Win new accounts. Make retention easy. Train your team.
Broker Briefcase® optimizes prospecting efforts with resources that support your brokerage through each stage of the sales cycle.Schedule a Demo
Broker Briefcase revolutionizes the way brokers sell, market and communicate with clients and prospects. Leverage our powerful email distribution engine, automation tools and content library with more than 3,500 professional resources on safety, risk management, compliance and more.
Effortlessly communicate to prospects and build your brokerage's brand
Pick premade, brokerage-branded newsletters and content to instantly engage your entire prospect base with a click of a button. Year-round campaigns, breaking legislative news help differentiate your value.
Effortlessly service, educate and provide value to your clients
Service your clients by answering questions and proactively keeping them up to date with the latest changes on compliance, risk management, cyber liability, insurance coverages, safety and more.
Keep your brokerage up-to-date and trained on market and industry best practices like never before
Make sure your staff stays on top of industry and market best practices. Give them the tools to save time and help them execute their day-to-day business. Onboard and empower producers to drive results.
Optimize your communication and marketing initiatives with intuitive reporting and analytics
Make sure you get ROI out of your marketing initiatives by knowing how effective they are. Reporting on clicks and downloads helps you know what your clients are interested in and how to better engage them. Realize tangible ROI from your marketing initiatives.
“Our numbers over the course of the past six months are up significantly.”
— Kevin Berntsen, Vice President of Admiral Insurance
Everything you need to grow your brokerage.
Broker Briefcase pairs perfectly with the following other product: MyWave Connect™.Speak with a Specialist
Broker Briefcase solves the problems you're facing.
- Close more business
- Reduce servicing time
- Make retention easy
Commercial insurance brokerage are primarily focused on getting new business and prospecting. Differentiation is one of the biggest challenges for insurance brokerages and most struggle to do so. Differentiate by providing tangible value and ROI to your prospects with Broker Briefcase resources and close more business. We can help you execute your prospecting with content, resources, tools, etc.Schedule a Demo
P&C brokers spend around 50% of their time servicing clients. Brokerages can save time by answering questions quicker and proactively communicating with their clients.Schedule a Demo
Simplify the retention process by showing your value year round. Provide tools and resources to save your clients money and educate them on insurance topics, risk management and compliance.Schedule a Demo
Here are just some of the features that set Broker Briefcase apart.
Content Distribution Engine
Instantly email content and resources one-off or set-up once for year-round distribution
Weekly emails to the broker providing new content and strategies to engage clients and prospects. No more searching, we provide the best content to you with how to use it
Over 3,500 pieces of content covering risk management compliance health and safety, insurance topics and more.
Prospect Presentation Creator
In 3 minutes, with just 3 steps, have a customized prospect presentation ready to take to your next prospect meeting
Workflows in the product that provide the best resources for your staff to use in each step of their workflows.
On-demand Marketing Hub
Enhance your brand with ready to use marketing templates, videos, PPTs, sell sheets, emails, social posts, scripts and more.
Get click rates, opens, downloads and more for your marketing initiatives through Broker Briefcase.