As a commercial insurance broker, your time is precious. Finding and engaging with prospects can consume countless hours. Zywave solved this challenge by making major enhancements to Broker Briefcase. Now you can receive automatically from the system the most relevant content for your prospects based on an account’s line of business, industry, location and number of employees. You also now can send emails directly to prospects through Broker Briefcase without attaching Broker Briefcase content, so you can quickly engage prospects with custom messages.
"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."
"The most tangible benefit is time. The formats, templates and materials in Broker Briefcase save our agency a lot of valuable time."
Broker Briefcase Informational Sheet
Prospect Presentation Creator Informational Sheet