"The way all of the Zywave products tie together is phenomenal. It has evolved into a very valuable tool for us."

Robert Church, Business Intelligence Specialist
COMPANY

Orgill/Singer & Associates

PRODUCTS

Broker Briefcase Benefits, Broker Briefcase P&C, BrokerageBuilder, HRconnection, MyWave Elements

The Partner

Since 1986, Orgill/Singer & Associates has been devoted to protecting businesses and families throughout Nevada by following one simple and guiding principle: Caring!

The Challenge

Orgill/Singer & Associates saw a need to target more clients and prospects and took on a new challenge: email and social media marketing.

The Solution

Orgill/Singer & Associates use Broker Briefcase and MyWave Elements together.

The Benefit

Achieved sixty (60) new Elements portal activation in 45 days.

“The way all of the Zywave products tie together is phenomenal. It has evolved into a very valuable tool for us.”

Robert Church, Business Intelligence Specialist

Background
Orgill/Singer & Associates has been a Zywave Partner for over three years now, owning several different products. Recently, they saw a need to target more clients and prospects and took on a new challenge: email and social media marketing. Robert Church, Business Intelligence Specialist, says that without the resources contained in Broker Briefcase, he would not be able to successfully run marketing campaigns.

Solution
Church has begun running campaigns by targeting very specific segments of clients and prospects, and then sending appropriate content to these lists. “We want to provide people with the things that they are looking for,” says Church.

Church has a unique way of using Broker Briefcase and MyWave Elements together. “My first step is to always go into Broker Briefcase and find documents that are going to attract an audience.” After that, he puts together a campaign and tracks who clicks the document. Church will then send a follow up email to the client who downloaded the document and ask if they have their Elements portal turned on. “It is a way to get a foot in the door and let them know that Orgill Singer has a whole bunch of similar documents available for them,” says Church. Church will also turn on Elements portals for prospects for 30 days to let them “test drive” it and see some of the great content that is provided to clients.

Results
Orgill/Singer has had great success with some of the campaigns they have run and some successes with other products, as well.

Recently, they ran three campaigns – two on cyber liability and one surrounding work comp. “Typically, we will turn on 1 or 2 Elements portals a month. Because of these campaigns, 11 leads called us and we have turned on about 60 portals in the last month and a half,” Church says.

There was a recent news story in Orgill/Singer’s market about teen driving. Using Broker Briefcase documents, Church got a lot of traction through their Facebook campaign about safe teen driving. “Without the help of Broker Briefcase, we wouldn’t know where to start when something timely like this comes up,” says Church. “We have seen some off the charts results just from using Broker Briefcase,” says Church. “The way all of the Zywave products tie together is phenomenal. It has evolved into a very valuable tool for us.”