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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.