Automated Tasks

“We watch the utilization. We push out appropriate tools and information to match what our clients want. And we continue to evolve.” 

Maggie Boucher, Henderson Brothers

Win & Retain

“There were a lot of options out there for insurance technology, but none of them rose to the level of Zywave.” 

Kurt Buursma, Buursma Agency

Customize Resources 

“I can’t see us working without Broker Briefcase. The resources keep us and our clients updated on what’s changing.” 

Home Loan & Investment Company 

Enhance Prospecting 

“We want our clients to have the latest and greatest resources to differentiate ourselves from others.” 

Michelle Sutter, World Insurance Association, Inc

Win & Retain

“This great account that Zywave helped us win based on technical expertise makes it difficult for them to move away. And I don’t see them wanting to do so.” 

Scott Bruner, Offenhauser & Co 

Provide Convenience 

“With Zywave tools and portals, insurance no longer has a stodgy connotation.” 

Shannon, The Richards Group 

Service Clients 

“They [smaller clients] don’t have HR departments or the time to think about all this information, so the portal has become their ‘HR assistant.”  

Sarah Westfall, Gilroy, Kernan & Gilroy, Inc 

Break Barriers 

“ModMaster has really opened their eyes to what we can do, and has been able to break down barriers and create new opportunities.” 

Monte King, Reliance Partners 

Provide Value

“With Zywave, I feel like I have a team of people behind me.” 

Diana Twadell, Integrity Employee Benefits and Insurance Services, Inc.  

Streamline Content

“The content. I just can’t say enough about the content. The content is timely and gets the job done” 

Rick Aspan, Beneficial Solutions 

Reach More Clients  

“We doubled our sales the year after implementing Zywave, and our sales have only continued to grow.” 

Roland Barrera, Roland Barrera Insurance 

Service Clients  

“The client portal is a must-have at this point, based on the feedback we get from clients” 

Matt Schoeppe, Wilson Partners Group  

Improve Efficiency 

“BrokerageBuilder has made renewals 100% more efficient.”  

Jodee Aquino, Sahouri    

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