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.
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.
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.
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.
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.
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.
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.
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