Case Study: Offenhauser & Co achieves a $500K dairy cooperative account and ongoing consulting revenue with Zywave's Broker Briefcase® P&C

Offenhauser & Co - Customer Case Study

Offenhauser & Co., a Texas-based brokerage serving niche P&C markets across Texas, Oklahoma, Arkansas and Louisiana, was hired as a consultant by outside counsel for one of the 20 largest U.S. milk co‑operatives to remedy a very disjointed insurance program. Each producer at Offenhauser brings specialized expertise, and the dairy co‑op needed a coordinated agriculture- and safety-focused insurance solution that its brokers had not previously provided.

Using Broker Briefcase® P&C from Zywave, VP Scott Bruner pulled together targeted resources—cleanliness protocols and payroll communications for dairy processing, Trucking Risk Insights and Trucking Safety Matters for complex logistics relationships, and a Broker Comparison Checklist to demonstrate value. The consulting work led to winning the account (about $500K in annual premiums) and an ongoing consulting relationship that yields a $25K annual fee, creating a durable client partnership.

Offenhauser & Co

Scott Bruner

Vice President