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Broker Briefcase Benefits

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Last updated on

Company health

Employee growth
4% increase in the last year
Web traffic
30% decrease in the last quarter

Ratings

G2
4.1/5
(11)

Broker Briefcase Benefits description

Broker Briefcase Benefits, by Zywave, is a sales and marketing platform for insurance agencies. It offers a library of over 4,500 professionally written and designed content pieces that can be branded to your agency. This content aims to empower sales teams, streamline communication, and attract new clients. The platform focuses on providing value to insurance professionals by simplifying marketing efforts and enhancing client engagement.


Who is Broker Briefcase Benefits best for

Broker Briefcase Benefits by Zywave offers insurance agencies a library of over 4,500 brandable marketing materials. This sales and marketing platform helps streamline communications and attract new clients. Broker Briefcase is a good fit for agencies of all sizes but is an especially excellent fit for small to medium-sized businesses.

  • Ideal for small to medium-sized insurance agencies (1-1000 employees), offering an excellent fit.

  • Specifically designed for the finance, banking, and insurance sector.


Broker Briefcase Benefits features

Supported

Provides a library of over 4,500 professionally written and designed content pieces, brandable to the agency.

Supported

Offers tools for sales teams to streamline communication and attract new clients.

Supported

Allows agencies to brand the provided content with their own identity.

Supported

Offers claims and loss analysis to drive value and medical plan analysis to deliver confidence.

Supported

Provides additional tools and resources for client self-service.

Supported

Streamlines critical workflows from prospecting to renewals.


Broker Briefcase Benefits pricing

The commentary is based on 2 reviews from Broker Briefcase Benefits G2 reviews.

Broker Briefcase Benefits offers valuable resources and tools for agencies at a reasonable price point. While specific pricing details aren't available in reviews, users appreciate the comprehensive benefits administration and client education materials provided for its cost.

See the Broker Briefcase Benefits pricing page.


Broker Briefcase Benefits alternatives

  • Logo of InsurancePro
    InsurancePro
    Streamlines insurance agency workflows, boosts sales, and improves client service.
    Read more
  • Logo of miEdge
    miEdge
    Find ideal insurance prospects, understand their needs, and win more clients.
    Read more
  • Logo of HRconnection
    HRconnection
    Simplified benefits enrollment and administration for brokers and employers.
    Read more
  • Logo of Zywave Content Cloud Solutions
    Zywave Content Cloud Solutions
    Pre-built, brandable insurance content to engage clients.
    Read more
  • Logo of AccuAgency
    AccuAgency
    Streamlines insurance operations, boosting revenue with integrated tools.
    Read more
  • Logo of Zywave Sales Cloud Solutions
    Zywave Sales Cloud Solutions
    Streamlines insurance sales, boosts client retention, and fuels growth.
    Read more

Broker Briefcase Benefits FAQ

  • What is Broker Briefcase Benefits and what does Broker Briefcase Benefits do?

    Broker Briefcase Benefits by Zywave offers insurance agencies a library of over 4,500 brandable sales and marketing content pieces. It helps streamline communications, attract clients, and empower sales teams through automated workflows and a client portal. This platform simplifies marketing, enhances client engagement, and offers valuable resources for insurance professionals.

  • How does Broker Briefcase Benefits integrate with other tools?

    Broker Briefcase Benefits, now Zywave Content Cloud, integrates seamlessly with other Zywave sales and marketing solutions. It's designed to complement and enhance existing workflows, particularly within the Zywave ecosystem, streamlining content distribution and client engagement. Specific integration details require contacting Zywave directly.

  • What the main competitors of Broker Briefcase Benefits?

    Alternatives to Broker Briefcase Benefits include InsurancePro, miEdge, HRconnection, and other Zywave solutions like Content Cloud and Sales Cloud. These platforms offer similar functionalities such as content creation, sales automation, and client engagement tools for insurance agencies.

  • Is Broker Briefcase Benefits legit?

    Broker Briefcase Benefits, now under Zywave's Content Cloud, appears legitimate. It's a sales and marketing platform by Zywave, offering a large library of brandable content for insurance agencies. For pricing details and to determine if it's safe for your specific needs, booking a demo is recommended.

  • How much does Broker Briefcase Benefits cost?

    Broker Briefcase Benefits doesn't publicly list its pricing. To determine if the product and its benefits are worth the cost, you'll need to contact them directly for a personalized quote. Consider requesting a demo to assess the software.

  • Is Broker Briefcase Benefits customer service good?

    There is no customer service information available for Broker Briefcase Benefits.


Reviewed by

MK
Michal Kaczor
CEO at Gralio

Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.

TT
Tymon Terlikiewicz
CTO at Gralio

Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.