Case Study: Orgill/Singer & Associates achieves 60 portal activations in 45 days with Zywave's Broker Briefcase & MyWave Elements

Orgill/Singer & Associates - Customer Case Study

Orgill/Singer & Associates, a large benefits, P&C and personal-lines agency in Las Vegas with over 50 employees, partnered with Zywave to tackle a new challenge: reaching more clients and prospects through email and social media marketing. They needed marketing resources and timely content to run effective campaigns—resources they say they wouldn’t have without Zywave’s Broker Briefcase.

Business Intelligence Specialist Robert Church built segmented campaigns using Broker Briefcase to find relevant documents, tracked clicks, then followed up and offered MyWave Elements portals (including 30-day test drives). The combined approach generated several leads, 11 inbound calls from recent campaigns, and about 60 Elements portal activations in 45 days, plus strong engagement on social posts such as a safe-teen-driving Facebook campaign.

Orgill/Singer & Associates

Robert Church

Business Intelligence Specialist