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Email distribution system that allows P&C agencies to simplify claims analysis process.
Great resource for your commercial insurance clients!
NotEasily access and send helpful & informational guides to your clients
NotPros: Broker Briefcase is an excellent resource for simple, easy to understand and visually appealing coverage guides for clients. The information is straightforward and concise, and fully branded with your company logo. I frequently use them for policy/coverage type explanations and risk examples. We also use their articles and video tutorials on our website, social media and blog.
Cons: While the guides and information provided are straightforward and simple in a positive way, they also only scratch the surface. For more in-depth coverage information you may be better off requesting brochures from the carrier. However, still an excellent starting point for explanations of coverage for new clients!
Zywave
NotPros: I love all the information and samples provided.
Cons: It can be time consuming to add our clients into receive the newsletters. Wish there was an easier way to have it communicate with our current system.
Overall: Overall is a great product and provides much information.
Love ZyWave
NotPros: Helps customers and producers immensely!
Cons: Can be tricky to navigate to what you need.
Overall: Love this and highly recommend!
Pros: I love that when a client calls about getting information on something that Zywave is my go to tool!
Cons: It's a little expensive but I also realize that you have to really put some effort into using it to get a good return on investment.