IAN Brochure 1-26-2025 - Personal and Commercial Package
Sparking Transformation
Solutions for the modern insurance agent
Technology is the number one external force impacting today’s insurance market. Technologies such as agency management, social media, digital platforms, telematics, and analytics are redefining our market, impacting marketing, distribution, customer service, pricing, and the purchasing of insurance. Insurance Agency Network is bringing a “new” technology platform to our associates and prospects directly or as a service to their agency.
For Independent Agents to survive, they must meet carriers,’ customers,’ and prospects’ expectations and still carve out a window of opportunity. Technology is the tool that will enable them to carve out this opportunity and succeed. Transform and implement today to ensure a more competitive and successful tomorrow.
Powering the Modern Insurance Lifecycle
The insurance industry is at a critical tipping point. The bold few are revolutionizing a stagnant industry, reinvigorating their businesses and transforming the insurance sales cycle... forever. Zywave is revolutionizing the insurtech industry. They're powering digital transformation and fueling business growth for our customers, collaborating with innovative industry partners, and empowering our employees with valuable professional development opportunities. Break away from the mold of the traditional agent.
Sparking Transformation
The most innovative agents and brokers, insurers and MGAs are adopting new tools and tech to increase efficiency, profitability, and premium opportunities, while improving service and retention.
• Fueling growth - Accelerate digitalization and supercharge your growth with a customized, modern, cloud-based platform.
• Driving digital distribution - Partner with the largest enabler of digital quoting to establish powerful industry connections that unite product development and distribution.
• Connecting the industry - Leverage open API infrastructure to connect your data and tech stacks, enabling information to flow freely between systems.
• Delivering value - Benefit from a stronger, more integrated platform so you can get the most out of your tech investments.
Quick Facts
• 15,000+ CUSTOMERS - Insurers, agencies, brokerages, and service providers
• 100 OF THE TOP 100 - U.S. insurance firms use Zywave
Zywave® helps agencies grow with automation solutions designed to simplify workflow and drive business results for Independent Insurance Agents. They offer unique value-adds and strategies designed to establish your industry expertise and make you an indispensable partner to your clients by providing risk management solutions, assisting with claims, negotiating renewals, and providing policy expertise for Independent Insurance Agents. While providing trusted guidance remains critical, today’s insurance buyers expect more. Break away from the mold of the traditional agent.
Sales Cloud - Empowers your agency with world-class technology to automate your everyday tasks, so that you can deliver superior value to your prospects and clients. Compete on a whole new level by using a comprehensive suite of tools to generate new leads, nurture prospects and existing clients, and streamline servicing workflows.
Client Cloud - Delivers a high-impact customer experience by offering clients the centralized tools and content they need to solve their business’s unique pain points. Whether clients need help with HR, compliance, employee training or another need, Client Cloud has the resources to deliver exceptional customer service year-round.
Content Cloud - Elevates your brand and builds your reputation by delivering high- quality, trusted content to clients and prospects. Leverage the content library available to deliver timely, personalized content that speaks to customers’ individual pain points. All the content needed in one platform to help boost engagement and drive growth.
Analytics Cloud – Become a strategic business consultant and help clients evaluate claims, workers’ comp losses, health plans and more. Show every client how invested you are in their business’s success. Highlight your capabilities and deliver targeted, cost-saving advice by leveraging powerful reporting and analytical tools.
Personal Lines Solutions
In an increasingly competitive marketplace, personal lines insurance agencies must find new ways to grow their business and retain existing clients. Incorporating cutting-edge technology to automate daily tasks can enhance the value you offer to potential clients and existing policyholders.
Sales Cloud
Empower your agency with world-class technology to automate your everyday tasks so you can deliver superior value to your prospects and clients
Simplify Sales & Renewals - Streamline mission-critical workflows - all the way from prospecting to renewals - to fuel organic growth for your agency.
• Marketing Automation - Access a comprehensive platform that can simplify your entire sales process and effectively promote your organization and attract new business. Save time and increase reach with tailored, timely communications to your entire book of business. Reach your target audience with dynamic lists for specific groups or individuals based on location and other demographics. Generate new business through a beautifully designed website that is highly optimized for your organization.
• Lead Generation - Supercharge your marketing strategy with insurance profiles and insights gathered and interpolated from dozens of data sources. Create an intelligent prospecting strategy, finding qualified leads based on the industry’s largest variety of criteria. Quickly capture dec pages from your clients and prospects to streamline your quoting and rating process. Quickly identify and engage your ideal clients and simplify how you capture their information and provide immediate insights and strategies.
• Quoting & Proposals (CPQ) - Enhance quoting and proposal workflows carrier-direct automation. Quote in real time with an easy-to-use comparative rater for auto, home and dwelling fire. Compare multiple competitive personal lines quotes instantly versus submitting to multiple carrier websites. Identify cross-sell opportunities and streamline data entry and renewals driving increased productivity with data pre-fill and sync. Create an embedded quoting experience on your website to maximize the number of quotes you provide.
