Category: Case Studies

Redwood Credit Union Case Study

November 28, 2023
Redwood Credit Union (RCU) is a top 20 credit union serving the North Bay and San Francisco area. Founded in 1953, they serve over 450,000 members across 21 locations. […]

Decisely Insurance Services Case Study

September 14, 2023
Decisely Insurance Services is a broker-friendly benefits brokerage and HR services firm that specializes in providing integrated technology solutions for small […]

Henderson Brothers Case Study

February 10, 2023
Henderson Brothers is a thriving Pittsburgh-based insurance organization that offers a full array of benefit plans and services, including personal and commercial lines, […]

Richards Group Case Study

February 1, 2023
Meet Pete (VP, Risk Management Consultant) and Shannon (Program Coordinator) from The Richards Group, focused on the property and casualty market in Vermont! Pete first […]

Reliance Partners Case Study

December 7, 2022
In the five years that Reliance Partners has been in business, they have made their mark on the large trucking and transportation risk market. Recently, Monte King, […]

Offenhauser & Co. Case Study

November 7, 2022
Located in Texas, but primarily servicing four different states - Texas, Oklahoma, Arkansas and Louisiana - Offenhauser & Co. has been successful at landing accounts in […]

Sahouri Insurance Case Study

October 11, 2022
For over 50 years, Sahouri Insurance has been an insurance staple in the D.C. metro area. Providing clients with excellence by managing all insurance needs—commercial, […]

Integrity Employee Benefits Case Study

August 1, 2022
Integrity Employee Benefits and Insurance Services, Inc. is a small, one-person shop run by Diana Twadell. Diana spent more than 20 years working for a very large […]

Rolland Barrera Insurance Case Study

June 29, 2022
Roland Barrera started his own agency in 2012 after working for a third-party administrator (TPA). It was during this time that Roland first learned about Zywave. While […]

Home Loan Insurance Case Study

April 14, 2022
When a current client of Home Loan & Investment Company (HLIC) approached the agency for specific resources on a variety of topics including OSHA, loss control, and […]

Gilroy, Kernan & Gilroy Case Study

January 29, 2022
When Sarah Westfall joined GKG, the agency had had Zywave solutions for a few years but weren’t taking full advantage of the tools. Sarah’s new role was as a […]

Buursma Agency Case Study

October 10, 2021
Meet Agency Owner Kurt Buursma from the Buursma Agency! He has a wide array of benefits tools from Zywave that help his small agency in Holland, MI compete with the big […]

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