Zywave

Zywave Broker Briefcase P&C Edition


5 / 5
4 reviews


Average Ratings

4 Reviews

  • 5 / 5
    Overall

  • 5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours
    24/7 (Live Rep)

Vendor Details

  • Zywave
  • www.zywave.com/
  • Founded 1995
  • United States

About Zywave Broker Briefcase P&C Edition

Email distribution system that allows P&C agencies to simplify claims analysis process.


Zywave Broker Briefcase P&C Edition Features

  • Billing & Invoicing
  • Broker / Agent Portal
  • Claims Management
  • Commission Management
  • Customer Portal
  • Document Management
  • Insurance Rating
  • Marketing Automation
  • Policy Management
  • Quote Management
  • Reinsurance Administration
  • Underwriting Management

Zywave Broker Briefcase P&C Edition Reviews Recently Reviewed!


Great resource for your commercial insurance clients!

Nov 23, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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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.

Easily access and send helpful & informational guides to your clients

Aug 19, 2019
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Extremely
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Pros: 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

Nov 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 9.0/10 Not
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Pros: 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

Mar 05, 2019
5/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
Likely
Extremely
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Pros: Helps customers and producers immensely!

Cons: Can be tricky to navigate to what you need.

Overall: Love this and highly recommend!