Milwaukee, WI – September 12, 2013
Today, Zywave announced new mobile versions for its popular sales and marketing tools, Broker Briefcase® and Advisor Briefcase™. New mobile access gives insurance brokers and financial advisors the benefits of their marketing tool on the go, adding efficiency and impact to their daily tasks. For instance:
- Pulling up relevant resources throughout a prospect or client meeting demonstrates expertise and adds impact to the conversation.
- Advisors and brokers can impress by emailing follow-up content directly from their mobile device following a meeting or phone call, on the road or anywhere else.
- While on the road, users can answer client questions fast and easy with the ability to send relevant resources even when out of the office.
Read the full Broker Briefcase press release here.