A Professional Web Presence That Backs Up Every Introduction
See Zywave
in Action
It is a big value add to us, being able to see those we are not connecting with, either in person or through a Zoom meeting, can still see our online presence and associate us in a positive way.
BACKGROUND
PolicyChex serves business owners with a broad mix of coverage: financial wealth planning, employee group benefits, and a full commercial P&C book spanning general liability and workers' compensation. Sebastian Vargas, the agency's account manager, oversees sales, new business development, and service. Before working with Zywave, the agency's website was managed by a vendor that handled hosting but offered little in the way of active development, content, or lead generation support.
- Saves producers' time
- Automates cold outreach
- Strong customer support
- Hands-on, responsive Zywave support throughout the pilot
- Collaborative implementation process with active iteration and improvement
- Strong long-term potential with a clear roadmap for continued growth
- Saves producers 10+ hours per week
- Reduces manual prospecting effort
- Potential to generate new business with minimal producer time investment
OPPORTUNITY
PolicyChex wanted a website that looked as professional as the advice its team gives clients, paired with consistent, ready-to-use content for newsletters and client communication, and a way to identify and prioritize prospects in the agency's target area.
SOLUTION
Zywave took over the agency's website development from the ground up, building a polished, professional site with blog integrations and the ability to showcase the carriers PolicyChex works with. Alongside the new site, the agency now uses Zywave's content creation tool for newsletters and client-facing materials, and a prospecting tool to identify and target leads in specific areas.
It works well because it aligns with the clientele we have in terms of having a real professional finish. It has things like blog integrations, and it allows us to showcase some of the carriers we can work with.
RESULTS
The new site gives PolicyChex a polished, on-brand presence that reinforces the agency's credibility with every prospect, even ones the team hasn't met in person yet. Managing the site and submitting requests has been straightforward, and the agency's point of contact has been quick to respond and route requests to the right people.
Adoption is still early, and most new business today comes through referrals built on the agency's financial planning and benefits relationships. But Vargas sees the website and its supporting tools as a foundation the agency's prospecting and brand presence will continue to build on.
Our point of contact (with Zywave), has been really good at being able to respond quickly, handle a lot of the requests we have had, and direct us to the right place or get the right people involved. The service has been really good.