Zywave Apex - The AI Platform for Insurance. Learn More.

Zywave Apex

The AI platform for the front office of insurance.  

Built for carriers, MGAs, brokers, and agents. Embedded inside the AI workflows you already run. Systems of action: AI that doesn't just know, but does.
4M+
EMPLOYERS
85M+
HOUSEHOLD PROFILES
15K+
Expert-Reviewed
Content Pieces
1M+
LOSS BENCHMARKS
What Zywave apex Delivers

Three components. One outcome: scalable organic growth.  

Zywave Apex is the AI platform for insurance distribution. Zywave Apex MCP embeds Zywave's intelligence directly inside the AI workflows you already run. Producer Agent wins more new business. Advisor Agent keeps and grows the book you already have. 
Win More New Business 
Producer Agent builds continuous pipeline whether your producers log in or not, grounded in 30 years of proprietary insurance intelligence.
Keep and Grow Your Book  

Advisor Agent scans every renewal 90 days ahead, scores accounts by opportunity, and surfaces a prioritized queue so nothing slips through.

Zywave Apex
Capabilities

Intelligence Inside Every AI
Zywave Apex MCP embeds directly inside Claude, ChatGPT, Copilot, or any AI your team already runs. No new login. No rip and replace.
Built for Insurance
One wrong sentence has the potential to become an E&O event. Zywave Apex runs on 40+ proprietary data sources built over 30 years. Generic AI cannot replicate that foundation. 

The growth multiplier insurance has been waiting for.

01Accelerate Validation

Every producer performs like your best producer. Zywave Apex replicates the prospecting and advisory process your top performers already follow, for every producer on your team, automatically.

02Scale Pipeline

The pipeline builds whether anyone logs in or not. Agentic AI works continuously in the background. Producers step in when a conversation is ready.

03No New Tools

Your team keeps the tools they already use. Zywave Apex embeds directly, so there is no new system to learn and no disruption to how work gets done.
HOW IT WORKS

Embedded where work happens.

  • Turn long policy documents and reports into quick summaries your team can review in seconds
  • Generate first drafts of emails, reports, and client updates so teams spend less time starting from scratch
  • Support knowledge retrieval by surfacing relevant information from large internal datasets
  • Carriers and MGAs connect intelligence directly into the same surface every agent's AI uses.
BUILT TO CONNECT

Inside your stack from day one.

Zywave Apex connects to the AI clients, AMS platforms, and workflows your team already runs. No custom integration. No middleware. One connection.
Zywave Apex works inside Claude, ChatGPT, Copilot, Gemini, and any MCP-compatible AI your organization uses today or adopts tomorrow.
Pre-built integrations with Applied Epic, AMS360, Salesforce, and others. Pipeline data lives where producers work.
OAuth2, RFC 8707 token binding, full audit trail, PII redaction, and org-level access controls. SOC 2 covered.
Live
Producer Agent
Autonomous prospecting from ICP definition through personalized multi-touch outreach. Pipeline that builds continuously, whether or not your producers log in.
Early Access
Advisor Agent
Scans your full book 90 days ahead, scores every renewal by opportunity, and delivers a prioritized queue so agents act on the right accounts first.
Live
Zywave Apex MCP
30 years of insurance intelligence embedded directly inside Claude, ChatGPT, Copilot, or any AI your team already runs. One connection. Every AI assistant.
Coming Soon
More agents are on the way.
More agents are on the way. Zywave Apex is growing, built around how insurance organizations operate and where their revenue comes from.
WHY ZYWAVE APEX

The only AI platform built for the front office of insurance distribution. 

Back-office platforms are systems of record. They organize what already happened. 
Zywave Apex delivers systems of action that grow the front office, grounded in 30 years of insurance intelligence no horizontal AI can access or replicate. No AMS, no back-office competitor, and no general-purpose AI vendor has shipped an MCP purpose-built for insurance distribution. We did. 
BUILT FOR GOVERNANCE

Every AI action, observable and controlled.  

Enterprise-grade from day one. 

Security and Access

OAuth2 with two-layer scopes and RFC 8707 token binding. No tool can exceed what the authenticated user is already authorized to do.

Audit and Compliance

Full OpenTelemetry audit trail on every tool invocation. PII redaction automatic before telemetry reaches the log. SOC 2 covered.

Org-Level Controls

Restrict access to specific Zywave Apex tools by role, team, or individual user. IT approves once. Governance scales automatically.

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ZYWAVE AI PERSPECTIVES

What the industry is saying about agentic AI.

Insights, research, and real-world results from the front office of insurance.

See Zywave Apex

in action.

Talk to our team about what Zywave Apex can do for your organization. 

Elevate Your Growth with Apex

Common Questions
About AI in Insurance

Everything you need to know about Zywave Apex. 

Zywave Apex is Zywave's AI platform for insurance distribution. It delivers systems of action, embedded directly inside the AI workflows carriers, MGAs, brokers, and agents already run, that enable sales, marketing, and service teams to take smarter, faster actions that drive profitable growth. 

MCP stands for Model Context Protocol, the open standard that lets AI assistants access and interact with external data and tools.  Zywave Apex MCP connects Claude, ChatGPT, Copilot, Gemini, and any MCP-compatible AI directly to 30 years of insurance intelligence, without a custom integration or a new login.

Producer Agent builds Ideal Customer Profiles from your AMS data, scores prospects by renewal timing and broker-switching signals, and launches personalized multi-touch outreach from the producer's own inbox. It runs continuously whether or not producers log in. They step in when a conversation is ready.

Advisor Agent scans your full book of business 90 days ahead, scores every upcoming renewal by opportunity, and delivers a prioritized queue so agents act on the right accounts first. It connects directly to TurboRater for quoting in one motion, with no context switching and no re-entering data.

No. Zywave Apex connects to the AI workflows, AMS platforms, and tools your team already runs. There is no new system to learn and no disruption to how work gets done.

Zywave Apex works inside Claude, ChatGPT, Microsoft Copilot, Gemini, and any MCP-compatible AI client your organization uses today or adopts in the future. One connection serves every AI in your stack.

Producer Agent deploys in 30 days. Zywave Apex MCP connects in under an hour with no custom integration to build. Enterprise deployments with multiple AMS instances or custom AI environments typically run four to six weeks.

Yes. Every connection authenticates through OAuth2 with two-layer scopes and RFC 8707 token binding. Every action produces a full audit trail. PII is stripped from logs automatically. Org-level admin controls restrict access by role, team, or user. SOC 2 covered. 

Zywave Apex runs on 40+ proprietary data sources built over 30 years: 4M+ curated employer records, 85M+ household profiles, 1,000+ live carrier connections, 15,000+ expert-reviewed content assets, and 1M+ verified loss benchmarks. 

Zywave Apex is built for carriers, MGAs, brokers, and agents who are building their business on AI. It serves agency owners and principals, sales leaders, producers, account managers, and enterprise IT and data teams across organizations of every size.

Generic AI pulls from the open internet and returns results that look authoritative but are built on conflicting, unverified sources. In insurance, one wrong sentence is an E&O event. Zywave Apex is grounded in 30 years of proprietary insurance intelligence that no general-purpose AI can access or replicate.

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