• Agency Management - Improve efficiency by managing your personal lines client and prospect data in a single location. Use notes, tasks and reminders to streamline your workflow and maximize productivity. Use pre-filled forms and synced carrier information to reduce time and focus on growing your business. Leverage a full life cycle relationship management system that consolidates workflows and processes into a single platform Simplify complex and time-consuming processes to unlock the full growth potential of your agency.
Marketing Automation
Websites
Zywave Websites™ help you create a powerful online presence to drive profitable growth. Establishing a powerful online presence for profitable growth. Every insurance agency website is built with one goal in mind: to help you compete and sell insurance online. When someone lands on your website, you need to make it easy to capture that lead so you can turn visitors from prospects to client. The largest provider of insurance agency websites in the US.
Services & Offerings*
• Initial Marketing Consultation - Initial consultation with your dedicated Digital Marketing Specialist to identify your marketing initiatives and business goals to create a customized strategy.
• Monthly Webinars - Live and On-Demand webinars provided to help you navigate your site, market your brand, build your skills, learn about important industry trends, and so much more.
• Business Listing - We design your business listing plan to systematically grow your online presence by getting your agency listed on various business listing websites.
• Customized Content - Customize your website’s presence through either a monthly custom webpage or blog that helps differentiate your services and offerings.
• Reputation Management - Access to an online reputation management tool, giving you valuable insight into the public perception of your brand and reviews.
• Search Engine Visibility - Specific to your agency, location, and unique lines of business, with the most valuable keywords and search terms for your audience.
• Monthly Strategy Emails - Strategy Emails from your Digital Marketing Specialist to exchange strategy points, progress, site analytics and reporting to ensure your online presence continues to grow.
• Monthly Reporting - We will create a Google Analytics, Google Search Console or Bing Webmaster Tools and an analytics dashboard to show your progress and give insights into what is working and what could use an adjustment to increase growth.
• Social Media - Grow your social following and establish yourself as an expert in your market by choosing from multiple social media content tracks curated specific by line of business.
• Google Business Profile - We optimize your Google Business Profile page, along with your products, services, and agency information.
• 6+ Personalized Website Templates - An insurance website tailored to offer insurance agents a complete online marketing solution, personalized for you and your agency
*Features vary based upon package selected.
Lead Generation
miEdge – Personal Lines
miEdge™ is designed to help build an intelligent prospecting strategy. This revolutionary solution aggregates and analyzes millions of data points from dozens of data sources to create a complete, comprehensive insurance profile for millions of personal lines prospects. The evidence is clear. miEdge™ is a key cog in any personal lines lead generation process. Supercharges your marketing strategy with household profiles and insights gathered and interpolated from dozens of data sources.
Services & Offerings
• miEdge App - Available in web browser and mobile application formats, the miEdge app combines miEdge’s dataset and features with an intuitive user interface. It brings the power of advanced new business research and the capabilities of targeted prospecting and lead generation to the devices users rely on for work every day.
• miEdge Portal - This feature provides access to bulk data extracts from the miEdge database. Bulk data extracts occur monthly and can be downloaded in CSV format. Exported miEdge data can enhance users’ internal prospecting tools, data pipelines, and analytics.
• miEdge Enterprise CRM Integration - This integration with enterprise CRM platforms –such as Salesforce and Microsoft Dynamics allows users to enhance their existing databases with the data, filtering capabilities, and reporting features miEdge provides. New account and lead data is matched nightly, with a full dataset rematch occurring monthly. The miEdge CRM integration experience essentially embeds miEdge into major CRM platforms.
• Lead Insights API - This modern offering provides real-time access to miEdge data through modern restful APIs. Users can sync miEdge data with their internal toolsets and workflows to enhance their new business research, prospecting, and lead generation process.
•
Quoting & Proposals (CPQ)
Turborater
TurboRater’s™ easy-to-use quoting platform quickly and accurately delivers quotes from hundreds of carriers within seconds of the customer’s request all in one tool. With built-in underwriting rules applied automatically, you receive multiple, accurate quotes instantly. Stop spending time entering quote information into multiple carrier websites and decrease the opportunity for data entry errors. Leave duplicate and frustrating work in the past.
Features & Benefits
• Increase Revenue - Decreasing the time to quote a policy gives your producers and customer service representatives (CSRs) more time to focus on new sales and retention. With TurboRater platform, you can increase your agency’s revenue and improve client satisfaction.
• Save Time - Help your clients find the best combination of coverage and price in under four seconds with TurboRater’s automated processes, single-entry data forms and access to a comprehensive list of carriers. Integrated with your other tech, data flows seamlessly without rekeying. Leave duplicate work in the past.
• Improve Efficiency - If you write a variety of risks, you need a rating platform to help you rate all those different risks. You need TurboRater, the industry’s leading personal lines comparative rater that helps producers and CSRs provide quotes quickly and accurately to help you become more efficient.
• Simple Quote Entry to Hundreds of Carriers - With more than 200 carriers available, and accurate rates for auto, homeowners, condominium, renters, dwelling, fire and motorcycle policies, you can quickly quote the coverage your clients need.
