Broker Briefcase Canada

As a commercial insurance broker, your time is precious. Finding and engaging with prospects can consume countless hours. Zywave solved this challenge by making major enhancements to Broker Briefcase. Now you can receive automatically from the system the most relevant content for your prospects based on an account’s line of business, industry, location and number of employees. You also now can send emails directly to prospects through Broker Briefcase without attaching Broker Briefcase content, so you can quickly engage prospects with custom messages.

How to Transform Your Client Experience and be a Trusted Advisor - Canada
How to Transform Your Client Experience and be a Trusted Advisor - Canada
Explore a variety of features and content to improve your sales and retention.
 
60 min
Broker BriefcaseServicerAdministratorProducerHands-On TrainingCanada
Servicer Workflow: Secure Retention - Canada/UK
Servicer Workflow: Secure Retention - Canada/UK
Foster long term loyalty.
 
45 min
Broker BriefcaseServicerCanada
Marketing Workflow: Build Exit Barriers - Canada/UK
Marketing Workflow: Build Exit Barriers - Canada/UK
Leave a lasting impression.
 
45 min
Broker BriefcaseServicerAdministratorCanada
Producer Workflow: Differentiate for High Growth - Canada/UK
Producer Workflow: Differentiate for High Growth - Canada/UK
Strengthen your pitch.
 
45 min
Broker BriefcaseProducerCanada
How to Sell with Broker Briefcase - Canada/UK
How to Sell with Broker Briefcase - Canada/UK
Take a more strategic approach to prospecting.
30 min
Broker BriefcaseProducerLive TrainingCanadaUK
Administrator Workflow: Amplify Your Brokerage's Performance - Canada/UK
Administrator Workflow: Amplify Your Brokerage's Performance - Canada/UK
As an Administrator, learn how to boost your agency's efficiency and productivity.
 
60 min
Broker BriefcaseAdministratorCanadaUK
How to Transform Your Client Experience and be a Trusted Advisor - UK
How to Transform Your Client Experience and be a Trusted Advisor - UK
Reveal time-saving workflows to find and distribute content and create presentations.
 
60 min
Broker BriefcaseServicerAdministratorProducerHands-On TrainingUKPublic
Introduction to Broker Briefcase - UK
Introduction to Broker Briefcase - UK
Review key Broker Briefcase features and content.
30 min
Broker BriefcaseServicerAdministratorProducerLive TrainingUK
Prepare to Roll Out a Personalised Client Experience - Canada/UK
Prepare to Roll Out a Personalised Client Experience - Canada/UK
Discover the value of your portal and how to administer it to your clients.
 
60 min
AdministratorHands-On TrainingMyWave ConnectCanadaUK
How to Sell with MyWave Client Portal - UK
How to Sell with MyWave Client Portal - UK
Reliable source to solve employers compliance and risk management problems.
30 min
ProducerLive TrainingUK
How to Sell with MyWave Client Portal - Canada
How to Sell with MyWave Client Portal - Canada
Reliable source to solve employers compliance and risk management problems.
30 min
ProducerMyWave ConnectLive TrainingCanada
Introduction to MyWave Client Portal - Canada/UK
Introduction to MyWave Client Portal - Canada/UK
Key features of the self-service client-facing portal.
 
30 min
ServicerAdministratorProducerLive TrainingCanadaUK
Secure Your Place as a Trusted Advisor with Zywave Learning - Canada
Secure Your Place as a Trusted Advisor with Zywave Learning - Canada
The LMS is designed to provide valuable educational materials to your clients.
 
45 min
ServicerAdministratorProducerHands-On TrainingZywave LearningCanada