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Insurance Broker Tools to Grow and Protect Your Agency Business
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When a prospect asks what makes your agency different, what do you tell them?
Your expertise? Your service? Your people?
Zywave highlights your points of difference. Our software solutions offer the sizzle and substance to set your agency apart.
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 its a basic portal or a highly customized one, Zywave offers a number of communication portal options for you to choose from based on your client and prospecting strategy.
Sales and Marketing Agency Communication Tools
Send your clients powerful, information-rich content from thousands of templates customized with your agency logo.
Agency and Opportunity Management
Increase efficiency with an agency management system that gives you a 360° view of prospects, clients, plans and carriers. Producers can also manage their pipeline through the final sale and track cross-selling opportunities, too.
Employee Portal
Large clients? Small clients? Size doesn’t matter! Help them all to offer their employees 24/7 access to company benefits information.
Mid-size Group Benefits Claims Analysis
Offer your mid-size clients and prospects personalized planning solutions to guide their benefit plan decisions.
Large Group Benefits Claims Analysis
Want to positively impact your clients’ bottom line? Use our powerful claims analysis tools to help them make the right plan design decisions.
Property and Casualty Claims Analysis
Give your clients in-depth analysis and cost-saving solutions for property, general liability, workers’ compensation and auto claims.
Discount Rx Program
Provide your clients the lowest prescription drug pricing possible—and earn 60¢ commission on every script—with our powerful network program with two leading PBMs.
For more information, call us at 877-MYZYWAVE or complete the information request form.
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Broker Briefcase® PCE an immediate hit
The day after initial agency training on how to use Broker Briefcase® PCE and MyWave® for prospecting and client retention, a veteran producer targeted a manufacturer of equipment and products for railroad maintenance. He believed it would be a good “test” for the Zywave® tools. The producer used his first meeting to learn more about the prospect’s relationship with its current broker, ... full story »
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