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Sales Cloud

Sales Cloud

Every agency needs a process to find and write new business, while providing the best service to renew current clients. Enable your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients.

Sales Cloud Product Reference

Sales Cloud

Marketing & Prospecting

Getting Started

Introduction to Broker Briefcase

Learning Experience: Webinar | Course Level: 100
Product(s): Broker Briefcase

This webinar will review functionality as well as content. Learn about key features including searching for and distributing content, establishing drip marketing campaigns, reporting, and Broker Briefcase mobile. This session is recommended for new users of Broker Briefcase as well as those looking for a refresher course. This session will cover both Broker Briefcase – Benefits Edition and Broker Briefcase – P & C Edition.

Webinar Date(s):
01/07/2020 @ 08:00 AM CT - Register Now!
View Recording!

Sales Cloud: Identify and Engage New Business - COMING SOON

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s):

Looking to target new leads, promote your agency, and present your unique story? In this hands-on training, you will discover new leads through the industry’s premier prospecting and data solutions provider, strategically utilize email marketing automation to warm-up prospects and engage clients, and win new business with professional, agency-branded presentations that take only minutes to prepare.

Time Commitment: 60 Minutes
Training Date(s):
02/25/2020 @ 12:00 PM CT - Register Now!

Broker Briefcase Benefits #1: Transform your Client Experience

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Broker Briefcase

Grow into the agency you want to be. Learn how to transform your approach to agency growth, retention and efficiency by using the tools in Broker Briefcase.

Time Commitment: 60 Minutes
Training Date(s):
01/29/2020 @ 10:00 AM CT - Register Now!
02/06/2020 @ 08:00 AM CT - Register Now!
02/10/2020 @ 12:00 PM CT - Register Now!
02/20/2020 @ 12:00 PM CT - Register Now!
02/26/2020 @ 10:00 AM CT - Register Now!

Broker Briefcase Benefits #2: Be a Trusted Advisor

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Broker Briefcase

Be the broker ahead of the curve. Discover how to develop your compelling story and show your commitment as a trusted advisor to prove your value to prospects and clients.

Time Commitment: 45 Minutes
Training Date(s):
01/23/2020 @ 02:00 PM CT - Register Now!
01/30/2020 @ 10:00 AM CT - Register Now!
02/07/2020 @ 08:00 AM CT - Register Now!
02/11/2020 @ 12:00 PM CT - Register Now!
02/21/2020 @ 12:00 PM CT - Register Now!
02/27/2020 @ 10:00 AM CT - Register Now!

Broker Briefcase P&C #1: Transform your Client Experience

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Broker Briefcase

Grow into the agency you want to be. Learn how to transform your approach to agency growth, retention and efficiency by using the tools in Broker Briefcase.

Time Commitment: 60 Minutes
Training Date(s):
01/23/2020 @ 10:00 AM CT - Register Now!
01/27/2020 @ 02:00 PM CT - Register Now!
02/03/2020 @ 10:00 AM CT - Register Now!
02/12/2020 @ 02:00 PM CT - Register Now!
02/19/2020 @ 10:00 AM CT - Register Now!
02/24/2020 @ 02:00 PM CT - Register Now!

Broker Briefcase P&C #2: Be a Trusted Advisor

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Broker Briefcase

Be the broker ahead of the curve. Discover how to develop your compelling story and show your commitment as a trusted advisor to prove your value to prospects and clients.

Time Commitment: 60 Minutes
Training Date(s):
01/24/2020 @ 12:00 AM CT - Register Now!
01/28/2020 @ 02:00 PM CT - Register Now!
02/04/2020 @ 10:00 AM CT - Register Now!
02/13/2020 @ 02:00 PM CT - Register Now!
02/20/2020 @ 10:00 AM CT - Register Now!
02/25/2020 @ 02:00 PM CT - Register Now!

