Established Exit Barriers
A conservative-minded broker retained nearly $300,000 in revenue by implementing Zywave products, which established tremendous exit barriers with multiple clients. Also, with Broker Briefcase and MyWave, the agency felt they became a professional marketing and communication shop overnight.
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Small Agency Wins Over Incumbent
An agency with six associates credits Zywave for helping their firm unseat an entrenched agency, subsequently gaining a new client. The previous year, they quoted the $150,000 revenue account and didn’t get it. The following year, after presenting the same prospect with additional HR and safety management resources available in Broker Briefcase, the firm became their broker of record.
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Value Proposition Worksheet Equals an Early Win
A new producer three months into the role called on a winery. Armed with a Value Proposition Worksheet sourced from Broker Briefcase, he conducted a diagnostic appointment, identified concerns and related them back to loss control materials also sourced from Broker Briefcase. He walked away with his first BOR and $11,000 in new revenue.
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Renewal Estimator Lends Credibility
A producer got renewal rates from the carrier with a larger renewal than expected. The Zywave client used the Zywave Renewal Estimator tool to compare the renewal rates to the carrier rates, discovering that the carrier rates were appropriate. As the producer presented the renewal to the CFO, he was able to substantiate the reason for the rates and gain credibility with his client.
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Business Contingency Plan Connects with Prospect
A Zywave client approached an account, a chicken processing plant, which was currently being handled by a large broker. The producer brought business contingency planning to the table, a notable service the incumbent broker was not providing. He provided the prospect with a Business Contingency Plan from Broker Briefcase and walked away with the BOR.
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