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

All About Insurance (AAI) - Customer Case Study

All About Insurance (AAI) is a Chapel Hill–based full-service agency founded in 1993 with 10 locations serving 30,000+ clients across seven states. Primarily a personal-lines agency with a growing P&C practice and Nationwide’s largest agency partner, AAI needed to expand its commercial book and compete for large, small and midmarket accounts typically held by bigger brokers — moving beyond price to demonstrate clear, differentiated value.

Implementing Zywave’s suite (Broker Briefcase P&C Edition, MyWave Connect, ModMaster and HR Hotline) gave AAI ready-made safety, OSHA and risk-management content, presentation tools and analytics. The firm increased its closing ratio nearly 15%, won seven accounts by demonstrating OSHA/compliance value, retained its largest client by reducing their workers’ comp X-mod, and now enhances about 70% of presentations — empowering producers and shifting conversations to risk management and value-added services.

All About Insurance (AAI)

Mick Hunt

Chief Operating Officer