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Case studies

CASE STUDYCoverra Insurance Services
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CASE STUDYCoverra Insurance Services

Coverra, a small Wisconsin-based agency, found success expanding into several new and profitable industries using Zywave’s software. Eight of their ten largest accounts to date are thanks to Zywave tools.

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CASE STUDYOrgill/Singer & Associates
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CASE STUDYOrgill/Singer & Associates

Orgill/Singer saw a need to target more prospects and took on a new challenge – email and social media marketing – with the help of Broker Briefcase.

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CASE STUDYSilverStone Group
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CASE STUDYSilverStone Group

Using Zywave solutions for more than 10 years, SilverStone Group has experienced success on both the benefits and property and casualty side of their business.

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CASE STUDYFaison Group
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CASE STUDYFaison Group

With a unique approach to benefits and wellness plans, Faison Group has used Zywave solutions to maximize their market share and win several large accounts.

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CASE STUDYHOME LOAN & INVESTMENT COMPANY
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CASE STUDYHOME LOAN & INVESTMENT COMPANY

When a client approached HLIC for specific resources including OSHA, loss control, and workers’ comp, they didn’t have a solution. After searching for the right fit, they found Broker Briefcase.

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CASE STUDYWorld Insurance Association
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CASE STUDYWorld Insurance Association

As a large, full service agency, Schwarz writes a variety of coverages. Ashley Schulenburg wanted to get the most out of their Zywave tools – so she attended Broker Briefcase Partner Certification.

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CASE STUDYShenandoah Valley Group
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CASE STUDYShenandoah Valley Group

Shenandoah Valley Group, a two-man operation, used several Zywave products to win 7 new accounts in just one year – including a 300- and 1,000-life account. With Zywave, clients have come to him through word-of-mouth referrals.

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CASE STUDYHardenbergh Insurance Group
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CASE STUDYHardenbergh Insurance Group

Over the past 5 years, Hardenbergh Insurance, an agency that focuses on main street business, made a shift towards larger accounts. They invested in personnel Zywave products to capture this market.

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CASE STUDYSDL Brokerage
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CASE STUDYSDL Brokerage

By adopting Broker Briefcase, SDL saw an opportunity to play in a larger arena and gain opportunities that would have been seen as “pretty far-fetched.” Now with Zywave, they can play in that $1 million arena.

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CASE STUDYMuneris Benefits
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CASE STUDYMuneris Benefits

Muneris Benefits was looking to not only survive health care reform, but thrive in the changing market. See how they competed effectively against the bigger agencies and secure larger clients with Broker Briefcase.

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CASE STUDYSchwarz Insurance
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CASE STUDYSchwarz Insurance

As a large, full service agency, Schwarz writes a variety of coverages. Ashley Schulenburg wanted to get the most out of their Zywave tools – so she attended Broker Briefcase Partner Certification.

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CASE STUDYOffenhauser & Co.
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CASE STUDYOffenhauser & Co.

Four years ago, Offenhauser & Co. began consulting with one of the largest U.S. milk co-operatives. Using Broker Briefcase P&C, they were able to win the large account and provide valuable services to the client.

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CASE STUDYCornerstone Group
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CASE STUDYCornerstone Group

Cornerstone Group needed a robust system with tightly integrated applications for an ultimate user experience to really compete. See why Cornerstone chose HRconnection.

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CASE STUDYBuursma Agency
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CASE STUDYBuursma Agency

Kurt Buursma, owner of Buursma Agency, has an array of benefits tools from Zywave that help his small MI-based agency compete with the big guys. See how each of his tools impact his business daily.

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CASE STUDYCrest Insurance
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CASE STUDYCrest Insurance

Meet Dick York, VP at Crest Insurance. As a champion of ModMaster, he made sure all producers knew how imperative the tool was to differentiating, winning new business and retaining current clients. See how.

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CASE STUDYIntegrity Insurance Agency
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CASE STUDYIntegrity Insurance Agency

Marshall Madill’s database had thousands of prospects, yet knew he had to start putting a true sales process in place to capture and nurture inbound leads. See how he drove growth with Intygral.

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CASE STUDYLynn, Hall, Marose, & Silveus
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CASE STUDYLynn, Hall, Marose, & Silveus

Lynn wanted to start winning six-figure accounts in premium and revenue. He needed to bring more to the table than just the traditional service and price pitch. See how he got an edge with Broker Briefcase.

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CASE STUDYEllison Christopher
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CASE STUDYEllison Christopher

Meet Bryan, owner of Ellison Christopher. His book of business was being touched by different types of competitors. See how he used HRconnection to stay competitive in an ever-changing benefits market.

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CASE STUDYThe Richards Group
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CASE STUDYThe Richards Group

The Richards Group lost a bid to a competitor who was backed by Zywave. After losing the bid, they made a change. See how The Richards Group subsequently won back the opportunity with Zywave.

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CASE STUDYGilroy, Kernan & Gilroy, Inc.
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CASE STUDYGilroy, Kernan & Gilroy, Inc.

GKG had Zywave solutions for a few years but weren’t taking full advantage of the tools. See how Sarah Westfall became a dedicated Zywave Champion to help her agency maximize their ROI.

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CASE STUDYOllis & Company
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CASE STUDYOllis & Company

Ollis and Company relies heavily on Zywave for prospecting– materials from Broker Briefcase can be found in 80 to 90 percent of their proposals, allowing them to strengthen their pitch and win some of their biggest opportunities.

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CASE STUDYReliance Partners
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CASE STUDYReliance Partners

When Eric Campbell started at Reliance Partners, he realized that ModMaster would be a valuable asset – an asset that would enable them to capitalize on current opportunities and build their agency strategy around workers' comp.

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CASE STUDYBurkwald & Associates
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CASE STUDYBurkwald & Associates

At Burkwald & Associates, a benefits agency, their goal is to maximize their investment in employee benefits through strategic plan design and an emphasis on wellness. Read about their success with Zywave’s products.

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