Zywave Success Stories

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  • Orgill/Singer & Associates Logo

    Orgill/Singer & Associates

    Orgill/Singer saw a need to target more prospects and took on a new challenge: email and social media marketing – with the help of Broker Briefcase.

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  • Home Loan & Investment Company Logo

    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.

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  • Axis Insurance Managers Logo

    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.

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  • World Insurance Association Logo

    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.

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  • SDL Brokerage Logo

    SDL Brokerage

    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.

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  • Muneris Benefits Logo

    Muneris Benefits

    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.

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  • Forrester & Associates Insurance Agency Logo

    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.

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  • Coverra Insurance Services, Inc. Logo

    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.

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  • Associated Financial Group Logo

    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.

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