Webinar Recording: Introduction to Broker Briefcase

Level 100: This webinar will review functionality as well as content. Learn about key features including searching for and distributing content, establishing drip marketing campaigns, reporting, and Broker Briefcase mobile. This session is recommended for new users of Broker Briefcase as well as those looking for a refresher course. This session will cover both Broker Briefcase – Benefits Edition and Broker Briefcase – P & C Edition.