Case Study Location: South Texas Brokerage Focus: Benefits Insurance Success With: Broker Briefcase Benefits Brokerage Builder MyWave Connection & Wrap360 Background Roland Barrera started his own agency in 2012 aft er working for a third-party administrator (TPA). It was during this time that Roland fi rst learned about Zywave. While the TPA ultimately choose not to partner with Zywave, Roland immediately recognized the enormous potential of the tools. Upon starting his own agency, one of his first calls was to Zywave. Solutions Roland Barrera Insurance uses Zywave’s Broker Briefcase Benefits, BrokerageBuilder, HRconnection, MyWave Connect and Wrap360. Results Broker Briefcase has been instrumental in helping Roland reach more clients and prospects. In particular, the automate

Join for free to read