Category: Optimize operations

Integrity Employee Benefits Case Study

August 1, 2022
Integrity Employee Benefits and Insurance Services, Inc. is a small, one-person shop run by Diana Twadell. Diana spent more than 20 years working for a very large […]

Rolland Barrera Insurance Case Study

June 29, 2022
Roland Barrera started his own agency in 2012 after working for a third-party administrator (TPA). It was during this time that Roland first learned about Zywave. While […]

The Best Practices to Successful Prospecting

June 7, 2022
Prospecting is routinely viewed as an evil task and an incredible time sink by many professionals, but we all know you need to consistently fill the sales funnel with […]

Analytics Cloud for Commercial Lines

May 20, 2022
What if there was a way to be a strategic business consultant for your all clients? Not just your top clients, but every single one of them? It doesn't seem like there's […]

Analytics Cloud for Employee Benefits

May 20, 2022
What if there was a way to be a strategic business consultant for your all clients? Not just your top clients, but every single one of them? It doesn't seem like there's […]

Zywave Named a Leader in The Forrester Wave

May 3, 2022
Senior vice president Jeff Cohen and vice president of marketing, Amanda Lynn Flynn tell you all about the state of Digital Insurance Agency Platforms. We will […]

Home Loan Insurance Case Study

April 14, 2022
When a current client of Home Loan & Investment Company (HLIC) approached the agency for specific resources on a variety of topics including OSHA, loss control, and […]

5 Ways to Thrive, Not Just Survive, In Today’s Acquisition-Heavy Insurance Marketplace

April 14, 2022
As an independent insurance agency, you’re probably well aware of increasing M&A activity. According to OPTIS Partners' North American Agent & Broker 2021 […]

Transform Your Quoting & Proposal Process with CPQ

March 22, 2022
Consumer expectations have heightened, looking for fast, reliable quoting. Full-service agencies everywhere are looking for an all-in-one platform with direct-to-carrier […]

CPQ for Commercial Lines Info Sheet

March 8, 2022
Zywave CPQ - P&C is simple. The easy-to-use, cloud-based platform is intuitive for producers, marketing reps & CSRs to manage your agency’s lead-to-quote activity.

Sales Cloud for Commercial Lines

March 6, 2022
When it comes to growing your agency, differentiating your brand and streamlining your sales and renewal cycle, there's only one digital platform on the market that P&C […]

Sales Cloud for Employee Benefits

March 6, 2022
When it comes to growing your agency, differentiating your brand and streamlining your sales and renewal cycle, there's only one digital platform on the market that […]

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