Managing all the content you need to run your business can feel like an uphill battle. Trying to figure out who owns which content, whether it’s still accurate and up-to-date, and how and where it should be stored can lead to low utilisation and loss of efficiency, trying to locate or recreate existing resources.
But there’s a simpler way. With our software solution for commercial brokers, you can have the tools to organise and manage all of your brokerage, third-party, and Zywave content resources in one unified platform within Broker Briefcase. Organise, categorise and structure all your content in a meaningful and easily explorable way, and deliver personalised content to the right audience through the right channels. Uploading, accessing and distributing content has never been easier!
Keep your brokerage content organised by tailoring the way you access and interact with it:
Include any content in your existing processes with administrative controls and features to help you manage how and where your resources are used:
Receive insights with live data on all your brokerage content and client engagement to influence customer conversation:
Content Management System (CMS) Informational Sheet
Broker Briefcase Informational Sheet