Features & Quick Stats
Key Features
- AI-driven workflow automation for prospecting, quoting, servicing, and renewals using insurance-specific data and signals
- Integrated rating, quoting, and distribution tools across personal lines, commercial, and employee benefits workflows
- Commercial insurance data, benchmarking, and loss analytics to support underwriting, pricing, and risk evaluation
- Content, compliance, and client education resources embedded into client and agency workflows
- Open API architecture with integrations across major CRMs, AMS platforms, and insurance technology ecosystems
- Agentic AI capabilities that execute tasks across systems rather than only providing insights
Core Business
Zywave provides an integrated insurance intelligence platform combining data, analytics, rating technology, compliance content, and AI-enabled workflow automation. The platform supports independent agencies, brokers, MGAs, and carriers by connecting prospecting, quoting, servicing, and client retention activities into a unified ecosystem designed to improve efficiency and growth.
How Zywave Helps Independent Agents & Brokers
Zywave helps independent insurance agencies and brokerages streamline operations across the full client lifecycle. Agencies use Zywave to identify and qualify prospects using insurance-specific data signals, accelerate quoting through integrated rating tools, and improve retention with automated renewal and servicing workflows.
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 Guie and more.
Partnerships
BAN, HAFA, NAHU, BTR, UBA