Broker Briefcase P&C Edition

Broker Briefcase P&C Edition is a quoting and proposal solution for property and casualty insurance agencies, offered by Zywave as part of its Sales Cloud. Zywave is a well-established provider of software and content for the insurance industry, and Broker Briefcase has long been used by commercial lines agencies to prepare professional proposals for prospects and renewal clients. The problem it addresses is the labour-intensive nature of commercial insurance presentations: account managers must gather coverage details from multiple carriers, compare options, and assemble polished proposal documents that explain exposures, coverages and premiums clearly. Doing this manually in word processors is slow and inconsistent. Broker Briefcase streamlines the process by providing structured templates, coverage libraries and automated assembly, enabling agencies to present a consistent, branded proposal while reducing preparation time during busy renewal periods.

The product includes a library of coverage descriptions and forms, schedule and premium summary builders, marketing summaries that compare carrier quotes, and customisable proposal templates reflecting the agency’s branding. Data can be imported from agency management systems to avoid rekeying client and policy information, and completed proposals can be exported as documents for delivery or presentation. As part of the Zywave Sales Cloud, it works alongside tools for prospecting, benchmarking, risk analysis and client portals, helping producers demonstrate value and differentiate their service. Compliance-related disclosures and standard language can be managed centrally to reduce errors and omissions exposure. The solution is delivered as a cloud service and suits independent retail agencies, brokerages and account management teams handling commercial property and casualty business of varying complexity. Producers can therefore spend less time formatting documents and more time advising clients, while agency leaders gain a more consistent client-facing presentation across teams and offices. Pricing starts from around USD 1 in this listing, which suggests quote-based arrangements in practice; no free trial is offered and there is no free version.