Broker Briefcase UK

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.

Foundations of Broker Briefcase UK
Foundations of Broker Briefcase 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
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
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
Foundations of Broker Briefcase Canada
Foundations of Broker Briefcase Canada
Explore a variety of features and content to improve your sales and retention.
60 min
Broker BriefcaseServicerAdministratorProducerHands-On TrainingCanada
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
ProducerLive TrainingCanada
Introduction to Client Portal for Brokers - UK
Introduction to Client Portal for Brokers - UK
Explore the power of your content and resources.
5 min
ServicerAdministratorProducerVideoClient PortalOn-demand TrainingUK
Introduction to MyWave Client Portal - Canada
Introduction to MyWave Client Portal - Canada
Key features of the self-service client-facing portal.
30 min
ServicerAdministratorProducerLive TrainingCanadaUK
Explore the Power of your Learning Management System - Canada
Explore the Power of your Learning Management System - Canada
The LMS is designed to provide valuable educational materials to your clients.
45 min
ServicerAdministratorProducerHands-On TrainingZywave LearningCanada
Introduction to Client Portal for Clients - UK
Introduction to Client Portal for Clients - UK
Explore the power of your content and resources.
4 min
VideoLive TrainingSelf-guidedOn-demand TrainingUK