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

Burkwald & Associates - Customer Case Study

Burkwald & Associates is a Pewaukee, Wis.–based benefits and management consulting firm that advises employers (primarily 100–1,000 life groups) on plan design, communication and wellness, managing benefits for more than 19,000 participants. The firm needed deeper, more sophisticated analytics than carrier reports provided so its consultants could better analyze claims, identify cost drivers and make persuasive, data-driven recommendations.

By pairing Zywave’s Decision Master Warehouse with other Zywave tools, Burkwald & Associates performed detailed medical and pharmacy claims analysis, identified gaps (like low preventive-care use), designed incentive-driven plan changes and presented a strategic, data-backed plan. The approach won a $140K account within 30 days and helped the firm secure eight new clients worth roughly $500K in annualized revenue in 2013, plus additional client wins attributed to the strengthened analytics.

Burkwald & Associates

Dan Burkwald

Founder and Sole Producer