Case Study: Shenandoah Valley Group wins 7 new accounts and secures ACA compliance with Zywave

Shenandoah Valley Group - Customer Case Study

Shenandoah Valley Group, a two-person brokerage led by David Barton serving public-sector clients in West Virginia and Pennsylvania, confronted a difficult compliance and communication problem: county-run health plans and evolving ACA/DOL requirements left many employers unable to reliably distribute benefits and compliance information. Seeking an easy-to-use solution that clients wouldn’t need technical expertise to use, David selected Zywave tools including HRconnection, MyWave Elements and Broker Briefcase.

By centralizing materials with HRconnection, giving employees 24/7 access via MyWave Elements and using Broker Briefcase content (notably the DOL Audit Toolkit), SVG won seven new accounts in one year—including 300- and 1,000-life groups—and now charges a per-employee monthly fee for these services. The usability and compliance value of the Zywave solutions generated strong referrals, profitable fee-for-service revenue, and clear ROI.

Shenandoah Valley Group

David Barton

Sole Producer