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“We have well over 90% retention, well above industry standards, so clients are definitely satisfied with the approach."

Sarah Westfall
COMPANY

Gilroy, Kernan & Gilroy, Inc.

SOLUTIONS

Employee Benefits Content, P&C Content, Marketing & Prospecting, Agency Management, Agency Operations, HR Information System, Client Portal

The Partner

Based on your needs, we will put together the best team for the job, leaning on specific strengths and unique abilities to maximize potential, ultimately providing the best results.

The Challenge

GKG had had Zywave solutions for a few years but weren’t taking full advantage of the tools.

The Solution

Gilroy, Kerman & Gilroy completely redesigned their Client Portal to align with an agency rebrand.

The Benefit

Utilization has gone up significantly and GKG has gotten great feedback, particularly from smaller clients. They don’t have HR departments or the time to think about all this information, so the portal has become their “HR assistant.”

“We’ve gotten great feedback, particularly from smaller clients. They don’t have HR departments or the time to think about all this information, so the portal has become their HR assistant.”

Sarah Westfall

 

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