• Real-Time Rates and Built-In Underwriting - You can feel confident in the rates you receive on the platform. Underwriting rules are built into TurboRater. If a risk is unacceptable, a message will be displayed explaining why. If prior approval is needed, the quote will be noted accordingly.
• Extensive Reporting - Track your agency’s success with extensive quote reports. From closing ratios by producer or location to what companies are quoted the most, you can access the data you need to track the success and failures of your agency.
TurboRater for Websites
TurboRater for Websites™ is re-imagining the insurance shopping experience with a fully embedded quoting tool that is branded to fit right on your website. Consumers can compare their existing policies against 200+ carriers with a mobile-first, fully responsive, and customizable platform and even bind coverage instantly online. Shopping for insurance online is the norm for today’s consumers. Make your insurance agency website a one-stop-shop with TurboRater for Websites.
Features & Benefits
• Expand Your Online Presence - TurboRater for Websites can help you grow by meeting your consumers where they are online. With a simple, mobile-friendly platform, you can provide a one-stop shop to get a comparative quote online.
• Quicker and Easier Quotes - TurboRater for Websites turns your website into your greatest sales tool with a customizable platform that allows consumers to compare hundreds of carriers. Time-saving technology and data prefill saves both you and your clients time.
• Customizable to Your Brand - Adjust the look and feel of the portal to match your brand and website and create a seamless experience for your clients—all while driving increased brand value for your agency.
• Easy Setup and Use - Take advantage of client-tested forms optimized for ease of use and completion and are responsive based on the device used. Users can quickly enter the necessary information and receive multiple quotes instantly. Utilizing vehicle prefill and driver license scanning helps eliminate drop-offs and increases accuracy.
• Automated Follow-Up - Don’t worry about closing the loop with potential clients. When a prospect begins a quote and abandons it, the information gathered is saved in TurboRater and automated emails are sent to the agency so you can continue the quoting process and follow up on the lead.
• Impactful Reporting - You can track quote statuses and understand behaviors, trends and opportunities through advanced reporting and analysis. With TurboRater for Website’s reporting insights, your agency can better target your ideal prospects and ensure you have the right messaging to maximize growth.
Personal Lines Quoting API
Personal Lines Quoting API is a more efficient solution. Shopping for personal lines coverage often requires multiple systems and disparate data sources. It enables agencies and service providers to embed personal lines quoting data from an industry-leading comparative rater within their business processes. The Personal Lines Quoting API streamlines efficiency, allowing insurance providers to run more quotes and bind more policies.
Features & Benefits
• Reliable Rating Data - Say goodbye to data integrity fears. The Personal Lines Quoting API’s directly sourced rates are continually updated, and API delivery reduces opportunities for manual data errors.
• Wide Scope of Available Insurance Carriers - The Personal Lines Quoting API supports rating nationwide. With rates from personal line insurance carriers available in all 50 states, agencies and service providers won’t sacrifice data quantity while pursuing efficiency.
• White Glove API Onboarding Experience - No need to jump through hoops while embedding quote data within business processes. Together with your tech team, we will help evaluate the capabilities and guide the setup of the Personal Lines Quoting API within your tech stack.
• New Horizon for Business Processes - The Personal Lines Quoting API features a modern API JSON schema that meets industry standards with full validation support, allowing quotes to populate in workflows instantly.
Agency Management (AMS)
Agency Matrix
Agency Matrix™ makes agency management easy. Leverage an agency management system that is easy to use, yet comprehensive enough to manage large, complex clients. Easily manage the entire life cycle of your agency’s client relationship from pre-sales to servicing to renewal in a unified system Centralize your data and create customized workflows tailored to your agency
Features and Benefits
• Increase Revenue - Agency Matrix reduces time spent on tasks like x-date tracking, accounting reports, sweep tracking and reconciliation, and client service. This gives you more time to focus on increasing production.
• Save Time - Save time and money with automated reporting and telephone integrations that automatically launch a client’s account based on the incoming phone number.
• Improve Efficiency - Since Agency Matrix is browser-based, you can manage your agency from any internet-connected device. Plus, our one-page record view helps you work in a client record without going back and forth between sections.
• Capture Crucial Information with Email Integration - Capturing email communications in your insurance agency management system is essential for strong client service. Agencies leverage the autoattach capability to ensure all client inbound and outbound email communications are captured in the system.
• Stay Connected with Integrated Texting - Independent agencies need a solution for text messaging with clients that doesn’t create gaps in documentation. Too many agencies have cumbersome workarounds or simply outlaw text conversations due to the associated risks. Integrated text messaging makes sending and receiving texts and images with clients easy and lets you save a permanent conversation record with one click.
• Easily Access Reporting Information - Produce reliable insights with the click of a button to manage your staff, business and clients. Gain valuable, real-time information on agency finances, client retention rates, new policy business growth and more without specialized knowledge.
