Case Study: Schwarz Insurance retains large accounts and boosts portal adoption with Zywave's Broker Briefcase and Partner Certification

Schwarz Insurance - Customer Case Study

Schwarz Insurance, a south-central Wisconsin agency handling large and small group health and commercial lines, needed a better way to help clients adopt its Elements portals. Communications coordinator Ashley Schulenburg realized her on-site demos taught navigation but not how each client would use the portal for their specific needs, so she pursued Zywave’s Broker Briefcase Partner Certification in 2013.

At the onsite certification Ashley learned practical techniques, gained ideas from peer users, and praised the trainers’ professionalism. As a result, Schwarz increased utilization of Broker Briefcase and Elements, Ashley became more confident training employees and clients, and the agency retained several large accounts by demonstrating deeper expertise and value.

Schwarz Insurance

Ashley Schulenburg

Communications Coordinator