Case Study: The Richards Group achieves client win‑backs and six‑figure revenue with Zywave

How the Richards Group Uses Zywave Products to Win and Retain Business

The Richards Group, a Vermont-based property and casualty-focused broker led by Pete (VP, Risk Management Consultant) and Shannon (Program Coordinator), faced a critical challenge when they lost a client to a competitor who demonstrated superior digital capabilities powered by Zywave. That loss made clear that modern portal and analytics tools were now a deciding factor in bids and client retention.

In response they became a Zywave partner and adopted Broker Briefcase, ModMaster, MyWave Elements and Zywave.com, appointing Shannon as their dedicated Zywave expert. Those tools let them win the lost account back, create an “exit barrier” with client portals, offer fee-for-service portal access, deliver quick, compliant safety programs (as with a regional hospital), and provide actionable analytics—driving stronger sales and an expected six-figure revenue boost in the next 3–6 months.

The Richards Group

Pete

VP, Risk Management Consultant