Content Cloud
Powering creation and delivery of content resources. This solution is backed by the industry’s most expansive content library. And it's designed to deliver branded materials to your customer with ease. Content Cloud puts the power of content in your hands. Enhance your brand image and establish a strong reputation by delivering high-quality, reliable content to your clients and prospects. Provide personalized and timely information that addresses the specific needs of your customers.
Boost Client & Prospect Engagement - Harness the power of P&C content to drive growth through engagement and education.
• Content Library - Equip your team with a comprehensive range of personal lines resources, including videos, guides, checklists, and more.
• Content Delivery - Efficiently locate and deliver the resources you need with a wide array of features designed to optimize your content utilization.
• Content Management System (CMS) - Centralize and organize all your organization's content. Customize and administer your content using purpose-built tools that contribute to your agency's success.
Content Library & Content Delivery
Broker Briefcase – P&C
Broker Briefcase™ is your property and casualty (P&C) education, sales and marketing engine. Service your clients effortlessly with the latest resources in Occupational Safety and Health Administration (OSHA) compliance, risk management and cyber liability, among other topics. Engage with your entire prospect and client base instantly by using year-round campaigns to stay top of mind. Measure and optimize the return on investment (ROI) of your marketing initiatives. Give your staff the tools to help them save time and execute their day-to-day responsibilities.
Content is golden. Specialized material for compliance, cyber liability, employee benefits, human resources, or risk management can help brokers thrive. Carefully crafted, attorney-vetted resources can help engage your clients, maximize the value they receive from your services, and improve their outcomes – all while boosting your organization’s name and reputation
Features & Benefits
• Comprehensive P&C Resource Library - Expansive resource library provides more than 25,000 pieces of content on topics such as marketing, sales enablement, risk management and coverage analysis, among others. The library also features materials from industry leaders, including Rough Notes, the International Risk Management Institute (IRMI) and the International Organization for Standardization (ISO).
• Execute and Streamline your Workflows - Producer’s assistant tool provides resources and best practices for each step in the producer’s workflow. Broker Briefcase contains tools to generate upsell opportunities, close business and retain prospects.
• Educate Showcase your Expertise and Value – Educate your clients on breaking news and compliance updates proactively. Help clients make risk management and coverage decisions to save money.
• Expansive Content Library - Empower your team with the industry’s largest library of resources. Complete with videos, guides, checklists and more, there is a solution for every compliance, cyber liability, employee benefits, human resources, or risk management concern - and much more.
o Smart content delivery: Dynamically recommend resources for specific clients based on their unique account data. Ensure you're providing the most relevant, accurate content.
o Content groups & topics: Search for content based on such specific subjects as industry and line of business to find the most relevant resources for your unique customers.
• Flexible Delivery
o Third-Party Content Integrations: Access content in the software solutions you already use to increase utilization and efficiency. Automatically display content in your existing CRM systems and discover the most relevant resources based on specific account data.
o Social sharing: Reach a greater audience by instantly sharing content on LinkedIn and Facebook. Expand your social media presence, enhance content awareness, and easily track and measure engagement.
• Customizable Content
o Content customization: Make Zywave’s content your own with the ability to globally or individually customize content to reflect your unique colors, logos, and brand.
o Administrative tools: Keep your content organized, accurate, and easily accessible with a comprehensive set of administrative tools - including dynamic folder structures, bulk content upload, and more.
• Automated Communication Engine – Set up automated emails for one-off or year-round distribution. Leverage an analytics dashboard to measure and optimize your marketing strategies.
• Prospecting and Marketing Tools - Create a custom prospect presentation in minutes. Enhance your brand with premade, customizable videos. Grow your book of business with professionally written and designed PowerPoint slides, sell sheets, emails and social posts, among other types of content.
Commercial Business Solutions
Grow your agency with solutions designed specifically for commercial insurance brokers. Offer unique valueadds and strategies designed to establish your industry expertise and make you an indispensable partner.
Sales Cloud
Every commercial insurance agency needs a process to find new customers and renew existing ones. Using world-class technology to automate your everyday tasks can help you deliver superior value to your prospects and clients.
Find, Quote & Service - Streamline mission-critical workflows - all the way from prospecting to renewals - to fuel organic growth for your agency.
• Marketing Automation - A comprehensive email and website platform that simplifies and streamlines how you market your organization and attract new business.
• Lead Generation - Quickly identify and engage your ideal commercial prospects with immediate insights and strategies.
• Quoting & Proposals (CPQ) - Streamline how you submit and quote commercial insurance in a smart, simple and strategic way.
• Agency Management - Automate your manual tasks, such as data entry, billing, and claims processing to free up staff time to focus on more important tasks, such as customer service.
Lead Generation
miEdge - Commercial Lines
mi Edge – Commercial Lines is designed to instantly identify better, more targeted leads to fuel growth for your business. Provides Actionable sales intelligence for millions of commercial leads. Supercharge your marketing strategy with commercial profiles and insights gathered and interpolated from hundreds of data sources. Create an intelligent prospecting strategy, finding qualified leads based on the industry’s largest variety of criteria. Easily engage with prospects by managing lead lists, receiving alerts for data changes and integrating into your existing tech stack
Features and Benefits
• Next Level Discovery – Start conversations with the right people by identifying key decision-makers and using detailed knowledge about their businesses to engage with them in a new way.
