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

Forrester & Associates Insurance Agency - Customer Case Study

Forrester & Associates Insurance Agency, a small firm serving North and South Carolina led by president and sole producer Tori Thomas, needed a way to compete with larger agencies, attract bigger clients, and deliver timely market information to clients. With limited resources, the agency’s challenge was growing its prospect pipeline, shifting its client mix, and improving retention.

Thomas implemented Zywave’s Broker Briefcase, BrokerageBuilder, and MyWave Elements into daily operations. Within months she saw a 3-year ROI of 181% and a payback period of just 4.7 months, a 15% increase in initial meetings (36 to 42 per year), a shift in large-client mix from 1% to 10%, and an 18% rise in retention (80% to 98%), while clients benefited from up-to-date content and streamlined HR tools.

Forrester & Associates Insurance Agency

Tori Thomas

President and Sole Producer