Client Resource Portals

Connect with your clients and prospects and leverage your agency brand with broker-to-client communication portals that communicate your agency’s expertise and service offerings. Whether it's the classic MyWave Portal or the highly-customizable MyWave Elements, Zywave offers a number of communication portal options for you to choose from based on your client and prospecting strategy.

Marketing Communications

Send your clients powerful, information-rich, employee-benefit driven content from thousands of templates customized with your agency logo. Broker Briefcase Benefits Edition encompasses topics such as wellness, legislative compliance, retirement planning and much more.

Agency Management

Advance enterprise efficiencies with BrokerageBuilder, an agency management system that streamlines client data management so you can make better business decisions, starting today.

Experience the freedom to manage leads your way with SalesPulse, a system a designed with no required fields or workflows for the way insurance producers work. Producers and sales managers can stay on track, uncover sales cycle trends, track the pipeline and calculate closing ratio efficiently.

Claims Analysis

Create money-saving solutions for larger employers by exposing the root causes of real medical and Rx claims costs with Decision Master Warehouse.

Tailor benefit plan decisions for smaller employers and advance your trusted advisor role with PlanAdvisor.