• Grow into New Markets – Uncover valuable business insights on prospects in unfamiliar industries to expand your operations and access carrier and broker information to target certain prospects.
• miEdge App - Available in web browser and mobile application formats, the miEdge app combines miEdge’s dataset and features with an intuitive user interface. It brings the power of advanced new business research and the capabilities of targeted prospecting and lead generation to the devices users rely on for work every day.
• miEdge Portal - This feature provides access to bulk data extracts from the miEdge database. Bulk data extracts occur monthly and can be downloaded in CSV format. Exported miEdge data can enhance users’ internal prospecting tools, data pipelines, and analytics.
• miEdge CRM Integration - This integration with enterprise CRM platforms –such as Salesforce and Microsoft Dynamics allows users to enhance their existing databases with the data, filtering capabilities, and reporting features miEdge provides. New account and lead data is matched nightly, with a full dataset rematch occurring monthly. The miEdge CRM integration experience essentially embeds miEdge into major CRM platforms.
Lead Insights API
Lead Insights API delivers Company Data into Business Workflows with intel to take operations to the next level Knowledge is the engine that powers business development initiatives. The more the company knows about its potential customers, the more specific its outreach efforts will be – and the more likely it will land the account. But getting all this intel and incorporating it at scale can be challenging. Lead Insights API can help.
Zywave’s cutting-edge solution offers comprehensive data on 4 million companies across the United States. With the API enabled, that data can flow into your internal business systems in standardized format, making both analysis and action a breeze. It’s an instant boost to both processes and outcomes.
Features and Benefits
• Wide Range of Available Data - The Lead Insights API provides access to 400 million data points for companies across the United States –including firmographic, demographic and relational information.
• Comprehensive Information - Data includes both the details of a company and associated information from 30 external sources – including DOL, DOT, and OSHA. All data is aggregated and standardized for each record.
• Improved Business Process Capabilities - With comprehensive, accurate data flowing into your business’ systems and workflows, technical snags can be a thing of the past. Go from intel to insight to action in no time!
• Broad Data Scope - The Lead Insights API offers access to millions of firmographic, demographic, and relational data points from 4 million employers across the United States
• Wide Scope of Data Sources - The Lead Insights API data includes each employer's first-party information, along with records from more than 30 data sources, including the DOL, the DOT, and OSHA.
• Instant Data Population - The Lead Insights API features a modern API JSON schema that meets industry standards with full validation support, allowing company profiles to populate in workflows instantly.
• Expanded Business Horizons - The Lead Insights API provides the needed data to expand operational footprints to new geographies or sectors with confidence.
• Workflow Efficiency Potential - The Lead Insights API cuts out manual research and data aggregation efforts, saving time and allowing for easier data modeling or mining.
• White Glove Onboarding Experience - Zywave will help evaluate the capabilities and guide the setup of the Lead Insights API within your tech stack.
Quoting & Proposals (CPQ)
CPQ - Commercial Lines
CPQ – Commercial Lines™ is the go-to platform for quoting small, commercial business. Eliminate outdated, manual and inefficient workflows that lead to errors and create a poor customer experience. Automate missioncritical steps of the commercial insurance buyer’s journey. Access immediate pricing from carriers allowing you to present, compare and bind quotes directly in one place
Features and Benefits
Configure the right coverage strategy – Easily run multiple lines of coverage from various carriers. With CPQ – Commercial Lines, you can configure your quotes with smart forms, allowing you to quickly collaborate with your clients to identify the key information carriers need. Complete just one application to satisfy multiple carrier questionnaires, saving you even more time.
Get Price all carriers at once – Get immediate access to pricing and bind quotes directly from carriers for business owners policies (BOP), workers’ compensation and commercial auto lines of coverage. Through our direct application programming interface (API) connection, you can be sure the rates you receive are accurate and fast so you can spend more time growing your business.
Easily Quotes and proposal streamlined – Easily evaluate multiple quotes with a simple, compare-at-aglance feature that highlights each quote’s details and allows you to easily share them with your clients. Manage your applications in progress and required actions and communicate with clients through an integrated inbox that keeps your proposals all in one place.
MGA Hub
MGA Hub provides brokers and MGAs a single view of E&S quotes from multiple insurers. Once a quote is selected, brokers and MGAs can push a prospect’s information to the associated insurer instantly, for hasslefree binding. Companies face dynamic risks – particularly for Excess & Surplus (E&S) coverage. It can be tedious for insurance brokers and (MGAs) to provide these options to businesses at scale. MGA Hub streamlines the process.
Market Snapshots for Complex Commercial Risks
• Fast, Accurate Bindable Quotes - Gone are the days of cumbersome quoting submissions. One entry yields bindable E&S quotes for general liability and property insurance from multiple insurersdelivered lightning-fast via API.
