Zywave

26 articles in this category

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

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 prod...

9/13/2013

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

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. Wh...

7/17/2013

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.

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 ...

6/25/2013

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

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...

3/26/2013

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

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 - ...

2/18/2013

Zywave announces upgrades to NaviPlan software

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 new...

12/10/2012

Zywave announces exciting upgrades to Profiles software

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 Prem...

12/3/2012

Zywave introduces new tool for financial planners at FPA Experience

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 so...

10/4/2012

Zywave signs on as Presenting Sponsor at FPA Experience

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 Associat...

9/11/2012

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

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 to...

9/10/2012

Zywave enhances BrokerageBuilder email encryption with RPost

Zywave enhances BrokerageBuilder email encryption with RPost Leading agency management system chooses RPost for secure RFP delivery Milwaukee, WI — September 5, 2012 Facts • Today, Zywave, Inc. announ...

9/6/2012

Zywave Names Matt Field as Senior Vice President, Product Development

Software development expert to lead product development for firm's financial services division Milwaukee, WI - Aug. 31, 2012 - Zywave, Inc., the leading provider of insurance and financial planning so...

9/5/2012

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