Case Study: The Fawcett Group wins a $150,000 book of business and outcompetes larger firms with Zywave

Small agency garners big rewards with Zywave

The Fawcett Group is a six-person employee benefits agency in Houston led by Darryl Fawcett. Despite strong expertise, the small team struggled to compete with larger firms and had previously lost a 400-employee prospect, highlighting gaps in resources and sales support.

After selecting Zywave’s solutions (including Broker Briefcase® and BrokerageBuilder™ Standard), the agency gained high-quality proposal materials, HSA education, and rate-computation tools that strengthened its sales pitch. With Zywave’s professional support the firm unseated an entrenched broker, won the 400-employee account, and secured a $150,000 book of business—helping the agency “walk and talk like a big agency.”

The Fawcett Group

Darryl Fawcett

CLU, ChFC, President