Insurance brokers can enhance prospecting efforts and boost efficiency with new mobile app. Zywave announces a mobile version of industry-leading Broker Briefcase marketing tool

September 13, 2013 No comment


Milwaukee, WI – Sept. 12, 2013 Whether preparing for tomorrow’s meeting on the road, pitching a prospect with an engaging presentation or answering client questions on the go, a winning insurance producer needs to be mobile ready. To equip the forward-thinking broker with the tools to succeed in today’s fast-paced world, Zywave today announced the [...]

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Survey of employers shows higher expectations yet lower satisfaction with their insurance broker

July 17, 2013 No comment


Milwaukee, WI – July 15, 2013 Given the mounting challenges for business owners and HR professionals, it’s no surprise they’d be turning to their insurance broker for more services than ever today. When asked what services are important for a broker to provide, employers rated almost each one higher than last year, according to the [...]

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Zywave announces planned software integration with Schwab OpenView Gateway(TM). Zywave’s NaviPro to integrate with Schwab OpenView Gateway to improve productivity and results for RIAs.

June 25, 2013 No comment


Milwaukee, WI – June 24, 2013 Today Zywave announced the integration of NaviPro(TM) Planning Suite with Schwab OpenView Gateway(TM) for registered investment advisors (RIAs). The integration of these tools will streamline workflow for advisors, improving productivity and reducing errors with manual data entry. The initial rollout of this integration will focus on a seamless integration [...]

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Zywave health plan report reveals cost-cutting strategies, but most employers stay put

March 26, 2013 No comment


Health Plan Benchmarks Report represents over 73,000 health plans nationwide Milwaukee, WI – March 19, 2013 – Backed by one of the largest database of plan designs in the U.S. (nearly 50,000 employers and over 73,000 health plans), Zywave has just released the 2012 Health Plan Benchmark Report and accompanying drill-down tool exclusively to its [...]

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

February 18, 2013 No comment


UK insurance brokerages adopting innovative Zywave tool to enhance client services, grow business Broker Briefcase(R) 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(R), a breakthrough marketing communications tool from Zywave, Inc. As the [...]

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Zywave announces upgrades to NaviPlan software

December 10, 2012 No comment


Company presents a number of new features aimed at planning for retirement, high net worth clients and business entities Milwaukee, WI – December 10, 2012 Facts – Zywave, Inc. today introduced the newest release of its popular financial planning tool, NaviPlan. – NaviPlan(R) is a flexible financial planning tool used for a wide range of [...]

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Zywave announces exciting upgrades to Profiles software

December 3, 2012 No comment


Company presents a sleek new interface and improved user experience in the December release of Profiles Premium 1.0 Milwaukee, WI – December 3, 2012 Facts –Zywave, Inc. today introduced Profiles Premium 1.0, the newest release of the popular financial planning tool. –Profiles(TM) is a popular needs assessment tool used by planners to generate leads, engage [...]

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Zywave introduces new tool for financial planners at FPA Experience

October 4, 2012 No comment


Company presents Advisor Briefcase®, a powerful market segmentation and communications product Milwaukee, WI — October 3, 2012 Zywave, Inc. today introduced Advisor Briefcase, an expansion of their software offerings for financial planning professionals, following an announcement by Zywave president and COO Jim Emling at FPA Experience on Sept. 31. Advisor Briefcase, a financial services equivalent [...]

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Zywave signs on as Presenting Sponsor at FPA Experience

September 11, 2012 No comment


Company touts an exciting announcement during sponsored speaking session Milwaukee, WI — September 11, 2012 — Zywave, Inc. today announced its presenting sponsorship at the Financial Planning Association’s annual conference, FPA Experience. This is Zywave’s first appearance at FPA Experience since its acquisition of EISI in November of 2011. “We are excited by the enhanced [...]

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Breakthrough tool launched by Zywave to help insurance brokerages differentiate, drive growth

September 10, 2012 No comment


Broker Briefcase® enhances client services, helps brokers justify value London, England — September 10, 2012 — The insurance marketplace is shifting, and with it, the role of the broker. Brokerages today are struggling to adapt to various challenges, from commission disclosure to broker consolidation to the need to differentiate from the competition. In a timely [...]

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