Jul 22, 2020
In this episode of
The Power Producers
Schmidt, Director of
Digital and Product Marketing at Zywave. Bobby discusses the cloud-based portfolio of
solutions and how they are continually working to strengthen the
- David introduces Bobby
- Bobby shares his work
- David mentions that Zywave is
an excellent tool and he uses it at Florida Risk Partners.
- Bobby says that two of their
flagship products are the Broker Briefcase and ModMaster.
- Bobby shares that they wanted
to invest substantially in R&D and obtain a thought- out
acquisition strategy to become a central partner.
- Bobby says the Broker Briefcase
has the ability to boost sales and marketing.
- Are data points done on an
individual account by account basis or by industry segment?
- Kyle says the Zywave was
introduced to him by when they first met to discuss his
- Does the level of data that we
get through using the Broker Briefcase campaigns lag compared to
what we can get from HubSpot? (24:01)
- Bobby says they use a marketing
automation system in their marketing team.
- Does Bobby foresee anything on
the horizon where we’re able to use Zapier integrations?
- What’s on the horizon for
Zywave right now? (31:25)
- Bobby says that leveraging data
from miEdge makes prospecting smarter and easier.
- Bobby talks about the MyWave to
Client Cloud portal. (37:06)
- Bobby says that
Zywave’s advanced learning management system is applicable to
believes that they can meet the needs of any agency because they
have different suite options that are certain solutions packaged
together at different levels. (39:48)
- “A full-service insurance agency, that's
absolutely something Zywave does provide.” - Bobby
possibilities really are endless, and how to fuel the other
technology that we've already built are currently in the works.” -
system of truth is your source of truth.” - Bobby
Resources Mentioned :