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

Coverra Insurance Services - Customer Case Study

Coverra Insurance Services, a Wisconsin-based agency focused mainly on property & casualty and targeting larger accounts despite not being in a major metro area, faced the challenge of breaking into new, profitable industries and educating prospects about workers’ compensation—an area that represents the bulk of many clients’ premium but is often misunderstood.

By centering their sales pitch on ModMaster workers’ comp reports, using Broker Briefcase for industry-specific safety and compliance materials, and delivering ongoing resources through the MyWave Elements client portal, Coverra both won and retained bigger accounts. The approach paid off: 8 of the agency’s 10 largest accounts were gained with Zywave tools, and they expanded into markets like trucking—now three of their top 10 clients, including the largest.

Coverra Insurance Services

Jeff Ascher

Producer