Zywave Broker Briefcase and BenefitsGuide are Integrated


We are happy to announce the integration of Zywave’s Broker Briefcase® and BenefitsGuide.

Updating your marketing lists in Zywave's Broker Briefcase is now easier than ever before.   Accounts and Contacts can be synced with a click of the “Sync with Zywave” button from within BenefitsGuide.

What does this mean for you?


Users of “Sync with Zywave” are able to eliminate redundant data entry, which saves time, reduces costly errors and improves employee morale.

Mind-numbing redundant data entry will no longer be required of you and your staff. 

No longer will you need to manually enter each and every new client contact and prospect into Broker Briefcase.

More people will see your Broker Briefcase marketing, service and education emails, videos, flyers, infographics, newsletters, in-depth tool kits and guides, because your lists will always be up to date.  This will raise awareness about your brand and help you to position yourself as a thought leader. You will win new business and retain existing business more easily.

This is a really big deal.  

To help you consider the financial impact of this integration, consider the following:

• How much time do you spend updating email marketing lists?

• How often do you do it?

• How often are your email marketing lists out of date?

• How often are your most recent prospects and newest client contacts not on your email marketing lists?

• What is the financial cost of your most recent prospects and newest client contacts not getting your Broker Briefcase content?

Click Here to Schedule a BenefitsGuide Demonstration

Click here if you already use Zywave Broker Briefcase and want to learn more about BenefitsGuide Insurance CRM

Click here if you already use BenefitsGuide and want to learn more about Zywave’s Broker Briefcase.

About The Author

With over 20 years of experience in the world of employee benefits and insurance technology, Jason is the founder and chief evangelist of BenefitsGuide, an insurance agency management system and CRM built entirely on the Salesforce Platform that streamlines the process of selling and servicing group insurance and employee benefits from the perspective of an insurance broker, general agent, PEO, and insurance carrier. Jason also owns and oversees the group insurance brokerage based in New York that he founded in 1996.