• Expanded Market Opportunities - MGA Hub includes a scale that grades insurer appetite for the quoted risk. This scale, combined with the quoted coverage rates, give brokers and MGAs a full view of the E&S marketplace.
• Operational Efficiency - Brokers and MGAs can save time gathering quotes, even for specialized risks. And data prefill capabilities cut down on delays once a quote is selected for binding.
Features and Benefits
• Get Fast, Accurate Quotes for E&S Coverage - A single entry yields E&S commercial general liability and property policy options from multiple insurers. Compare and contrast rates on a single screen.
• Find the Best Coverage Fit - Placing E&S coverage isn’t all about rates. MGA Hub grades an insurer’s risk appetite and includes insurer notes alongside quoted premiums. This allows MGAs and brokers to make more informed decisions.
• Go from Quote to Bind in Less Time - Once MGAs and brokers find a good coverage fit, MGA Hub cuts down processing delays. With a click, prefilled prospect information is sent to the insurer for quick processing and binding.
Agency Management (AMS)
Partner Platform
Partner Platform™ challenges the status quo and deliver more value. Simplify how you manage large, complex commercial accounts. Utilize a modern technology platform that allows you to digitize your processes and provide better service to your clients. Identify opportunities for efficiency and increased productivity through centralized data and reporting.
Features and Benefits
• Manage Large and Complex Commercial Accounts - Fewer clicks and more information at your fingertips makes it easier to respond quickly to your clients with accurate information. These are some ways independent insurance leaders describe the value of Partner Platform’s ability to effectively manage complex commercial clients.
• Digitize Filing, Reduce Risk and Better Serve Clients - Quickly and easily attach information as well as retrieve key documents. You can auto-attach, drag and drop and customize how you organize document folders to find what you need for rapid client response time.
• Increase Productivity and Accuracy in Accounting - Eliminate third-party software and dualentry with built-in insurance trusted accounting. Client, policy and financial information are all organized in one system. Your agency will have real-time insights into key financial and performance data, enabling you to better serve your clients and more effectively grow your business.
• Capture Crucial Information with Email Integration - Capturing email communications in your insurance agency management system is essential to avoid errors and omissions (E&O) issues and provide strong client service. Seamlessly integrated with Outlook, enable significant productivity improvements without any change in how you already work. Agencies leverage the auto-attach capability to ensure all client inbound and outbound email communications are captured in the system.
• Generate Professional Proposals in Minutes - Leverage the power of Partner Platform’s Microsoft Word integration to create professional personal and commercial proposals in minutes. Policy and submission information stored in the Partner Platform is flooded into pre-designed templates that are customized with your agency’s logo and messaging. Use them for new business proposals or to conduct account reviews.
• Easily Access Reporting Information - Produce reliable insights with the click of a button to manage your staff, business and clients. Gain valuable, real-time information on agency finances, client retention rates, new policy business growth and more all without specialized knowledge.
Content Cloud
Deliver timely, personalized content that speaks to your customers' individual pain points. This will help you build trust and credibility with your customers, and it will also help you differentiate your agency from the competition.
Boost Client & Prospect Engagement
- Harness the power of P&C content to drive growth through engagement and education.
• Content Library - Empower your organization with a comprehensive library of P&C resources, including videos, guides, checklists, and more. This will help your team provide better service to your clients, and it will also help you stay up-to-date on the latest trends in the commercial insurance market.
• Content Delivery - Quickly find and deliver the content and resources you need to your clients and prospects. Search by keyword, topic, or even by the specific needs of your clients.
• Content Management System (CMS) - Simplify how you keep all of your organization's content consolidated and organized. You can brand your content with your agency's logo and colors, and you can also customize the content to meet the specific needs of your clients.
Content Library
P&C OneSource
P&C OneSource™ provides the resources for the complex modern insurance environment. Specialized coverage is the norm, not the exception. And submissions for this coverage require more resources. Zywave offers this library of materials from reputable organizations as a Content Cloud add-on. The forms, guides, and reports within the P&C OneSource offering can help streamline submissions and improve acceptance rates from insurers. They’re essential elements in your insurance toolbox. P&C OneSource is the Industry Content You Need, in One Convenient Location
Features and Benefits
• Comprehensive Industry Resource Library – P&C OneSource includes more than 250,000 items from reputable industry organizations. Resources include forms, guides and reports that are heavily utilized in insurance workflows
• Ease of resource access – Surfacing assets is simple and prescriptive, thanks to intuitive global search. Capability to leverage AI and Large Language Model within platform.
• Connection to Leading Content Ecosystem – P&C OneSource is housed in a CMS featuring 6,500 commercial lines content assets. Access compliance, marketing, and agency-authored materials with P&C OneSource assets.
• Consolidation cost reduction capability - Consolidation of critical industry resources in one location can reduce expenses. Organizations can provide resources both during policy submission and while it is in force.
• Reduce increased operational efficiency potential - Reduce spent searching for class codes and exclusions online. Expand opportunities to provide expertise to clients, growing revenue and retention.
