Location

Monterey, CA

Success with

Client Cloud

Content Cloud

Implementation Type

Standard

“Zywave meets us where our customers are and can help us navigate California’s regulations and hoops to jump through. If we can take one thing off of our customers’ plate, it’s a big win for us.”

A fourth-generation, family-owned retail insurance agency, Scurich Insurance has been serving the Monterey Bay area for more than 100 years. With a book that is 85% commercial, 10% personal, and 5% life and health, the agency has built its reputation on deep community roots, long‑standing relationships, and a commitment to delivering meaningful value to small and midsized businesses across the region.

As the market evolved, Scurich Insurance had a growing need to offer value‑added services that help clients stay compliant, informed, and supported through all the industry ups and downs. Their previous provider lacked the practical, high‑demand documents their SMB clients frequently requested, making it difficult to deliver the level of service their clients expected.

Scurich Insurance had previously used Zywave before switching to a lower‑cost option offered through their aggregator. But after experiencing firsthand that the alternative platform didn’t meet the needs of their growing client base, the team decided to return to Zywave. The breadth and relevance of Zywave’s content—especially for compliance‑heavy industries—made the decision clear.

“The process flowed really well. The Zywave team held my hand several times, and whenever I had questions, the team was there to support.”

The agency onboarded with Zywave’s Standard implementation package, which includes regular check‑ins with a dedicated project manager and personalized training tailored to their workflows.

Tony Scurich, principal and broker with the company, described the process as smooth, well‑communicated, and supported by consistent follow‑through from the Zywave team. The structured rollout of the implementation process helped their staff quickly regain familiarity and confidence with the platform.

Validation came almost immediately. Shortly after going live, a client requested a sample hold harmless agreement—a document their previous provider didn’t offer. With Zywave’s Client & Content Cloud, the team was able to deliver it within minutes. That quick win reaffirmed they had made the right choice. “The stars were aligned,” Scurich said, noting that the moment “rubber-stamped” their decision to opt for Zywave solutions.

The Scurich Insurance team quickly embraced the platform. Users noted that Zywave’s interface and functionality were “much better” and far more intuitive than the outdated system they had been using. The improved usability made it easier for the team to find what they needed and support clients more efficiently. Additionally, with Client & Content Cloud, Scurich Insurance can now offer OSHA compliance resources and other high‑value services that clients prefer to receive from a trusted advisor.

Tony Scurich recommends Zywave for agencies serving small and midsized businesses that need practical, compliance‑focused resources to navigate regulations and support clients juggling many responsibilities. For his team, Zywave delivers the right mix of content, usability, and partnership to help them stay competitive and deliver meaningful value.

Are you ready to work with a trusted partner who can help you remain competitive in the changing landscape? Zywave’s implementation team provides onboarding services that provide guidance every step of the way, including regular meetings with a dedicated project manager through our standard or premium implementations. Contact us today to learn more.