“It impacts everything I do. Every sale I make, I’m using something from Zywave.”

Michael Vance, Financial & Benefit Risk Manager
COMPANY

Hundley Batts & Associates Insurance Agency

PRODUCTS

Broker Briefcase® P&C Edition, MyWave Connect®, ModMaster®, Intygral

The Partner

Hundley Batts & Associates is a family-owned agency with over 45 years of experience in offering both personal and commercial policies.

The Challenge

Known for their incredibly high level of customer engagement, the agency has consistently sought tools and information that allow them to provide their clients with the highest level of service.

The Solution

With a suite of Zywave products at their disposal, Hundley Batts & Associates have a greater ability to personalize information and follow up with existing and potential clients in a way that adds value other agencies simply can’t provide.

The Benefit

Armed with client- and industry-specific information, Hundley Batts & Associates is much more proactive and selective in the client base it targets. This strategy has led to massively favorable responses from those they serve.

We wake up each morning with a purpose. Our ‘why’ is to protect our client assets. Zywave is a critical success factor in providing value to our clients.” 

Michael Vance, Financial & Benefit Risk Manager

BACKGROUND

With over 45 years of experience serving the Huntsville, Alabama, area, Hundley Batts & Associates is at the top of their game. With an eye toward the future and continued success, this agency knows they need to incorporate the best tools available to meet their clients’ expectations and outperform their competitors.

SOLUTION

In order to maintain their role as a customer-centric agency, founder Hundley Batts Sr. recognizes that, as times and technologies change, so do client needs. In order to stay at the top of the industry, Batts promotes a culture of continuous improvement by constantly seeking new and innovative ways to serve their clients.

This path brought him to Zywave and has led to the implementation of Broker Briefcase P&C Edition, ModMaster, MyWave Connect and Intygral.

Having been a Zywave customer for over three years, these tools are now core to Hundley Batts & Associates’ operations. Their Financial & Benefit Risk Manager Michael Vance sums it up by stating, “It impacts everything I do. Every sale I make, I’m using something from Zywave.”

RESULTS             

The Zywave products used at Hundley Batts & Associates have altered their daily operations in ways that have led to increased productivity and engagement with new and potential clients, the ability to generate more leads and the ability to follow up with potential clients in a way that truly differentiates their agency. It has also helped them become more proactive and selective with their target clients. Zywave has been a key element in the agency’s ability to define their next chapter and ensure continued success, keeping with Mr. Batts’ vision for his agency. As Vance puts it, “We wake up each morning with a purpose. Our ‘why’ is to protect our client assets. Zywave is a critical success factor in providing value to our clients.”