Broker Briefcase P&C Edition Overview

Broker Briefcase P&C Edition is a sophisticated quoting software designed for property and casualty insurance brokers. This platform simplifies the process of generating accurate insurance quotes by allowing brokers to input client data and receive realtime pricing from multiple carriers. Broker Briefcase P&C Edition supports a wide range of coverage types, including auto, home, business, and more, making it an allinone solution for brokers managing diverse portfolios. The software’s userfriendly interface and customizable templates make it easy for brokers to present professional and clear quotes to clients, improving the overall customer experience. Additionally, the software integrates with industryleading insurance platforms to provide uptodate pricing and policy information, ensuring that brokers can offer competitive rates. With its builtin compliance features, Broker Briefcase ensures that brokers meet regulatory requirements while providing clients with transparent, comprehensive coverage options. This tool helps brokers save time, increase accuracy, and enhance client satisfaction.

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Broker Briefcase P&C Edition Screenshot & Video

Contact Details

  • Vendor Name Zywave
  • Founded 1995
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Chat Chat

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Advertising & Marketing, Construction, Consumer Services, Facilities & Services

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Broker Briefcase P&C Edition Features

  • Arrow Icon Price and Cost Calculations
  • Arrow Icon Order Management
  • Arrow Icon Customizable Branding
  • Arrow Icon Multi-Currency
  • Arrow Icon Approval Workflow
  • Arrow Icon Proposal Generation
  • Arrow Icon Contact Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Renewal Management
  • Arrow Icon Discount Management
  • Arrow Icon Product Configurator
  • Arrow Icon Quotes/Estimates
  • Arrow Icon Price/Margin Management
  • Arrow Icon Bills of Material
  • Arrow Icon Guided Selling
  • Arrow Icon Activity Dashboard
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Client Portal
  • Arrow Icon Pricing Management
  • Arrow Icon CRM
  • Arrow Icon Electronic Signature
  • Arrow Icon Contract/License Management
  • Arrow Icon Discount Management
  • Arrow Icon Document Management
  • Arrow Icon Cataloging/Categorization
  • Arrow Icon Reminders
  • Arrow Icon Customizable Branding
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Proposal Generation
  • Arrow Icon Electronic Payments
  • Arrow Icon Contact Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Drag & Drop
  • Arrow Icon Automated Quoting
  • Arrow Icon Estimating

Broker Briefcase P&C Edition Pricing

Pricing Type

  • Pricing Type Per Feature

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Plans & Packages

Basic

$1 Per Feature

Broker Briefcase P&C Edition FAQs

Broker Briefcase P&C Edition is a sophisticated quoting software designed for property and casualty insurance brokers. This platform simplifies the process of generating accurate insurance quotes by allowing brokers to input client data and receive realtime pricing from multiple carriers. Broker Briefcase P&C Edition supports a wide range of coverage types, including auto, home, business, and more, making it an allinone solution for brokers managing diverse portfolios. The software’s userfriendly interface and customizable templates make it easy for brokers to present professional and clear quotes to clients, improving the overall customer experience. Additionally, the software integrates with industryleading insurance platforms to provide uptodate pricing and policy information, ensuring that brokers can offer competitive rates. With its builtin compliance features, Broker Briefcase ensures that brokers meet regulatory requirements while providing clients with transparent, comprehensive coverage options. This tool helps brokers save time, increase accuracy, and enhance client satisfaction.

  • No, Broker Briefcase P&C Edition does not offer a free version.

  • Yes, Broker Briefcase P&C Edition offers a free trial.

  • No, Credit Card details are not required for the Broker Briefcase P&C Edition trial.

  • Broker Briefcase P&C Edition offers the following pricing plans & packages:

    Basic

    $1 Per Feature

  • No, Broker Briefcase P&C Edition does not offer an API.

  • Broker Briefcase P&C Edition offers support with the following options:
    • 24x7 Support , Chat

  • Broker Briefcase P&C Edition offers training with the following options:
    • In-person , Live Online , Webinar , Documentation

  • Broker Briefcase P&C Edition supports the following languages:
    • English

  • Following are the typical users of the Broker Briefcase P&C Edition:
    • Self-Employed , Small-Business , Midsize-Business

  • Broker Briefcase P&C Edition supports the following deployment:
    • Cloud Hosted

  • Broker Briefcase P&C Edition supports the following devices and operating systems:
    • Web-Based