Zywave

The #1 Digital Insurance Platform.

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Overview

Zywave is an insurance technology company that provides a broad portfolio of software-as-a-service (SaaS) products for insurance brokers, agents, and financial planners. Their solutions cover various aspects of an agency's operations, including sales management, client delivery, content marketing, and data analysis. Zywave aims to fuel business growth for its partners by providing tools for risk management, compliance, and client engagement.

✨ Key Features

  • Content and Marketing Solutions (Broker Briefcase)
  • Client Portal (MyWave/Client Portal)
  • Agency Management Systems
  • Data Analysis & Quoting Tools
  • Compliance & Risk Management Resources
  • Sales Management Solutions

🎯 Key Differentiators

  • Comprehensive suite of solutions for insurance brokers
  • Strong focus on content and client engagement
  • Large and established customer base

Unique Value: Zywave's comprehensive platform empowers insurance brokers to streamline their operations, engage their clients, and drive profitable growth.

🎯 Use Cases (4)

Providing clients with self-service portals for HR, compliance, and risk management. Equipping sales teams with content and marketing materials to win new business. Managing agency operations and client relationships. Analyzing data for quoting and renewals.

✅ Best For

  • Content and portal solutions for P&C and benefits brokers to enhance client value.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Agencies looking for a single, simple, all-in-one CRM without extensive content needs.

🏆 Alternatives

Applied Systems Vertafore Benefitfocus

Zywave's strong focus on content and client engagement tools provides a more holistic solution for brokers looking to differentiate themselves on service and advice, compared to more purely transactional platforms.

💻 Platforms

Web

🔌 Integrations

Various agency management systems CRM platforms

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support

💰 Pricing

Contact for pricing
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