Zywave

Broker Briefcase P&C Edition


5 / 5
3 reviews


Average Ratings

3 Reviews

  • 5 / 5
    Overall

  • 4.5 / 5
    Ease of Use

  • 4.5 / 5
    Customer Service

Product Details

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About Broker Briefcase P&C Edition

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


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

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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Extremely
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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.

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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Extremely
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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
Likely

Pros: Helps customers and producers immensely!

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

Overall: Love this and highly recommend!