Why Join?

It's time to take your BrokerageBuilder advantage to the next level.

We're expanding marketing automation capabilities within our Sales Cloud solution. This means that you'll soon be able to send messages to clients with specific criteria - such as associated carrier, policy expiry date, and policy type.

These capabilities are coming soon. But the time to prepare is now. This webinar provides the information you need to get started, including:

• The value of proactive client communication
• The challenge of messaging effectively throughout the client lifecycle
• How syncing data between Brokerage Builder and the Zywave platform can help you achieve desired outcomes