Producer Workflows

How to Sell with Broker Briefcase Benefits

Learning Experience: Webinar | Course Level: 100
Product(s): Broker Briefcase

Looking for a more strategic approach to prospecting with Broker Briefcase? Join a Zywave expert to discuss the changing buyer and strategies to effectively connect with their needs in today’s market. We’ll highlight specific Broker Briefcase documents proven to add value in your prospecting conversations while minimizing your prep time.

Time Commitment: 30 Minutes
Webinar Date(s):
02/04/2020 @ 10:00 AM CT - Register Now!
02/19/2020 @ 12:00 PM CT - Register Now!
View Recording!

How to Sell with Broker Briefcase P&C

Learning Experience: Webinar | Course Level: 100
Product(s): Broker Briefcase

Looking for a more strategic approach to prospecting with Broker Briefcase? Join a Zywave expert to discuss the changing buyer and strategies to effectively connect with their needs in today’s market. We’ll highlight specific Broker Briefcase documents proven to add value in your prospecting conversations while minimizing your prep time.

Time Commitment: 30 Minutes
Webinar Date(s):
02/13/2020 @ 10:00 AM CT - Register Now!
02/24/2020 @ 12:00 PM CT - Register Now!
View Recording!

Broker Briefcase Producer Workflow: Differentiate for High Growth

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Broker Briefcase

Have you ever found yourself in a meeting getting caught up talking about price? Do you want to bring up the power you have behind you with your Zywave products? Lead with your compelling story and blow away prospects with value presentations and videos, in just a few clicks! We will walk you through a workflow to simplify your preparation for prospect meetings by using the discovery checklists, then build out a spectacular demo presentation, faster than you can drink your cup of coffee.

Training Date(s):
01/08/2020 @ 10:00 AM CT - Register Now!
02/05/2020 @ 10:00 AM CT - Register Now!

Servicer Workflows

Broker Briefcase Servicer Workflow: Secure Retention

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

Servicing your clients is a year-round task so, in this call, we will look at how we can go the extra mile for your clients, with barely any work! We will walk through strategies for proactive client service that involve utilizing pre-built drip marketing campaigns, organizing clients into lists and even building out a “new client” content group with some targeted resources, specific for your agency.

Time Commitment: 45 Minutes
Training Date(s):
01/24/2020 @ 12:00 PM CT - Register Now!
02/06/2020 @ 12:00 PM CT - Register Now!

Broker Briefcase Marketing Workflow: Build Exit Barriers

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

It’s now time to investigate the effective workflow for creating your own custom marketing action plan. We will walk through how to build exit barriers by assembling your own campaign and then verify the success of your work by reviewing the utilization reports. Position your agency and clearly communicate how you’re different than the typical agency with professionally designed content.

Time Commitment: 45 Minutes
Training Date(s):
01/28/2020 @ 10:00 AM CT - Register Now!
02/24/2020 @ 12:00 PM CT - Register Now!

Administrator Workflows

Broker Briefcase Admin Workflow: Amplify Agency Performance (Admin Users Only)

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): Broker Briefcase

For this administrative-focused module, we will dive into how you can organize your accounts for distribution efficiency, customize email templates for a consistent communication strategy and set up agency staff with the Broker Brief newsletter to keep a strong pulse on the market.

This session is only for Administrative users.

Time Commitment: 45 Minutes
Training Date(s):
01/29/2020 @ 10:00 AM CT - Register Now!
02/11/2020 @ 02:00 PM CT - Register Now!
02/24/2020 @ 10:00 AM CT - Register Now!

Broker Briefcase Administrative Functionality

Learning Experience: Webinar | Course Level: 200
Product(s): Broker Briefcase

You’ve conquered the basics of Broker Briefcase and you are now ready to take your knowledge to a new level. This session will review the advanced functionality of Broker Briefcase, including creating custom email templates, importing custom content, merge fields and reporting. This session is recommended for administrators of the Broker Briefcase site, as you must have administrative access to perform these tasks. This session will cover both Broker Briefcase – Benefits Edition and Broker Briefcase – P & C Edition.

Time Commitment: 60 Minutes
Webinar Date(s):
02/18/2020 @ 12:00 PM CT - Register Now!
View Recording!

