"We wouldn't be where we are without Zywave. Since 2013, we've only lost 2 cases. We doubled our sales the year after implementing Zywave, and our sales have only continued to grow."
Roland Barrera, Owner of Roland Barrera Insurance
Roland Barrera Insurance
Benefits insurance
Employee Benefits Content, P&C Content, Marketing & Prospecting, ModMaster
The Partner
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.
The Challenge
While the TPA ultimately choose not to partner with Zywave, Roland immediately recognized the enormous potential of the tools.
The Solution
Upon starting his own agency, one of Roland's first calls was to Zywave. Roland Barrera Insurance uses Zywave's Employee Benefits and P&C content, Agency Management, Agency Solutions, Enrollment & Onboarding, Client Portal, and Compliance & Risk Management solutions.
The Benefit
Zywave's Marketing & Prospecting solutions have been instrumental in helping Roland reach more clients and prospects. In particular, the automated email marketing campaigns have helped provide valuable and timely updates to his customers, especially regarding health care reform.