Zywave
41 Case Studies
Case Study: Home Loan & Investment Company achieves effortless client outreach and ACA expertise with Zywave's Broker Briefcase and MyWave Elements
A Zywave Case Study
Home Loan & Investment Company - Customer Case Study
Home Loan & Investment Company (HLIC), a Colorado agency serving both P&C and employee benefits clients, needed timely resources when a client requested help with OSHA, loss control and workers’ comp. Lacking an in-house solution, HLIC sought a platform that could support both its commercial lines and benefits book and help the agency demonstrate expertise on Affordable Care Act issues.
HLIC implemented Broker Briefcase® P&C and Benefits plus the MyWave Elements® portal to deliver branded, customizable resources (e.g., Safety Manuals, OSHA incident tracking) and up-to-date Health Care Reform content. The tools enable proactive, automated client campaigns and regular touchpoints, helping HLIC support vital P&C needs and position itself as an ACA expert while staying in front of clients and prospects effortlessly.
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