Home Loan & Investment Company
When a current client of HLIC approached the agency for specific resources topics including OSHA, loss control, and workers’ comp, the agency didn’t have a solution. After searching for the right fit, they found Broker Briefcase.
Axis Insurance Managers
Signing on with Zywave was a “no-brainer” for Axis, because Sales Director Mike Smith has already used the product at a former brokerage. Axis saw a 300% return on investment in just 8 months with Broker Briefcase.
World Insurance Association
When World Insurance Association made the decision to purchase Zywave solutions, they recognized the ever-changing benefits landscape and wanted access to technology to best support client needs.
SDL’s clients have primarily been on the group health side, but in the wake of health care reform, were looking to grow the P&C side of their business. Broker Briefcase helped them win bigger accounts on both sides of the business.
Muneris Benefits was looking to not only survive health care reform, but thrive in the changing market, when they purchased Broker Briefcase. Today, they feel they are better positioned than ever to grow and succeed.
Forrester & Associates Insurance Agency
A small but dedicated agency, Forrester & Associates Insurance Agency was looking to compete with larger agencies, attract and retain larger clients, and provide the up-to-date market information that clients need – Zywave gave them the solutions they needed to grow.
Coverra Insurance Services, Inc.
Small Wisconsin agency Coverra Insurance found success expanding into multiple industries throughout the state using Zywave solutions. Eight of their ten largest accounts to date are thanks to Zywave tools.
Associated Financial Group
Associated Financial Group frequently walks away with BORs today – a significant departure from the agency’s traditional “bid and quote” approach – by positioning their sales message around workers’ comp using ModMaster.
Akridge Insurance & Financial Services
Akridge Insurance and Financial Services is an agency that was looking to grow, and Broker Briefcase allowed them to become experts in the ACA area while going after larger clients and moving to a fee-based revenue model.