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

World Insurance Association - Customer Case Study

World Insurance Associates is a New Jersey–based, top-20 P&C brokerage with a presence in 25 states offering commercial, personal, employee benefits, financial planning and payroll services. The firm faces the common large-brokerage challenge of thousands of producers with varying experience; one new producer, Brad Preston, needed to quickly demonstrate industry-specific expertise to win a time-sensitive pitch to a large dry-cleaning association.

World used Zywave’s miEdge and Content Cloud—backed by training and daily content digests—to centralize data-driven prospecting and deliver tailored resources (articles, compliance posters, checklists and handbooks) to the association’s members. The approach helped World win the account, improve how the association and its members receive relevant materials, boost regulatory and operational outcomes, and gave Brad a repeatable playbook for pursuing other niche industries.

World Insurance Association

Brad Preston

World Insurance Association