Features & Quick Stats
Key Features
- Agency management systems for commercial and benefits operations
- Quoting, rating, proposal generation, and renewal workflows
- Marketing automation, prospecting, and sales enablement tools
- Client portals and customer engagement solutions
- Agency analytics, benchmarking, and operational reporting
- AI-powered workflow automation and insurance-specific data tools
Core Business
Zywave develops insurance software and data solutions that help independent agencies manage prospecting, quoting, client service, renewals, compliance, marketing, reporting, and operational workflows. Its solutions are designed to support agency growth, efficiency, and client engagement across personal lines, commercial lines, and benefits operations.
How Zywave Helps Independent Agents & Brokers
Zywave helps agencies streamline workflows, improve operational visibility, automate routine processes, strengthen client relationships, and support business growth through integrated insurance technology, analytics, content, and workflow solutions tailored to the independent agency channel.
Integrations
The Zywave API allows developers to build applications that connect directly into Zywave solutions. In addition to the open platform, we also have direct integrations with many leading CRMs, like Salesforce and Microsoft Dynamics as well as other Insurtech vendors like Applied, Vertafore, Employee Navigator, Benefits Guide and more.
AI Capabilities
- AI-powered workflow automation for agency sales and servicing processes
- Agentic AI tools designed to support prospecting, quoting, renewals, and client workflows
- AI-enabled analytics and operational insights across Zywave solutions
- Insurance-specific AI capabilities integrated into agency workflows and data tools
Family of Products
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Partner Platform - AMS & Accounting System
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Zywave Websites - Website Development
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TurboRater - Quoting Platforms - Personal Lines
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CPQ Commercial Lines - Quoting Platforms - Commercial Lines
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BrokerageBuilder - Benefits Quoting & Management
- CPQ Employee Benefits - Benefits RFP/Quote Generation Tool
- Marketing Automation - Email Marketing
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Client Cloud - Branded Client Portal