Starting today, Broker Briefcase is a better experience. With new features, numerous enhancements and a sleek new look, it’s been completely rebuilt to strengthen your competitive advantage, save you resources and help you gain and retain business more than ever before. Here is a look at what you’ll find upon login, why we’ve redesigned it and how to take advantage of all that’s new.
Do more
As part of the totally redesigned site, you’ll discover a new, intuitive way of browsing that quickly and accurately locates relevant materials with the added ability to refine by topic, format, audience and more. Among other enhancements:
- An intelligent search bar to find relevant resources faster
- More flexible, customizable marketing campaigns
- Streamlined workflows for distributing templates in fewer clicks
- Client-centric accounts feature to prove what you’ve delivered at renewal
- A simplified calendar feature to view distributions by account, date or user
- A single login for all of your licensed Benefits, P&C and Personal Lines content
- Producer’s Assistant tool for quick-start solutions during prospecting and renewal
A focus on your value
Why the Broker Briefcase transformation? “We wanted to build on the business-winning edge of Broker Briefcase with enhancements that save you time and make prospecting and servicing efforts even more effective,” said Cheryl Walecka, product director of broker communications at Zywave. “With a focus on usability and flexibility, we’ve transformed the tool to make delivering real value to clients and prospects even easier.”
Get started now
Don’t waste another minute – discover new ways of delivering value to your clients right away. Before you log in (no new credentials required), ensure you’ve downloaded the required Microsoft® Silverlight® software.
Training options
Looking for guidance? Sign up for our live Zywave University Webinars focused on new features and enhancements in Broker Briefcase 6.0, then check out on-demand how-to videos to get you started on the specifics of Broker Briefcase workflows.
Share your thoughts
Impacting your bottom line is our constant aim. We’d love to know what you think about the new Broker Briefcase, and hear your stories about using it to win business. Leave your feedback below or send us an e-mail.
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