• Comprehensive Materials - P&C OneSource includes roughly 250,000 items from such organizations as A.M. Best, IRMI, ISO, NFIP, and Rough Notes. The library features resources that are commonly used across the insurance industry.
• Easy Access - Accessing P&C OneSource materials is a breeze. Zywave’s Content Management System incorporates AI and Large Language Models, and global search makes surfacing specific assets easier. Content can also be favorited or curated into content groups for use across your organization.
• Amplified Resources - P&C OneSource lives within Zywave’s Content Cloud ecosystem, which includes more than 6,500 compliance, marketing, agency-authored, and reference items across commercial lines of business. Content can be shared with customers or used internally to improve operations.
Broker Briefcase – P&C
Broker Briefcase™ is your property and casualty (P&C) education, sales and marketing engine. Service your clients effortlessly with the latest resources in Occupational Safety and Health Administration (OSHA) compliance, risk management and cyber liability, among other topics. Engage with your entire prospect and client base instantly by using year-round campaigns to stay top of mind. Measure and optimize the return on investment (ROI) of your marketing initiatives. Give your staff the tools to help them save time and execute their day-to-day responsibilities.
Content is golden. Specialized material for compliance, cyber liability, employee benefits, human resources, or risk management can help brokers thrive. Carefully crafted, attorney-vetted resources can help engage your clients, maximize the value they receive from your services, and improve their outcomes – all while boosting your organization’s name and reputation
Features & Benefits
• Comprehensive P&C Resource Library - Expansive resource library provides more than 25,000 pieces of content on topics such as marketing, sales enablement, risk management and coverage analysis, among others. The library also features materials from industry leaders, including Rough Notes, the International Risk Management Institute (IRMI) and the International Organization for Standardization (ISO).
• Automated Communication Engine – Set up automated emails for one-off or year-round distribution. Leverage an analytics dashboard to measure and optimize your marketing strategies.
• Execute and Streamline your Workflows - Producer’s assistant tool provides resources and best practices for each step in the producer’s workflow. Broker Briefcase contains tools to generate upsell opportunities, close business and retain prospects.
• Educate Showcase your Expertise and Value – Educate your clients on breaking news and compliance updates proactively. Help clients make risk management and coverage decisions to save money.
• Built-In Prospecting and Marketing Tools - Create a custom prospect presentation in minutes. Enhance your brand with premade, customizable videos. Grow your book of business with professionally written and designed PowerPoint slides, sell sheets, emails and social posts, among other types of content.
Client Cloud
Better Serve Your Clients and Your Bottom Line. Many agencies claim to offer superior customer service, but what additional resources and tools do they truly provide? To deliver a high-impact customer experience, offer your clients the centralized tools and content they need to solve their business’s unique pain points. Your clients want more than an insurance policy they want a trusted advisor. Discover consulting and fee-based service opportunities by providing your clients the self-service resources and tools they need to stay compliant, manage risk and build a better workforce.
Build Lasting Connections - Better serve your clients & your bottom line by providing added tools and resources.
• Compliance & Risk Management - Prove your worth as a trusted advisor by helping your clients navigate the complex world of compliance and risk management. Offer your clients comprehensive risk management and compliance services, helping them protect their business from financial loss and legal liability.
o Content Library
o Compliance Apps
o Notices
o Benefit Document Builder
o OSHA Log
• Employer Self-Service Portal - Provide clients access to an online portal to create a one-stop shop for all the content, tools and resources they need. Provide a single point of access to key resources they need, when they need it, showcasing your commitment to providing them a high-quality experience.
o 24/7 Access
o Mobile-Friendly
o Customizable to your brand
• Learning Management System (LMS) - Exceed expectations by offering clients a learning management system (LMS) that can be customized to meet their unique business needs. Provide your clients with the training and resources they need to keep their employees safe and compliant with key safety, compliance and risk management trainings.
o Extensive Course Catalog
o Mobile-Friendly
o Customizable to your brand
• People Management - Extend your value by offering your clients tools centered around their biggest investment their employees. Provide them with the HR Apps and resources they need to do their jobs more effectively, along with access to a team of experienced HR professionals who are ready to answer their pressing business questions.
o HR Apps
o HR Hotline
o Employee Handbook Builder
• Enrollment & Onboarding - Become an essential part of your clients’ benefits enrollment process. Instantly create, manage and store enrollment booklets that are customized with your colors, logos and fonts.
o Enrollment Booklet Builder
Analytics Cloud
Become a strategic business consultant for your clients, not just your top clients. Show them how invested you are in the success of their business by highlighting your agency's analytics capabilities and delivering targeted, cost-saving advice by leveraging powerful reporting and analytical tools. Drive growth and help clients control rising health care costs with data claims analysis. Highlight your agency’s analytics capabilities and deliver targeted, cost-saving advice by leveraging powerful reporting and analytical tools.
Uncover Key Insights - Claims and loss analysis made easy to drive value.
• Workers’ Comp Analysis - Help employers uncover the financial impact their mod is having on their business with powerful analysis, insights and reporting.
• Cyber Risk Analysis - Leverage the power of data to deliver the cyber education and protection organizations need.
