Zywave B2B Case Studies & Customer Successes

Zywave is a leading provider of software-as-a-service (SaaS) technology solutions for the insurance industry. The company’s products include web-enabled marketing communications, business intelligence and analytics, client resource portals and agency management tools. More than 3,500 brokerages worldwide-including more than 90 of the top 100 U.S. insurance firms-use Zywave’s proven solutions to differentiate themselves from the competition, enhance client services, improve efficiencies and achieve organic growth.

Case Studies

Showing 41 Zywave Customer Success Stories

All About Insurance (AAI) grows commercial book and boosts closing ratio nearly 15% with Zywave

All About Insurance (AAI)

Mick Hunt

Chief Operating Officer

Beneficial Solutions achieves rapid ROI and new revenue streams with Zywave's Sales, Content and Client Clouds

Beneficial Solutions

Rick Aspan

Senior Human Resource Business Partner

Burkwald & Associates achieves $500K in annualized revenue with Zywave analytics

Burkwald & Associates

Dan Burkwald

Founder and Sole Producer

Buursma Agency wins new business and retains clients with Zywave

Buursma Agency

Kurt Buursma

Owner

Cornerstone Group achieves $40K–$60K in extra fee-for-service revenue and stronger client retention with Zywave's HRconnection

Cornerstone Group

Frank Mayer

Cornerstone Group

Coverra Insurance Services achieves 8 of its 10 largest accounts and breaks into trucking with Zywave solutions

Coverra Insurance Services

Jeff Ascher

Producer

Crest Insurance Agency wins new business and boosts retention with Zywave's ModMaster

Crest Insurance Agency

Dick York

Vice President

Decisely achieves lower costs and faster 50-state quoting with Zywave's Group Benefits Quoting API

Decisely

Ellison Christopher achieves retention of key clients and $40,000 in annual revenue with Zywave HRconnection

Ellison Christopher

Bryan Jackson

Owner

EMPLOYERS achieves stronger policyholder engagement and a safety-positive culture with Zywave's Client Engagement Suite

EMPLOYERS

Dan Killins

Director of Risk Advisory Services

Faison Group achieves major account wins and becomes a wellness leader with Zywave's Broker Briefcase and MyWave Elements

Faison Group

Sue Ann Scharon

Online Marketing Manager

Forrester & Associates Insurance Agency achieves 181% 3-year ROI and 18% higher retention with Zywave

Forrester & Associates Insurance Agency

Tori Thomas

President and Sole Producer

Georgia's Family-Run Insurance Agency doubles profit and boosts revenue with Zywave's Intygral

Georgia's Family-Run Insurance Agency

Gilroy Kernan & Gilroy achieves 50 active MyWave Elements users and higher client engagement with Zywave

Gilroy Kernan & Gilroy

Sarah Westfall

Gilroy Kernan & Gilroy

Hall & Marose Silveus achieves six-figure account wins with Zywave's Broker Briefcase & ModMaster

Hall & Marose Silveus

Lynn Chiu

Vice President of Sales & Operations

Hardenbergh Insurance Group achieves record new-business growth and breaks into the lower-middle market with Zywave (Broker Briefcase & MyWave Elements)

Hardenbergh Insurance Group

Brian Blaston

Executive Vice President

Home Loan & Investment Company achieves effortless client outreach and ACA expertise with Zywave's Broker Briefcase and MyWave Elements

Home Loan & Investment Company

Hundley Batts & Associates achieves greater productivity and lead generation with Zywave

Hundley Batts & Associates

Michael Vance

Financial & Benefit Risk Manager

Integrity Employee Benefits and Insurance Services, Inc. achieves time savings, faster prospecting and superior client service with Zywave (Sales Cloud, Content Cloud & Zywave Learning)

Integrity Employee Benefits and Insurance Services, Inc

Diana Twadell

Owner

Driving Growth with Intygral Creating a Sales Process and Scaling a Service Model

Integrity Insurance Agency

Marshall Madill

Sales Manager

John E. Peakes Insurance Agency Inc. achieves 25% revenue growth and 35% more policies with Zywave's Intygral platform

John E. Peakes Insurance Agency Inc.

Chad Peakes

Vice President of Sales

Muneris Benefits wins larger accounts and grows fee-for-service revenue with Zywave's Broker Briefcase

Muneris Benefits

Burman Clark

Owner and Producer

Offenhauser & Co achieves a $500K dairy cooperative account and ongoing consulting revenue with Zywave's Broker Briefcase® P&C

Offenhauser & Co

Scott Bruner

Vice President

Ollis & Company boosts proposal wins and client retention with Zywave (Broker Briefcase & ModMaster)

Ollis & Company

Kevin Robbins

Director of Sales

Orgill/Singer & Associates achieves 60 portal activations in 45 days with Zywave's Broker Briefcase & MyWave Elements

Orgill/Singer & Associates

Robert Church

Business Intelligence Specialist

Redwood Credit Union achieves rapid, compliant auto insurance quoting and recoups costs in six months with Zywave TurboRater API

Redwood Credit Union

John Wheatley

Redwood Credit Union

Reliance Partners wins a $700K account and boosts prospecting with Zywave ModMaster

Reliance Partners

Monte King

Large Fleet Sales Executive

Roland Barrera Insurance doubles sales and grows to a five-person agency with Zywave

Roland Barrera Insurance

Roland Barrera

Owner

Rolland Barrera achieves doubled sales and agency expansion with Zywave

Rolland Barrera

Roland Barrera

Owner

Sahouri Insurance achieves 100% more efficient renewals with Zywave's BrokerageBuilder

Sahouri Insurance

Jodee Aquino

Practice Leader

Schwarz Insurance retains large accounts and boosts portal adoption with Zywave's Broker Briefcase and Partner Certification

Schwarz Insurance

Ashley Schulenburg

Communications Coordinator

SDL Brokerage achieves $300,000 in new premium and three BOR wins with Zywave's Broker Briefcase

SDL Brokerage

Ken Jones

P&C Producer

Shenandoah Valley Group wins 7 new accounts and secures ACA compliance with Zywave

Shenandoah Valley Group

David Barton

Sole Producer

SilverStone Group achieves stronger client retention and wins AORs with Zywave’s Broker Briefcase and MyWave Elements

Silverstone Group

Robyn Larson

Director of Strategic Initiatives

Stamps-Walker Agency achieves modernized operations and up to 61% cost savings with Zywave Partner Platform

Stamps-Walker Agency

Caitlin Walker

Manager

Tennessee's Property & Casualty Insurance Policies and Service Agency achieves controlled organic growth and $152,500 in new premium with Zywave's Intygral

Tennessee's Property & Casualty Insurance Policies and Service Agency

Tanya

Vice President

The Fawcett Group wins a $150,000 book of business and outcompetes larger firms with Zywave

The Fawcett Group

Darryl Fawcett

CLU, ChFC, President

The Richards Group achieves client win‑backs and six‑figure revenue with Zywave

The Richards Group

Pete

VP, Risk Management Consultant

Wilson Partners achieves major time savings and improved client engagement with Zywave's Content, Client and Sales Clouds

Wilson Partners

Matt Schoeppe

Senior Consultant

World Insurance Association achieves faster targeted prospecting and improved member communications with Zywave's miEdge and Content Cloud

World Insurance Association

Brad Preston

World Insurance Association

World Insurance Association achieves greater efficiency and faster client wins with Zywave solutions

World Insurance Association

Michelle Sutter

Manager

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Zywave B2B Case Studies & Customer Successes

Case Studies

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