Sales Cloud

Quoting & Renewals

Getting Started

Managing your Data in Code SixFour

Learning Experience: Video | Course Level: 100
Product(s): Code SixFour

In this session, we will discover the value Code SixFour will bring to your agency. Stated simply, Code SixFour was built to streamline the sales and renewal process by giving you the ability to create powerful presentations, comparison reporting, benchmark reporting, compliance management, and claims analytics.

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The Best Census to Get the Most Out of Code SixFour

Learning Experience: Video | Course Level: 100
Product(s): Code SixFour

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Intygral: Simplified Marketing Tools to Grow Your Book

Learning Experience: Video | Course Level: 100
Product(s):

In this introduction to Intygral, don’t let opportunities slip through the cracks. Keep your clients and prospects engaged throughout the sales process with the help of automated email marketing in Intygral.

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Producer Workflows

How to Sell with Benchmark Edge

Learning Experience: Video | Course Level: 100
Product(s): Code SixFour

We discuss strategies involving what BenchmarkEdge can do for your clients, and more importantly, what it can do for you when you are out winning new business. It will allow you to start applying your own expertise and style and make these strategies your own.

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Intygral: Streamline Sales Processes and Capitalize on Opportunities

Learning Experience: Video | Course Level: 100
Product(s):

Manage your pipeline and set yourself up for success with Intygral. Learn how to streamline your sales process and effortlessly engage leads prospects and existing clients.

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Quoting Workflows

Small Group ACA Quoting with Code SixFour

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Code SixFour

Learn how to quote for small groups (<50) with Code SixFour. Bring small groups the attention they deserve without spending large chunks of time doing so. This call will cover utilizing the plan library and quoting with ACA community rated plans.

Time Commitment: 60 Minutes
Training Date(s):
01/29/2020 @ 12:00 PM CT - Register Now!
02/06/2020 @ 10:00 AM CT - Register Now!
02/10/2020 @ 02:00 PM CT - Register Now!
02/20/2020 @ 12:00 PM CT - Register Now!
02/26/2020 @ 12:00 PM CT - Register Now!

Large Group Quoting with Code SixFour

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): Code SixFour

Learn how to quote for large groups (>50) with Code SixFour. Create an experience for your large group clients that makes them see your value. This call will show how to build a customized quote for a large client that includes ancillary plans.

Time Commitment: 60 Minutes
Training Date(s):
01/23/2020 @ 02:00 PM CT - Register Now!
02/07/2020 @ 12:00 PM CT - Register Now!
02/17/2020 @ 12:00 PM CT - Register Now!

Evaluating your Client’s Benefit Strategy

Learning Experience: Webinar | Course Level: 100
Product(s): Code SixFour

Discover the dynamic benchmarking tool that will reveal your client’s benefit strategy and how it stacks up against the market. In this call, you will learn how to utilize client data to create Benchmarking reports and quickly provide strategic consultation services to each of your clients.

Time Commitment: 45 Minutes
Webinar Dates:
Every other Tuesday and Thursday @ 12pm CT - Register Now!

RateFactory Overview

Learning Experience: Webinar | Course Level: 100
Product(s): Code SixFour, RateFactory

Discover the benefit industry’s only carrier-direct small group quoting system. In this call, you will learn to generate quotes from multiple carriers instantly, select the plans to present, and have a customized proposal ready for your clients in minutes.

Time Commitment: 60 Minutes
Webinar Dates:
Every other Tuesday @ 2pm CT - Register Now!

RFPs and Proposals

Learning Experience: Webinar | Course Level: 200
Product(s): BrokerageBuilder

In this session, we will discuss how BrokerageBuilder RFPs and Proposals can simplify your agency’s renewal process. Learn how to create and send RFPs to one or multiple carriers as well as build professional Proposals including a cost analysis. This session is recommended for users familiar with basic account and plan management in BrokerageBuilder.

Time Commitment: 60 Minutes
Webinar Date(s):
01/24/2020 @ 10:00 AM CT - Register Now!
View Recording!

