Software for Insurance Brokers
Our insurance agency software helps independent brokers safeguard their current book of business, win new accounts and attract top talent.
RECENT REVIEWS
“Zywave has been a fantastic partner in technology and content that is invaluable for the benefits and Property industry we share.”
“In a world of “content” marketing, Zywave creates and delivers a seemingly endless supply of valuable content for both agents and their prospective and current clients. “
“Partner relations is the best customer service in the industry. “
“Every experience I’ve had with Zywave Partner Support has been excellent.”
“We have worked with Zywave since the inception of HAFA and always been pleased with their level of service.”
“Zywave is a great business tool! Broker Briefcase is my agency’s go to. It is very easy to navigate.”
“Zywave offers great content and I’ve had only wonderful experiences with their team.”
“Their support service people are absolutely fantastic. The product is great too!”
“Great support. These products help our clients and us every day!”
“Absolutely awesome product. We use it almost every day!”
“Zywave, working with your team has been nothing, but amazing thus far! We would recommend Zywave to anyone.”
“This product is amazing, the reports generated are easy to read yet very informative for quarterly reviews with our clients.”
“I love the amount of information they have available and the ability to modify/personalize it for my clients. Great service!!”
Zywave offers the insurance agency software a broker needs to grow and thrive, no matter your business goals or agency type. We’re 100% focused on helping brokers accelerate their business.
Employee Benefits
All the compliance, decision support, benefits administration and communication materials you need to win new accounts.
Personal Lines
All the materials and resources you need to identify account-rounding opportunities, attack mono-line polices and market to prospects.
Property & Casualty
All the risk management, safety, compliance and communications materials you need to win new accounts.
Featured Products
Train Producers and Educate Clients. Effortlessly.
Broker Briefcase Benefits Edition is everything your agency needs to grow, train employees and communicate with clients.
View all featuresADDITIONAL VERSIONS INCLUDE
- Broker Briefcase P&C Edition
Employee Documents. Now On Demand.
HRconnection is your 24/7 resource for every employee need. Build a wall around your book of business by taking on HR workflow and task management for your clients.
View all featuresAVAILABLE FOR
- Benefits
Built By Benefits Brokers. For Benefits Brokers.
BrokerageBuilder is the backbone of your agency. Save time and manage many moving parts with an Agency Management System built by benefits brokers for benefits brokers.
View all featuresAVAILABLE FOR
- Benefits
Top Brokers Are Powered by Zywave's Insurance Broker Software
And more than 5,000 other brokers
More Meetings Booked. More Deals Closed. Our Suite of Products Makes It Possible.
Zywave offers the total insurance agency solution to improve your value, protect your book and empower your staff.
Agency Management
Centralize prospect, client and carrier data, and all agency activities.
Analytics & Benchmarking
Uncover cost drivers to reduce claims, lower premiums.
Agency Marketing
Customized marketing content and automated campaigns.
Client Portals
Meet demands and scale your service with 24/7 resources.
Compliance & Legislation
Keep clients informed on the latest legislative changes.
Human Resources Tools
Materials, tools and experts to address workforce issues.
'Zywave Has Been Incredibly Successful For Us.'
“There are dozens of accounts we’ve been able to add umbrella coverage, or home, or auto.”
Check Out our Latest Webinars
Oceanus Partners Presents: What it Takes for New Producers to Succeed
Learn how you can take your new producer training to the next level to protect your bottom line.
Webinars ArchiveThe Latest Zywave Insights
Holiday Season Considerations for HR Managers
Wondering how you can be proactive this holiday season? Offering value-added services, like holiday pay, to your business clients that go beyond a great package of benefits can help HR managers successfully navigate the holidays!It’s finally November—Halloween is over, Thanksgiving is fast approaching and the December holidays will make their presence known in your
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