Case Study: Hall & Marose Silveus achieves six-figure account wins with Zywave's Broker Briefcase & ModMaster

How Hall & Marose Silveus Started Going After Six-Figure Accounts

Hall & Marose Silveus, led by Lynn, vice president of sales and operations, set out to move upstream and win six-figure accounts. Faced with the need to differentiate from competitors and compete with much larger agencies, Lynn realized selling on service and price alone wouldn’t work and sought a way to present a stronger, value-driven proposition.

By investing in Broker Briefcase and ModMaster and leveraging Zywave’s support teams, Lynn repositioned himself as a risk-management expert who could proactively market to niche clients. That approach helped him beat an agency 10 times his size to win a large manufacturing account and, over 12 months, top producers using Broker Briefcase generated $1M in premium ($125K in revenue) while the big account added $100K in premium ($13K in revenue); the tools also boosted confidence and helped attract new talent.

Hall & Marose Silveus

Lynn Chiu

Vice President of Sales & Operations