Case Study: Buursma Agency wins new business and retains clients with Zywave

Kurt and Zywave Team Up to Win New Business and Retain Current Clients

Kurt Buursma, owner of the Buursma Agency in Holland, MI, runs a small brokerage that struggled to compete with larger firms after losing a prospect who cited a “larger backroom” of resources. Determined to close that gap, Kurt evaluated technology partners and chose Zywave to help him demonstrate the depth and professionalism of his agency.

Using Zywave’s Broker Briefcase, HR Hotline, and Plan Doc Builder, Kurt automates outreach to 150+ prospects, produces renewal stewardship reports, trains staff, offers HR Hotline trials to demonstrate value, and creates ERISA‑compliant documents (and fee‑for‑service deliverables). The tools have driven measurable ROI—helping him win and retain multiple accounts including an 80‑life group and a 190‑life group (expanding to 300 by year end)—and positioned his small team to compete like a much larger firm.

Buursma Agency

Kurt Buursma

Owner