UK insurance brokerages adopting innovative Zywave tool to enhance client services, grow business

Monday, February 18, 2013
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Broker Briefcase® boosts retention, encourages referrals, strengthens sales pitch

London, England – February 18, 2013

Growth-minded insurance brokerages in the United Kingdom are adopting and finding early success with Broker Briefcase®, a breakthrough marketing communications tool from Zywave, Inc. As the commercial and SME insurance markets become more competitive and fraught with new challenges, insurance brokers need a way to differentiate and strengthen their value proposition. Brokerages can no longer compete by simply bidding on price and offering the same thing as the firm down the street – they need a powerful differentiator.

Broker Briefcase contains thousands of professional resources that a broker can deliver to prospects and clients to instantly add value to the relationship. “With Broker Briefcase, brokers can become experts on dozens of industries and niche topics, from risk management to liability to safety programs, and more,” said Zywave Regional Manager Abbie Michaelson. “These are areas that business owners need guidance, and brokers armed with Broker Briefcase can become that valuable go-to resource for clients.”

  • Brokers worried about commission disclosure can more easily justify their value to clients and prospects –beyond just placing insurance cover – with impactful content branded to their brokerage.
  • SME brokers can compete upstream with thousands of resources at their fingertips to meet the needs of  larger businesses—without hiring additional staff.
  • Firms struggling to differentiate and grow can deliver automatic email campaigns, segmented by industry and topic, so clients receive relevant resources throughout the year – and the broker’s name stays top of mind.

ProAktive, a recent adopter of Broker Briefcase, is excited to add the tool to their arsenal of services. “The ProAktive proposition is all about differentiation,” said Jon Whiteley, Group Chief Executive at ProAktive. “Our wide range of genuine risk management services backed up by the InterAktive portal are driving growth and we are constantly seeking new ways to market and enhance our offer. The Zywave Broker Briefcase is an exciting and innovative offering which will provide ProAktive with well-researched news and blog items for our social media activity and also high-quality technical information and documentation to further enhance our client service. We anticipate that this will be a more efficient use of resources and offer even greater marketing power to the Group.”

Zywave is an industry-leading U.S.-based firm that expanded to the UK market in 2012. 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 the United Kingdom. To learn more, visit


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