• Loss Insight - Claims and loss analysis made easy to drive value.
Workers’ Comp Analysis
ModMaster
Mod Master™ engages your clients and prospects with reports that blend workers’ compensation education and information specific to them. Communicate the mod, minimum mod, controllable mod and associated premium. Create custom report packages branded to your organization, delivering value and achievable savings through loss control.
Features and Benefits
• Outperform the Competition - Go beyond the low-bid mentality and position yourself as the mod expert. Open your prospects’ and clients’ eyes to the impact of the mod and challenge the incumbent broker.
• Deliver Powerful Cost Savings - Identify cost drivers and provide strategic guidance to help your clients improve their mod and save money. Deliver long-term, cost-reduction strategies to make a lasting impact on your client’s bottom line, helping to lock in retention.
• Free Up Time for Strategy - Stop wasting time by manually entering mod data and creating from scratch. Let ModMaster’s quick import feature and agency-branded reports do the work for you.
• Quick Mod Analysis for Prospecting - Discover a new prospecting hook using Quick Mod Analysis to demonstrate a prospect’s saving potential in minutes. Use this data to educate prospects about the importance of the minimum mod and showcase your value.
• Full Mod Reporting - Enter itemized payroll and loss data for detailed mod analysis, including multimod comparisons, frequency vs. severity reporting and more. Then, use the resources in Content Cloud to provide cost-saving solutions, such as return-to-work programs, safety articles and employee communications.
• Fastest Import Feature on the Market - Upload National Council on Compensation Insurance (NCCI) experience rating worksheets and receive results in seconds. Eliminate manual data entry errors and deliver instant analytics and reporting to your clients and prospects.
Cyber Risk Analysis
Cyber OverVue
Cyber OverVue™ leverages proprietary cyber loss data to facilitate effective, data-driven decision-making. Creates a holistic view of an organization’s cyber risk, combining insights from its historical loss experience. Forecasts potential scenarios and how they could impact your client or prospect
Features and Benefits
• Identify Exposures - Help businesses understand their cyber risk, what areas are vulnerable to attack and what the impact could be on their organization.
• Determine Potential Frequency and Severity - Identify how likely an organization is to experience a cyber event and how much the financial impact could be.
• Determine the Right Coverages - Find out if a business has the appropriate cyber protection in place and pinpoint gaps in their coverage.
• Critical Insights - High-level insights on how a company’s historical loss experience compares to that of its peer group to help identify areas at risk.
• Comprehensive Benchmarking - Guidance on the appropriate amount of insurance to purchase through limit adequacy and traditional benchmarking analyses that give insights into peer purchasing behavior.
• Simulated Values - An analysis of more than 70 different variables across more than 100,000 cyber events available to simulate the potential impact of cyber incidents.
Loss Insight
Loss Insight
Loss Insight™ is an industry-leading dataset that enhances risk assessment & powers modeling initiatives that leverages comprehensive data on historical loss activity across sectors, models large loss scenarios to illustrate specialized coverage needs and offers coverage options with limits that reflect risk prevalence. This dataset is sourced from records in the public domain and thoroughly validated. It’s the requisite fuel for modeling initiatives – and sustainable business growth
Successful insurance brokers understand coverage inside and out. This includes knowledge of how much coverage a client requires to protect themselves, and which limits best cover their risks. But to garner this expertise, brokers must be able to access comprehensive data on historical losses. Loss Insight can help fill in the gaps. It’s the requisite fuel for modeling initiatives – and sustainable business growth.
Features and Benefits
• Expansive Collection of Loss Data - Gather insights from historical losses across a wide range of industries. With cyber, casualty, D&O, and EPLI losses all available within one dataset, your organization can bolster knowledge of loss activity.
• Easy Information Retrieval - The database can be searched by geography, company size, company type, sub-industry, and coverage type. Intersected time series data is also available for businesses with more than $500,000 in sales.
• Model-Ready Configuration - Data is available via FTP transfer, allowing organizations to analyze the dataset in the manner that best suits their Business Intelligence setup.
• Industry-Leading Dataset - Loss Insight contains over 1 million historical loss records covering more than $3 trillion in loss value. Cyber, casualty, directors and officers (D&O), and employment practices liability insurance (EPLI) losses are included within the dataset.
• Intuitive Delivery Format - Data records are delivered via FTP format for easy configuration with internal systems and workflows.
• Model-Ready Configuration - The database can be searched by geography, company size, company type, sub-industry and coverage type. Intersected time series data is also available for businesses with more than $500,000 in sales.
• Risk Visibility - Organizations can maintain a complete picture of loss activity for a sector, regardless of whether claims were filed or not.
• Record Validity - Records are sourced from the public domain and are clear of concerns regarding errors and omissions. The database is regularly refreshed and validated.
• Analytics Enhancement Potential - Organizations can combine Loss Insight data with their internal records, incorporating dynamic risk analysis options withing their actuarial models.
Features as indicated are believed to be true and correct via current information obtained from the internet or vendor and are subject to change without notification.
