Case Study: World Insurance Association achieves greater efficiency and faster client wins with Zywave solutions

World Insurance Association - Customer Case Study

World Insurance Association (WIA), a full‑service agency in Georgia, needed affordable, up‑to‑date technology to help its employee benefits clients navigate a rapidly changing landscape. Michelle Sutter, who manages WIA’s benefits division, sought tools that would let the agency deliver relevant value and differentiate itself without adding vendor complexity.

WIA implemented Zywave solutions—Broker Briefcase, BrokerageBuilder, HRconnection and MyWave Elements—which centralized data, streamlined workflows, and improved efficiency across offices. The tools strengthened prospecting and sales demos with robust ACA content, and even helped WIA win a client by rebuilding an HRconnection portal over a weekend; today the platforms are used companywide.

World Insurance Association

Michelle Sutter

Manager