Case Study: SilverStone Group achieves stronger client retention and wins AORs with Zywave’s Broker Briefcase and MyWave Elements

Silverstone Group - Customer Case Study

SilverStone Group is a large insurance agency with offices in Omaha, Council Bluffs, Sioux Falls and Portland offering benefits, P&C and personal lines. Facing the need to streamline prospecting and client servicing across producers and account managers while strengthening client retention, they sought tools that would keep clients engaged and make it harder for them to leave.

SilverStone adopted Zywave solutions—most notably Broker Briefcase for day‑to‑day content and MyWave Elements via their SilverSource portal—to centralize communications, learning materials and OSHA/workers’ comp tracking. Employees use Broker Briefcase daily and share new content internally, while SilverSource provides clients of all sizes with vital tools that create exit barriers; the result was higher client retention, documented accuracy of materials, and wins of additional AORs.

Silverstone Group

Robyn Larson

Director of Strategic Initiatives