Case Study: Ollis & Company boosts proposal wins and client retention with Zywave (Broker Briefcase & ModMaster)

Ollis & Company - Customer Case Study

Ollis & Company is a medium-sized insurance agency in Springfield, MO with 32 employees that needed professional, up-to-date resources and efficient tools to win new accounts, retain clients, and proactively manage P&C exposures and claims. The agency sought a way to streamline proposal and client-education workflows while giving advisors data to forecast and reduce claim frequency and severity.

By implementing Zywave’s ModMaster and Broker Briefcase P&C and Benefits, every employee gained access to forecasting, safety resources, proposal content, and automated drip marketing. The firm now uses Broker Briefcase in 80–90% of proposals, logs frequent internal use (some users 30–40 times/month), wins larger opportunities with polished materials, runs seasonal drip campaigns, and reports time savings and improved retention.

Ollis & Company

Kevin Robbins

Director of Sales