Case Study: Sahouri Insurance achieves 100% more efficient renewals with Zywave's BrokerageBuilder

Sahouri Insurance - Customer Case Study

Sahouri Insurance, a full-service brokerage serving the D.C. metro area from McLean, VA for over 50 years, needed a modern agency management solution to better support its commercial and employee benefits practice. Their legacy AMS was built for P&C work and lacked workflow management and RFP tools critical to the benefits side, prompting the search for a more capable system.

They implemented Zywave’s BrokerageBuilder, gaining intuitive, low-training workflows, streamlined RFPs, and customizable outputs like Benefits Guides and proposals. The firm reports major time savings—Jodee Aquino says renewals are now “100% more efficient”—and benefits from custom reports, task assignments, account opportunity tracking, and improved client presentations as they look to grow their benefits business.

Sahouri Insurance

Jodee Aquino

Practice Leader