Renewal Presentation Workflows

Mastering the Renewal with Renewal Presentation Creator

Learning Experience: Video | Course Level: 100
Product(s): Broker Briefcase

Discover how to use the Renewal Presentation Creator to create custom renewal presentations and establish best practices for renewals within your agency.

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Business Impact Analysis

Self-Funding Evaluations with Code SixFour (CFO Insights)

Learning Experience: Webinar | Course Level: 200
Product(s): Code SixFour

Self-Funding Evaluations with Code SixFour – Help clients see the value of a self-funded plan with the CFO Insights tool. These reports will help build certainty with a client that what they made the right choice with self-funding.

Time Commitment: 60 Minutes
Webinar Dates:
Every third Wednesday @ 12pm CT - Register Now!

CostLens

Learning Experience: Video | Course Level: 200
Product(s): Code SixFour

Adjust your employer contributions on the fly with CostLens, allowing you and your client to make the best decisions by modeling various plan design changes.

Watch Video!

Sales Cloud

Agency Management

Getting Started

Introduction to BrokerageBuilder

Learning Experience: Webinar | Course Level: 100
Product(s): BrokerageBuilder

Meet Brokerage Builder, your tool to centralize client information and streamline workflows! This session will introduce best practices to help you organize your data to streamline internal processes and enhance your client service with activity management and centralized data. 

Time Commitment: 30 Minutes
View Recording!

Producer Workflows

Account Management Workflow

Learning Experience: Video | Course Level: 100
Product(s): BrokerageBuilder

Welcome to your introductory video for BrokerageBuilder. This will serve as the foundation for setting you up for success with your new product or as a refresher for workflows.

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Manage your Pipeline and Win New Business

Learning Experience: Webinar | Course Level: 100
Product(s): BrokerageBuilder

Effortlessly keep track of your sales opportunities and easily collaborate within your agency as you work to win new business with BrokerageBuilder. In this webinar, you will discover how to maximize workflows efficiently and get more time back in your day.

Time Commitment: 30 Minutes
View Recording!

Servicer Workflows

BrokerageBuilder #1: Account Management Workflow

Learning Experience: Video | Course Level: 100
Product(s): BrokerageBuilder

Meet Brokerage Builder, your tool to centralize client information and streamline workflows! This video will introduce best practices to help you organize your data to streamline internal processes and enhance your client service with activity management and centralized data. 

Review this video before attending calls one and two.

Watch Video!

BrokerageBuilder #2: Account Management and Activity Tracking

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): BrokerageBuilder

Stay on top of all of your client interactions utilizing BrokerageBuilder’s activity tracking feature. In this call we will walk through activities and the file manager to ensure you can easily track the service you provide to your clients regularly, and maintain those files on our cloud platform. These features will provide valuable account insight and ensure nothing falls through the cracks when people are on vacation.

Time Commitment: 60 Minutes
Training Date(s):
01/29/2020 @ 12:00 PM CT - Register Now!
02/03/2020 @ 12:00 PM CT - Register Now!
02/12/2020 @ 08:00 AM CT - Register Now!
02/19/2020 @ 02:00 PM CT - Register Now!
02/24/2020 @ 10:00 AM CT - Register Now!

BrokerageBuilder #3: Effectively Execute your Renewal Strategy

Learning Experience: Hands-on / Virtual Lab | Course Level: 100
Product(s): BrokerageBuilder

Renewals can be the most stressful time of the year. By utilizing the data and resources in BrokerageBuilder you can add much more time in your day to focus on the actual part of the renewal that matters, your client. In this call we will highlight the renewal activity and workflows while also going through the steps to ensure your data stays up to date as plans renew and update.

Time Commitment: 60 Minutes
Training Date(s):
01/30/2020 @ 12:00 PM CT - Register Now!
02/04/2020 @ 12:00 PM CT - Register Now!
02/13/2020 @ 08:00 AM CT - Register Now!
02/20/2020 @ 10:00 AM CT - Register Now!
02/25/2020 @ 10:00 AM CT - Register Now!

