Your sales, marketing and educational engine.

Broker Briefcase Property and Casualty Edition makes it easy to sell, market and communicate with clients and prospects.

877.699.9928 | ZYWAVE.COM

W W W . Z Y W A V E . C O M

Effortlessly service your clients with resources to answer questions and keep them educated on the latest changes in OSHA, risk management, cyber liability and more.

Service, educate and provide value to clients

Instantly engage with your entire prospect and client base with year-round campaigns to stay top of mind. Measure and optimize the ROI of your marketing initiatives.

Communicate to prospects and build your brand

Train your agency on industry and market best practices. Give your staff the tools they need to save time and complete their day-to-day tasks more efficiently.

Keep your agency trained on best practices

THE PARTNER THE CHALLENGE

Broker Briefcase has the features to set your agency apart.

Partner Case Study: Hall & Marose Silveus

n Create a custom prospect presentation in just 3 minutes

n Enhance your brand with premade, customizable PowerPoints, sell sheets, videos, social posts and more

n More than 25,000 pieces of content on topics ranging from marketing to sales enablement, risk management to coverage analysis, and much more

n Materials from industry leaders including Rough Notes, IRMI and ISO

n Ready-to-use producer training program to onboard new producers and reinforce best practices

n Teach producers the sales process from start to finish

n Proactively educate your clients on breaking news and compliance updates

n Help them keep costs down with safety and risk manage-ment education

n Producer’s assistant tool provides resources and best practices for each step in a producer’s workflow

n Resources to help you find leads, close business and retain clients

n Set up automated emails for one-off or year-round distribution

n Analytics dashboard measures and optimizes your marketing initiatives

Built-in prospecting and marketing tools

The power of P&C OneSource

In-product producer training program

Showcase your expertise and value

Execute and streamline agency workflows

Automated communication engine

“ THE SOLUTION THE BENEFIT

Started in 1920, Hall & Marose Silveus is a property and casualty agency based in Indiana that provides personal, business and life services to local communities.

With Broker Briefcase, Hall & Marose Silveus now position themselves as risk management experts. They are able to understand and fluently talk about niche markets thanks to resources in Broker Briefcase. They use Broker Briefcase content to proactively market and present to win business.

Since bringing in Broker Briefcase, their value proposition went from tired and repetitive to unique, relevant, refreshed and impactful. In just 12 months after using Broker Briefcase, three producers were able to bring in an additional $1 million in premium and $125,000 in revenue.

They wanted to move upstream and start winning six-figure accounts in premium and revenue. Lynn knew he needed to bring more to the table than just the traditional service and price pitch that every broker leads with.

“If you sell to someone based on price, then they will leave you on price. I wanted to become an indispensable partner.”

— Lynn, VP of Sales and Operations

Phone: 877-699-9928Email: marketing@zywave.comSpeak with an account specialist today.