool to reduce errors and create interactive, branded client presentations.
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.
Create carrier-ready, industry-leading RFPs in minutes. Easily send them to multiple carriers and track their status using BrokerageBuilder. Compile carrier quotes from RFPs to quickly create client proposals that are branded back to your agency.
Simplify how you get small group quotes for prospects and clients with Code SixFour’s Digital Plan Marketing tool. Model contributions and receive small group medical quotes from carriers to display in a presentation branded to your agency.