Case Study: SDL Brokerage achieves $300,000 in new premium and three BOR wins with Zywave's Broker Briefcase

SDL Brokerage - Customer Case Study

SDL Brokerage, a New York–based P&C and benefits agency of about 20 employees with 3–4 dedicated producers, needed to grow its property & casualty book after health care reform limited growth on the group health side. Historically serving clients from roughly $5K–$500K in premium, they couldn’t compete for larger accounts and wanted to “play in the $1 million arena.”

By adopting Zywave’s Broker Briefcase, SDL used safety campaigns, a customizable safety manual and targeted collateral to prospect and negotiate with underwriters. The approach won three of four broker-of-record opportunities, led to four new accounts generating $300,000 in premium in under three months, and paid for itself before training was even finished.

SDL Brokerage

Ken Jones

P&C Producer