Broker Briefcase®

Your Sales, Marketing and Education Engine

Introducing Dynamic Lists

With Broker Briefcase's dynamic lists feature, email lists will be automatically updated based on accounts and contacts that meet your specific criteria. You can even schedule emails to be distributed during specific timeframes most relevant to your prospects and clients.

Benefits of Broker Briefcase

Offer an Exceptional Customer Experience

Effortlessly service, educate and provide value to your clients by offering strategic guidance on topics such as compliance, risk management, safety, and more. Quickly answer your clients' questions and reinforce your status as an indispensable commercial advisor.

Streamline Communication & Build Your Brand

77% of insurance buyers want to hear from their broker at least once a month. With Broker Briefcase, you can instantly engage with your entire prospect and client base—all with the click of a button.

Empower Your Sales Team & Win 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.

Features of Broker Briefcase

Unparalleled Content Library

With thousands of pieces of content, Broker Briefcase® has all the resources you need to grow your business. Whether you're looking for information on risk management, OSH, compliance, HR culture, wellness or another topic, Broker Briefcase can help.

Automated Communication Engine

Save time and make retention easy by setting up automated email campaigns for one-off or year-round distribution. Our powerful analytics dashboard makes it easy to measure and optimize the ROI of your marketing initiatives.

Built-in Prospecting, Renewal & Marketing Tools

Create custom prospect and renewal presentations in minutes with 3 simple steps using our Prospect Presentation Creator and Renewal Presentation Creator. Build your brand by leveraging our pre-made, customizable PowerPoints, videos, sell sheets and more to grow your business.

Customer Case Studies

"Having like-minded thought leaders to innovate with and help guide the Canadian risk management and insurance space is one of the best aspects of our partnership."

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"The most tangible benefit is time. The formats, templates and materials in Broker Briefcase save our agency a lot of valuable time."

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Want to learn more about Broker Briefcase?

Check out these informational resources.

Broker Briefcase

Informational Sheet

Dive deeper into the key features and benefits of Broker Briefcase

Download PDF

Prospect Presentation Creator

Informational Sheet

In 3 minutes, with just 3 steps, have a customized prospect presentation ready to take to your next prospect meeting.

Download PDF

Want to Learn More?

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