“We use the basic ModMaster reports with virtually every prospect we come across."

Jeff Ascher, producer
COMPANY

Coverra Insurance Services

BUSINESS LINE

Property & Casualty, Personal Lines

PRODUCTS

Broker Briefcase Benefits, Broker Briefcase P&C, ModMaster, MyWave Elements

The Partner

Coverra Insurance provides progressive auto, car, home, business, life & health insurance. Serving Sparta, Tomah, and Holmen area, Wisconsin residents.

The Challenge

Coverra Insurance isn’t located in a large metro area, but knows there is a lot of industry across the state of Wisconsin. They needed a way to win the business.

The Solution

Coverra takes advantage of ModMaster to support clients’ workers’ comp needs, Broker Briefcase to deliver safety and loss control solutions, and the MyWave Elements client portal as a key retention tool.

The Benefit

8 of agency’s 10 largest accounts are thanks to Zywave solutions. In addition, they’ve been able to expand their areas of expertise thanks to the industry-specific resources in Broker Briefcase.

Of our 10 largest accounts, 8 of them are new to the agency in just the last few years. And those 8 accounts are thanks completely to our full Zywave strategy.”

— Jeff Ascher, producer

Coverra's Story

Background
Coverra Insurance isn’t located in a large metro area, but knows there is a lot of industry across the state of Wisconsin. With their Zywave tools, particularly on the P&C side of the business leading with workers’ comp, they have no shortage of prospects regardless of their location.

Solution
Coverra takes advantage of ModMaster to support clients’ workers’ comp needs, Broker Briefcase to deliver safety and loss control solutions, and the MyWave Elements client portal as a key retention tool.

They’ve crafted their entire pitch around workers’ compensation to pique a prospect’s interest and get in the door. “We use the basic ModMaster reports with virtually every prospect we come across,” said Jeff Ascher, producer at Coverra. “We talk about what the prospect’s minimum mod is, to open their eyes to what they could be saving. Workers’ comp represents the majority of premium for just about every business, yet there is such limited education on the client side.”

Jeff shared that even the most basic ModMaster reports are usually more than a prospect has ever had explained to them regarding
workers’ comp and the mod. His agency has been very successful earning new business with this approach.

Once they have the business, they work to put into place various programs that help control the mod, such as loss control and safety programs, and post-claim management such as return to work and accident investigation. “We could not get by without access to Broker Briefcase,” said Jeff. They pull the relevant materials from Broker Briefcase, then post to the MyWave Elements client portal.

“We’ve had great feedback on the Elements site as well. Clients are using it often,” Jeff told us. When a new client comes on board, they train the client employee(s) on the portal, then regularly post pieces relevant for that client’s business.

Results
Of our 10 largest accounts, 8 of them are new to the agency in just the last few years,” said Jeff. “And those 8 accounts are thanks completely to our full Zywave strategy.”

In addition, they’ve been able to expand their areas of expertise thanks to the industry-specific resources in Broker Briefcase. “We hardly wrote any trucking risks before 2009, partially because it is just so tough from a compliance standpoint,” shared Jeff. “Now I can do the research in Broker Briefcase and have plenty of material to send the prospect – and now three of our top 10 clients are trucking risks, including the single biggest account in the agency.”