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Your adventure starts now!

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Spread The ExcitementHere's What to ExpectWe're Here to HelpSuccess Stories

You'll now be able to:

Create presentations in less than 5 minutes

Download a Sample

Stay updated on the latest compliance news

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Stay in front of clients and prospects throughout the year

Download a Sample

Spread the excitement

Share implementation details with your brokerage

Email them a link to this page so they can become familiar with the implementation process.
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Present your new offerings to your clients

Need help talking about your new products with your clients? We've got you covered.
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Here's what to expect:

Project KickoffData UploadRole Specific TrainingRollout

Project Kickoff

Duration: 30 min

Introductions, review the process and timeline, exchange information

How to Prepare

Data Upload

Duration: 30-60 minutes

Work with a data expert to gather and import your data for your Zywave tools to ensure maximum ROI and efficiency

How to Prepare

Role Specific Training

Duration: 3-6 hours over the course of 2-4 weeks

Hands-on training for your team

How to Prepare

Rollout

Duration: 3 hours over the course of 2-4 weeks

Prepare an internal and external rollout plan, identify key stakeholders and milestones for success

How to Prepare

We're here to help you

Customer Success Manager

30+

CSM

Guides through implementation
Creates brokerage action plans
Leads annual business reviews
Meet the team

Partner Account Executive

45+

PAE

Acts as a strategic sounding board
Identifies ongoing Zywave resources
Handles ongoing contract questions
Meet the team

Product Trainers

Guide your learning beyond point and click to share best practices for successfully integrating Zywave tools into your brokerage workflows.

Implementation Consultants

Work with you 1:1 to configure and rollout your tools to meet your and your clients’ business needs.

Data Analysts

Configure and load your data to power your Zywave tools to achieve growth, retention and efficiency in your daily activities.

Success Stories

"While in implementation, I won a $756,000 account using the Broker Briefcase content and strategies from training."
"While working with a producer, Jared to set up his first Commercial Drip Campaign, Zywave’s Customer Success team identified a prospect meeting he had coming up in the next two weeks. This prospect was a marina opening up on the local lake this summer and would have a restaurant and bar attached. Consultants Matt and Melany coached Jared on questions to ask to uncover pains common ..."
"After sending out an email campaign to current clients educating them about additional coverages EPLI (employment practices liability) and flood insurance, one brokerage netted 4 new additional policies out of only 20 clients on the campaign."
"Lori set up a campaign to her prospects and later ran reports to see which prospects opened the emails. She visited one of the contacts that opened them and said "Hi I'm Lori" and he said "I remember your name, you send me emails. Come on in." Warming him up through the campaign got her foot in the door, and he said she could quote his business!"
"Doug has been looking to start moving upstream from working with primarily small businesses to more substantial accounts. Upon hearing about the Presentation Creator, Doug went into Broker Briefcase before training and quickly made up a presentation using the Presentation Creator for a $100,000 account prospect meeting. He said the prospect loved it and gave them second meeting."
"I have four prospects I am working with right now that I am confident I am going to close. I am confident because the conversations got started with these prospects all thanks to the Presentation Creator in Broker Briefcase. I am an old-school paper and pen guy, yet I am able to make powerful, professional, and beautiful presentations in 3 or 4 minutes. I just love this feature."
"Nicole was able to customize a Presentation for a Prospect in the Oil & Gas Industry within 8 minutes, which was great because she did not have a ton of extra time to prepare for the meeting. This meeting was with a Prospect she had been trying to get her foot in the door with for years when she was working for another brokerage. At her ..."
"I used Broker Briefcase to build a presentation this morning keying on two pain points: compliance & admin. We met with them, presented our services in these areas and got the OK for an AOR in the same meeting on this 100 life case!"
"Zander and had a conversation with his Customer Success Manager shortly after purchasing Broker Briefcase where they found documents about cyber liability and professional liability. The next morning Zander went into a prospecting meeting where he had three opportunities to new business with one client. He won the business using stewardship reports and brokerage comparison documents. Zander stated that the resources from Broker Briefcase were the deciding factor ..."
Read Case Studies Partners Love Zywave
Project KickoffData UploadRole Specific TrainingRollout

Project Kickoff

Duration: 30 min

Introductions, review the process and timeline, exchange information

Gather the following information:

User information (first name, last name, email, role) for colleagues who will need access to Zywave tools

  • Confirm who should be included in internal rollout communications
  • Confirm who will be attending training

Identify who manages your brokerage email domain settings in order to set up send on behalf functionality

Identify which client demo video you’d like:
https://www.zywave.ca/mwc-demo-videos/

Identify key internal stakeholders

Company logo

Client and prospect data

Bring your calendar

Company contact information as you’d like it to appear to clients and prospects i.e. name, address, phone, etc

Data Upload

Duration: 30-60 minutes

Work with a data expert to gather and import your data for your Zywave tools to ensure maximum ROI and efficiency

View file requirements:

Business accounts

Personal accounts

Identify someone at your brokerage that has access to extract information from your brokerage management system and make sure they attend the data call

Brainstorm how you want to segment your accounts for marketing purposes i.e. by industry, producer, line of business, etc.

Role Specific Training

Duration: 3-6 hours over the course of 2-4 weeks

Hands-on training for your team

Download the training materials:

Broker Briefcase

MyWave Connect

Work with your Customer Success Manager to schedule training in Zywave University

Ensure those attending training understand why Zywave tools are being implemented at your company. Ask your Customer Success Manager if you need help with this.

Identify key clients and/or prospects with whom you’d like to use the Zywave tools

Rollout

Duration: 3 hours over the course of 2-4 weeks

Prepare an internal and external rollout plan, identify key stakeholders and milestones for success

Internal:

Consider how you will hold colleagues accountable to using these tools i.e. monthly reports, competitions, sharing success stories, etc. Ask your Customer Success Manager if you need ideas!

External:

Bring your calendar to schedule a client rollout date

Identify who will be responsible for rollout as new clients are acquired

Consider how you will change your client service elevator pitch to incorporate your new tools. Ask your Customer Success Manager if you need ideas!