Zywave brings groundbreaking tool to Canada to help insurance brokerages drive growth and retention

Monday, September 10, 2012
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Insurance brokerages today face countless challenges, from market consolidation to commission disclosure to trouble differentiating from the competition. To help address these issues and revolutionize the way Canadian brokers do business, Zywave, Inc. today announced the launch of an innovative software tool tailored specifically for Canada that will help brokers strengthen their value proposition, greatly enhance client service and ultimately grow their business.

Broker Briefcase®, a marketing communications engine, contains a library of thousands of resources that add value to a broker’s services. From liability expertise to risk management to safety programs, brokers armed with Broker Briefcase become instant experts on dozens of industries and niche topics. For example, a broker with a prospect in the construction industry can tailor his presentation with resources that speak specifically to the prospect’s unique business needs, instantly positioning the brokerage as an expert in that industry. And with automatic, customizable campaigns and newsletters, that high-impact content provides value and keeps the broker top of mind throughout the year.

“Broker Briefcase is a perfect fit for Canadian brokers, who face unique but parallel challenges to their U.S. counterparts,” said Krissy Fischer, Zywave product director. “We have proven that delivering targeted, branded resources to prospects and clients on a consistent basis drives significant results in client retention and referrals for a brokerage—and those who leverage Broker Briefcase can do so without extra time or resources.”

By delivering resources from Broker Briefcase, brokers can turn the conversation from price to value—distinctly differentiating themselves from the competition and shifting their role from insurance provider to trusted business advisor. “Competing solely on price just won’t cut it anymore—clients are asking for more, and the best brokers are delivering,” said Dave O’Brien, Zywave chief marketing officer. “With Broker Briefcase, you have the tools to raise the bar on your client service and resources, and that is what will differentiate you from all the other brokerages out there.”

Zywave is an industry-leading U.S.-based firm that has recently expanded to the Canadian market. Brokers who use Zywave see proven business results, including a 4 percent boost in retention and a 10 percent better closing ratio. Backing their expertise with professional collateral and the power of consistent, value-added touches, they command their markets, drive referrals and build lasting exit barriers.

About Zywave

Zywave is the leading provider of software-as-a-service (SaaS) technology solutions for the insurance and financial services industries. More than 350,000 financial and insurance professionals, including 90 of the Top 100 U.S. insurance firms and dozens of the world’s largest financial institutions, use Zywave’s proven solutions to help them differentiate from the competition, enhance client services, improve efficiencies and achieve organic growth. We’ve recently expanded to bring our industry-leading solutions to Canada. To learn more, visit www.zywave.ca.


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