Case Study: Rolland Barrera achieves doubled sales and agency expansion with Zywave

Rolland Barrera - Customer Case Study

Roland Barrera Insurance, a South Texas benefits brokerage founded in 2012, needed scalable tools to grow beyond a one-person operation and better serve clients on compliance and benefits communication. After seeing the potential in Zywave while at a TPA, Roland sought technology to reach more prospects, improve ERISA compliance services, and get clearer visibility into commission sources.

By implementing Zywave’s Broker Briefcase Benefits, BrokerageBuilder, HRconnection, MyWave Connect and Wrap360, the agency automated client communications, added ERISA wrap compliance offerings, and gained reliable commission tracking. The results were immediate: inbound calls surged, sales doubled in the first year and have grown year-over-year, the business expanded to five employees, and client retention remained strong with only two cases lost since 2013.

Rolland Barrera

Roland Barrera

Owner