Building Repeatable Processes and Outbound Marketing with Partner Platform
I consider the Partner Platform as a part time employee. Without Partner Platform, I have no processes that can be tracked.
BACKGROUND
Rodney Stewart has worked with Zywave's Partner Platform since 2008, when his agency first needed a reliable way to move away from filing cabinets and manual, paper-based recordkeeping. As a personal lines and small commercial agency, Tristar needed a central place to store documents, manage its book of business, and keep client notes organized in one system.
- 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
As Tristar grew, so did its needs. The agency was relying on a patchwork of external tools for email and outbound marketing, and Stewart wanted a way to build consistent, repeatable processes for how his team handled everything from new quotes to policy changes, rather than leaving those steps to memory or informal habit.
SOLUTION
Working with an outside coaching program to map out clear processes for prospecting and servicing, Stewart implemented those workflows directly inside Partner Platform. As the solution's capabilities expanded to include email integration, text messaging, and eventually a built-in marketing manager, Tristar was able to bring its outbound marketing in-house instead of relying on separate external tools.
IMPLEMENTATION
Stewart built out templates within Partner Platform for each type of new quote and client interaction his team regularly handles, from claims to policy changes. New hires are trained directly on these built-in workflows, allowing the team to onboard quickly and consistently without reinventing the process each time.
RESULTS
Partner Platform's marketing manager now allows Tristar to stay in touch with prospects and current clients through automated drip email and text campaigns, giving Stewart's outbound marketing a structure it didn't have before. Every customer interaction, document, and email is tracked directly in the system, giving Tristar's team a dependable, centralized process for running the agency day to day.
If there is an independent agent not using an AMS, it is like driving around in a car with no air conditioning, no cruise control, no power steering. They are just in a car and think they're doing fine, but if they really knew what they could have.