Administrator Workflows

BrokerageBuilder: Administrative Functionality

Learning Experience: Webinar | Course Level: 200
Product(s): BrokerageBuilder

This session will review administrative functionality in BrokerageBuilder. Learn about ways to configure your site to best suit the needs of your agency including user permissions, setup options, utilities to increase efficiency and an overview of reporting options. Note that the functionality discussed in this call is not available to all users.

Time Commitment: 60 Minutes
Webinar Date(s):
02/25/2020 @ 12:00 PM CT - Register Now!
View Recording!

Intygral: Advanced Functionality

Learning Experience: Video | Course Level: 200
Product(s):

This session is recommended for users who have attended the Intygral overview webinar (Simplified Marketing Tools to Grow your Book). Take your Intygral knowledge to the next-level. Move beyond the basics of Intygral and dig deeper into the advanced functionality of the platform such as reporting analytics and activating email campaigns. These advanced functions are specifically for users with administrative privileges.

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Commission Tracking Workflows

Session #1: Preparing to Post Statements

Learning Experience: Webinar | Course Level: 200
Product(s): BrokerageBuilder

Get your BrokerageBuilder plans ready to ensure your data is in good standing before you start reconciling your commission statements. Review some necessary fields to help set the stage for when you’re ready to work with your carrier statements. There will also be an opportunity to show how commissions can be split out among multiple producers on individual plans.

Time Commitment: 30 Minutes
Webinar Date(s):
02/11/2020 @ 12:00 PM CT - Register Now!
View Recording!

Session #2: Reconciling Commission Statements

Learning Experience: Webinar | Course Level: 200
Product(s): BrokerageBuilder

Discover our best practices for working through your commission reconciliations. We’ll detail step-by-step how to import your carrier statements efficiently, along with when to manually setup any commission payments. Learn how to incorporate reporting into your commission workflow and see what immediate resources we have as next steps.

Time Commitment: 30 Minutes
Webinar Date(s):
01/23/2020 @ 12:00 PM CT - Register Now!
02/18/2020 @ 12:00 PM CT - Register Now!
View Recording!

ReportCenter Advanced Reporting Workflows for Administrators

Introduction to ReportCenter

Learning Experience: Webinar | Course Level: 100
Product(s):

In this webinar, you will learn the key features of ReportCenter. Discover Zywave templates, data categories and report delivery.

Time Commitment: 30 Minutes
View Recording!

ReportCenter #1: Maximizing ReportCenter

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): BrokerageBuilder

Learn how to use ReportCenter within BrokerageBuilder. In this session, you will review the two main reporting components: Run Reports and ReportCenter. After this call, you will be able to empower your client relationships with ease by exploring pre-created Zywave report templates and run an express report to get started on account servicing quickly.

Time Commitment: 60 Minutes
Training Date(s):
02/26/2020 @ 10:00 AM CT - Register Now!

ReportCenter #2: Writing Original Reports

Learning Experience: Hands-on / Virtual Lab | Course Level: 200
Product(s): BrokerageBuilder

In your second session, you will solidify your reporting expertise by learning how to write your own original reports in ReportCenter. After this call, you will be able to navigate all the main components of the standard report including categories, sorts and filters. You will also explore how to automate report creation for better agency insight using the Report Scheduler.

Time Commitment: 60 Minutes
Training Date(s):
02/27/2020 @ 10:00 AM CT - Register Now!

ReportCenter #3: Advanced Customization

Learning Experience: Hands-on / Virtual Lab | Course Level: 300
Product(s): BrokerageBuilder

Already mastered the basics? In your final session, you will get a high-level overview of the most advanced customizations that ReportCenter offers. After this call, you will be able to impress your client with your reporting mastery by learning how to add detailed formatting, group repeating data, sum totals of information and create functions to display your data just the way you want it.

Time Commitment: 60 Minutes
Training Date(s):
01/23/2020 @ 02:00 PM CT - Register Now!
02/28/2020 @ 10:00 AM CT - Register Now!

How-to Training Videos

Watch how-to videos expertly curated to provide exactly what you need within a workflow.

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