"With Zywave tools and portals, insurance no longer has a stodgy connotation."
Pete, VP, Risk Management Consultant
The Richards Group
Employee Benefits Content, P&C Content, Marketing & Prospecting, ModMaster, Client Portal
The Partner
The Richards Group is a full-service insurance and financial services firm that provides comprehensive risk management, employee benefits and investment services just for you.
The Challenge
The Richards Group lost a bid to a competitor, and not because of cost savings or service. They lost this bid because that competitor was backed by Zywave.
The Solution
The Richards Group decided to make a change. They got on the phone with their Zywave Account Executive and became a Zywave partner soon after that.
The Benefit
Clients are so reliant on the Client Portal, Employee Benefits and P&C content that they are more reluctant to consider any other broker; they make their clients’ lives easier with the application of Zywave tools; if any client decides to leave, The Richards Group offers the Client Portal as a fee-for-service opportunity.