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Broker Briefcase has provided us with outstanding marketing and retention literature. With Zywave, we've been able to demonstrate our value in a very crowded market and strengthen our relationships with existing clients.

Sallyanne Burdon, Henshalls Insurance Brokers
COMPANY
Henshalls Insurance Brokers
PRODUCTS
Broker Briefcase®, MyWave Connect®
The Partner

Henshalls Insurance Brokers was founded in 1967, and ever since, has been dedicated to providing bespoke coverage to fit their clients' unique needs.

The Challenge

To further accelerate their growth, Henshalls Insurance Brokers was looking for software tools that would enable them to more effectively service their current and potential clients.

The Solution

Henshalls Insurance Brokers chose Zywave’s Broker Briefcase® and MyWave Connect® applications.

The Benefit

Broker Briefcase and MyWave Connect have helped increase customer satisfaction and improve prospecting. In particular, Henshalls Insurance Brokers has found the compliance resources and automated email campaigns to be very beneficial.

“Zywave and our other marketing tools play an important role in ensuring our existing clients receive good value for their money and sets us apart from the local competition. This, in turn, helps support the renewal process, with our retention rates being as high as they’ve ever been.”

Sallyanne Burdon, Henshalls Insurance Brokers

BACKGROUND

Henshalls Insurance Brokers was founded in 1967, and ever since, has been dedicated to providing bespoke coverage to fit their clients’ unique needs. To further accelerate their growth, Henshalls Insurance Brokers was looking for software tools that would enable them to more effectively service their current and potential clients.

SOLUTION

Henshalls Insurance Brokers chose Zywave’s Broker Briefcase® and MyWave Connect® applications.

RESULTS

Broker Briefcase and MyWave Connect have helped increase customer satisfaction and improve prospecting. In particular, Henshalls Insurance Brokers has found the compliance resources and automated email campaigns to be very beneficial.

“The legislation and regulatory updates are outstanding. We can often get these sent to a prospect before their own broker does, demonstrating our capability to provide much better value for the money than their current broker,” said Sallyanne Burdon, Marketing Consultant at Henshalls Insurance Brokers.

By using the vast content library available in Broker Briefcase, Henshalls Insurance Brokers has been able to win new clients by providing content their current broker is unable to offer. “We help save clients money on external resources, such as HR and health and safety, which has been a huge benefit.”

“Zywave and our other marketing tools play an important role in ensuring our existing clients receive good value for their money and sets us apart from the local competition. This, in turn, helps support the renewal process, with our retention rates being as high as they’ve ever been,” said Sallyanne Burdon.