Broker Briefcase® Canada Edition

Train brokers, educate and engage clients, and market to prospects with more than 3,500 professionally written and designed pieces of content. Customizable for brokerage branding.

Sales, marketing and educational engine

  • Quickly and easily deliver valuable content to prospects and clients with ready-to-use newsletters and emails campaigns.
  • Access more than 3,750 professionally written and designed documents and email templates.
  • Get help where you need it, when you need it with Live Chat support.
  • Be the trusted expert by providing clients with industry-specific and compliance-related content and communications.

Here’s how Broker Briefcase solves the complex problems you’re facing.

Touch your entire book in seconds

With automated email campaigns, your insurance brokerage marketing is easier than ever. Easily segment your book and touch all your clients and prospects with valuable resources year-round.
Business people connected to documents

Lock down client retention with valuable resources

Support your clients' needs with our extensive marketing library, which includes customised wellness programmes, HR support, monthly newsletters and more.
Documents in 3D space

Grow your brokerage and enhance your pitch

Broker Briefcase is the broker’s best friend, full of customisable, branded presentations, proposals and other insurance brokerage marketing materials designed to help sell, plus instructional materials to help green brokers up their game.

Commercial Insurance Brokerage Sales and Marketing Platform

You want your brokerage marketing materials to be where your brokers are, whether in a prospect meeting or traveling between appointments. Arm them with Broker Briefcase mobile to enhance prospect presentations and improve efficiency on the go.

"With insurance companies, we’re all selling to the same market, and the premiums aren’t all that different. When it comes down to it, we need to identify what we can offer that the competitor can’t—and Broker Briefcase helps us do just that."

Brenda Andrews
Newman, Oliver & McCarten Insurance Brokers Ltd