Case Study: Integrity Employee Benefits and Insurance Services, Inc. achieves time savings, faster prospecting and superior client service with Zywave (Sales Cloud, Content Cloud & Zywave Learning)

Integrity Employee Benefits and Insurance Services, Inc - Customer Case Study

Integrity Employee Benefits and Insurance Services is a one-person California agency led by Diana Twadell, who left a large brokerage to strike out on her own. To compete and continue offering compliance, wellness, benchmarking and benefits materials without a large support staff, Diana needed technology that would streamline prospecting, client service and day-to-day operations.

After consulting Zywave experts she implemented Sales Cloud, Content Cloud and Zywave Learning. The tools cut administrative time (benefits booklets that once took 2–3 hours can now be branded in minutes), delivered clear benchmarking insights for prospects, and turned mandated California sexual-harassment training into a prospecting/value-add opportunity—resulting in faster prospecting, better service and the ability to operate as a full-service agency solo.

Integrity Employee Benefits and Insurance Services, Inc

Diana Twadell

Owner