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"We have a higher utilization in both Broker Briefcase and our Elements portals than we did before."

Ashley Schulenburg, Communications Coordinator
COMPANY

Schwarz Insurance

PRODUCTS

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

The Partner

As a large agency located in south-central Wisconsin, Schwarz Insurance writes a variety of coverages from large and small group health to commercial lines and other lines.

The Challenge

Schwartz Insurance wanted to make sure they were getting the most out of their Zywave tools. They knew there were methods that they weren’t using and wanted to learn about them so they could teach Schwartz employees how to best service clients and their specific needs.

The Solution

Communications Coordinator, Ashley, attended Broker Briefcase onsite Partner Certification in the summer of 2013 and got a lot out of it.

The Benefit

Showcasing the resources that Schwarz has at their fingertips thanks to Broker Briefcase has saved some large accounts. “They would have left had we not been able to prove our expertise,” says Ashley.

“The tools are valuable, and I now have a deeper knowledge and understanding to bring to the table, thanks to Partner Certification.”

Ashley Schulenburg, Communications Coordinator

BACKGROUND
As a large agency located in south-central Wisconsin, Schwarz Insurance writes a variety of coverages from large and small group health to commercial lines and other lines. Communications coordinator Ashley Schulenburg enjoys working with all of the Zywave products. In fact, she goes out onsite and shows clients how to use their Elements portals. Ashley realized that when she was on site, she was just teaching the clients how to use the portal and not really understanding how their specific firm would use the portal to teach them most effectively. After asking to come to Zywave’s onsite Broker Briefcase Partner Certification for a couple of years she got the go ahead from her boss in 2013.

“I wanted to make sure we were getting the most out of our Zywave tools. I knew there were methods that we weren’t using and I wanted to learn about them so I could teach our employees how to best service our clients and their specific needs,” said Ashley.

SOLUTION
Ashley attended Broker Briefcase onsite Partner Certification in the summer of 2013 and got a lot out of it. “I wanted to get our employees and clients to start using the portal more. I learned many techniques they can use so it didn’t seem as daunting and time consuming for them.”

Ashley says she was extremely impressed with the professionalism and training that Zywave employees provided. “The presentation was excellent and the knowledge level of the trainers was great.” Her favorite part was being able to network with other Broker Briefcase users in person and hear about how other agencies are using the products. “It is valuable to get feedback from other people who are using the same products; I was able to take away many techniques that I wouldn’t have thought of on my own.”

RESULTS
Overall, Partner Certification was a great experience for Ashley and a fantastic investment from Schwarz. “We have a higher utilization in both Broker Briefcase and our Elements portals than we did before. I am more comfortable teaching both Schwarz employees and clients how to best use the resources,” says Ashley.

Showcasing the resources that Schwarz has at their fingertips thanks to Broker Briefcase has saved some large accounts. “They would have left had we not been able to prove our expertise,” says Ashley. “The tools are valuable and now I have a deeper knowledge and understanding to bring to the table, thanks to Partner Certification.”

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