• Your Expertise. Our Solutions. Success.

    The game has changed for independent insurance brokers. Our software solutions help you build your book, retain your clients and attract top talent in a rapidly changing marketplace.

Insurance broker software to take your business to the next level.

Software solutions for the
benefits broker

All the compliance, decision support, benefits administration and communication materials and resources you need to win new accounts, protect your current book and attract and educate new producers.

Software solutions for the
property & casualty broker

All the risk management, safety, compliance and communications materials and resources you need to win new accounts, protect your current book and attract and educate new producers.

Software solutions for the
personal lines agent

All the materials and resources you need to identify account-rounding opportunities, attack mono-line polices and market to prospects.

Put your trust in the industry experts.

Our team is dedicated to being at the forefront of the insurance industry. Whether it be health care reform, producer strategy or new efficiencies, we are leading the way to help you get results.

Latest article

IRS Announces Employee Benefit Plan Limits for 2018

The following Compliance Bulletin is a sample of the sales, marketing and educational materials available with Broker Briefcase Benefits Edition. Broker Briefcase gives you access to more than 3,750 professionally written and designed documents and email templates you can use to deliver valuable content to prospects and clients. Share this Image On Your Site </p><br /> […] Read More

Recent Zywave blogs

Avatar for Justin Dowsett

[Video] Nelson Griswold’s Take: How to Maximize ROI with Zywave

Video Transcription: Nelson Griswold: Look, one of the imperatives as we move forward in this industry is increasing profitability. Profitability is directly connected to efficiency. When a client of mine, an agency leader, talks about profitability and asked, “How do I squeeze more profit out of my top line?” It comes down to where are […] Read More

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[Video] Brock Ryan, AVID Risk Solutions, on Zywave as a Partner

Video Transcription Brock Ryan: My name is Brock Ryan. I’m with AVID Risk Solutions. I’m the president and CEO. Our agency is located in Middleton, Wisconsin, is our main office. When I started the agency, one of the things I looked into was technology. I thought it was very important if I was going to […] Read More

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[Video] Brock Ryan, AVID Risk Solutions, on Considering Zywave

Video Transcription Brock Ryan: If you’re considering looking at Zywave you have to really look at as a multi facet organizational thing. What’s important to me as an agency, am I really interested in risk management? Am I interested in what my clients need. I hear it all the time. I talk to other associates […] Read More

See what our partners have to say

  • "I’ll be the first to say I’m not the best salesman in town, but I’m confident that because of HRconnection I excel at providing year-round HR support that exceeds client expectations and creates exit barriers with my current book."

    Frank Mayer
    Tested, Tried, True: Why Cornerstone Group chooses HRconnection

  • "There’s no question that I have seen ROI in both winning new business and retention with my Zywave tools. Purchasing Zywave tools was an investment, especially for a small brokerage like mine, but it’s been worth it and I couldn’t be happier."

    Kurt Buursma
    Winning New Business and Retaining Current Clients with Zywave

  • "By telling the mod story, I was able to help the client plan for additional expenses and win the account—$56,000 in premium!"

    Dick York
    Winning with ModMaster

  • "We’ve tried for years to do email campaigns manually and it was a mess. We didn’t even get through the second round to send out! It’s impressive to clients that we are now so 'on the ball' because of Intygral."

    Marshall Madill
    Driving Growth with Intygral

  • "I feel blessed to work with a company that actually backs up what they say and the product. I consider Marc and Kara my friends, I cannot say enough about them. I would be more than happy to make a sales call for them for any agent who is on the fence about coming on board with Zywave."

    Lynn Chiu
    Lynn, Hall, Marose, & Silveus

  • "There was no break in commission — thank goodness. It was a tough situation, made better by Zywave. And now, everything is beautiful."

    Bryan Jackson
    How Ellison Christopher retained and protected key clients in a highly competitive market

  • "There’s no need to chase a prospect down now; automated emails continue to nurture the customer while we can do other close-to-the-dollar activities. It truly is “hands-off” marketing."

    Tanya
    How a Tennessee agency controls its organic growth with Intygral

  • "It’s 2016. With Zywave tools and portals, insurance no longer has a stodgy connotation. People enjoy the ability to interact with their insurance program just like they do when banking or shopping online."


    The Richards Group

  • "Intygral has definitely changed our culture. We are a more upbeat agency. There’s no more fighting over leads. There are plenty of leads. People are more engaged in their career. This is a career now for our team, not a job. If our people went somewhere else, their jobs would be much harder. "

    Agency Owner
    Broker finds success with Intygral

  • "We've gotten great feedback, particularly from smaller clients. They don't have HR departments or the time to think about all this information, so the portal has become their HR assistant."

    Sarah Westfall
    Gilroy, Kernan & Gilroy, Inc.

Get Proven Results for Your Agency

25%

more initial meetings booked with Zywave’s potent marketing solutions that connect with insurance buyers.

10%

higher closing ratio by arming producers for success with Zywave software solutions for insurance brokers.

4%

higher retention using Zywave’s powerful client engagement solutions, fostering organic agency growth.

Get the total insurance agency solution

Insurance analytics graph

Prove your value with data analysis software

Offer business insight, uncover actionable problem areas and prove your impact on your clients’ bottom line, whether for their health plan or workers’ comp premiums.

View solutions for Claims Analytics

Bullseye with Arrow

Deliver solutions with insurance marketing resources

Deliver client content that solves real business problems and positions you as a trusted advisor.

View solutions for Marketing Communications

Document with lines and circles

Protect your book with value-driven client resource portals

Enhance your service experience with communication solutions that build your agency’s brand and win client loyalty.

View solutions for Client Portals

Gears in circle

Empower your staff with an insurance agency management system

Power sales and service efficiency with time-saving tools designed specifically to fit your insurance agency.

View solutions for Agency Management

Around here, Mondays never suck.

Are you looking for that missing puzzle piece in your career that will help you stand out from the rest? If so, jumpstart your career at Zywave, voted a top workplace four years in a row. Learn what a career at Zywave is all about.

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Corporate News

Zywave Introduces Online Training Program for Insurance Brokers in Broker Briefcase®

New program includes 8+ courses and 25+ lessons to help onboard and train insurance producers. Milwaukee, Nov. 9, 2017 – Today, Zywave announces the launch of its Producer Training Program for insurance brokers. In the fifth round of 2017 enhancements to its flagship product, Broker Briefcase, the Producer Training Program provides everything an agency needs […] Read More

Zywave Acquires HR360, Expanding its Suite of HR and Compliance Solutions for Insurance Brokers

Milwaukee, October 11, 2017—Today Zywave, Inc., a leading provider of software-as-a-service (SaaS) solutions for the insurance industry, announced that it has completed the acquisition of HR360, a provider of HR and benefits compliance software for brokers, payroll companies, private employer organizations (PEOs) and employers. As part of the agreement, HR360 customers will become new Zywave […] Read More