Software for Insurance Brokers
Our insurance agency software helps independent brokers safeguard their current book of business, win new accounts and attract top talent.
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.”
Join Us For Our Next Webinar
HRconnection Passive Enrollment
Join HRconnection Passive Enrollment where we will explore the pros and cons of passive enrollment and learn how HRconnection can make open enrollment season a little less stressful for you, your clients and their employees.
Upcoming webinarsThe Latest Zywave Insights
PTO Tracking: Why It’s Important and How Insurance Brokers Can Help
Benefits insurance brokers can help their employer clients make sense of PTO tracking. In this article you will get a better understanding of how important it is for employers to engage in PTO tracking and we provide a sample PTO guidelines and PTO request forms.Benefits brokers know that employers offer a wide variety of paid time off packages. Some still operate a traditional system
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