Average Ratings
2 Reviews-
Overall
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Ease of Use
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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
Great resource for your commercial insurance clients!
Nov 23, 2018
David G.
President
Insurance, 1-10 employees
Used the software for: 2+ years
Reviewer Source
Source: Capterra
Ease of Use
Features & Functionality
Customer Support
Value for Money
Likelihood to Recommend:
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Zywave
Nov 26, 2018
Sandra L.
Commercial Lines Account Manager
Insurance, 51-200 employees
Used the software for: 2+ years
Reviewer Source
Source: Capterra
Ease of Use
Features & Functionality
Likelihood to Recommend:
Not
Likely 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.
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.