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Fine-tune Your Sales & Renewal Process

Win more business and retain existing accounts by identifying gaps in your current process.

Want to Improve Your Sales Strategy?

As the insurance world continues to evolve, it’s essential that your sales strategy moves with it. If you want to set yourself apart from the competition, you need to constantly be looking for ways to reach new prospects and prove your value to existing clients. By leveraging new technology and resources to streamline once manual tasks and help your producers sell smarter, you can compete on a whole new level and take your business to new heights.

Land more first meetings and win new business.

Improve prospecting and shorten your sales cycle by leveraging sales enablement and marketing tools.

Build Your Reputation and Tell Your Story

Easily promote your agency with ready-made marketing materials. The on-demand marketing hub in Broker BriefcaseAre you a Benefits or P&C agent?BenefitsP&C® is packed with videos, PowerPoints, flyers and more to help you showcase your value and challenge the incumbent.

Streamline Prospect Meeting Prep

Stop wasting hours preparing for prospect meetings. With Broker Briefcase’sAre you a Benefits or P&C agent?BenefitsP&C Prospect Presentation Creator, you can create custom presentations in minutes that target your prospect’s unique pain points.

Improve Your Training and Onboarding

Quickly onboard new producers and replicate the skills of high performers by using the Producer Training Program in Broker BriefcaseAre you a Benefits or P&C agent?BenefitsP&C. With more than 25 lessons and 8 courses, our program has everything you need to master each step in the sales process.

Provide high-quality, relevant communication year-round.

Demonstrate your expertise by regularly providing top-of-the-line content to meet your client’s unique business challenges.

Automate Communication

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.

Track Email Marketing Efforts

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.

Provide Open Enrollment Resources

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.

Rise above the competition and differentiate your brand.

Deliver unique, value-added services to your clients to highlight your value to garner sales and secure renewals.

Answer Pressing Compliance Questions

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.

Deliver Robust Benchmarking

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.

Offer In-Depth Claims Analytics

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.

Simplify and enhance account management.

Save time and manage many moving parts by finding an agency management system that’s designed for benefits brokers.

Streamline Account Tracking

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.

Unravel Complex Commission Tracking

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.

Leverage In-Depth Reporting

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.

Retain more business and save time during renewals.

Minimize stress during renewal season by using technology to streamline workflow and increase efficiency.

Quickly Generate Client Proposals

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.

Streamline Renewal Meeting Prep

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.

Save Time with RFPs

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.

Improve Small Group Quoting

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.

Want to learn more about how to improve your entire sales and renewal process?