What is EISI?
Emerging Information Systems, Inc., based in Winnipeg, Canada, is a leading provider of needs-assessment and financial planning software tools. Flagship products NaviPlan and Profiles are the preferred choice of more than 250,000 financial professionals. Since 1990, EISI’s customers have used their needs analysis and financial planning software to help improve efficiency, increase client engagement and enhance client relationships. Their customers include 11 of the top 25 banks in North America, 17 of the top 25 brokers, 3 of the top 5 Canadian insurance companies and 7 of the 10 largest U.S. life insurance companies.
What is Zywave?
Zywave provides SaaS-enabled business management applications to insurance brokerages, including enterprise resource planning, customer relationship management, business analytics and technology-enabled content tools. Used by 90 of the Top 100 U.S. insurance agencies, Zywave solutions enable firms to efficiently manage their back-office operations, compete for new business, service existing customers, and track customers and prospects and related activities.
What does this mean for EISI customers?
As a world-class provider of easy-to-use SaaS applications backed by customer service excellence, Zywave is committed to maintaining and improving EISI’s strength in the marketplace with best-in-class financial planning software and responsive service and development.
What will happen to EISI products?
Zywave will continue to invest in all versions of EISI products for both U.S. and Canadian customers. We are committed to maximizing operations, financial scale and unparalleled products for the financial market – and we will continue to evaluate and respond to customer demand to shape our product mix.
What does this mean for Zywave Partners?
Zywave Partners can expect the same commitment to quality, support and service Zywave provides today. Service and sales representatives will remain the same, and broker Partners will gain the potential for additional products and services to strengthen their role as a broker and trusted advisor.
What will happen to Zywave products?
Zywave maintains its commitment to pioneering innovative insurance-focused products. We will continue to heavily invest in our existing product portfolio and develop new solutions to meet our customers’ changing needs in the dynamic insurance marketplace.