EARLY ACCESS TO ADVISOR AGENT
Protect your book. Grow what you’ve already earned.
Advisor Agent monitors every account in your renewal window, flags coverage gaps, and hands your producers a prioritized action plan – before the competition calls.
THE MARKET REALITY
The stakes for your book have never been higher.
57%
of insurance customers actively shopped for a new policy last year. The highest rate ever recorded.
JD Power 2025
60%
of producers time goes to administrative tasks, not selling. Advisor Agent gives that time back.
Salesforce State of Sales 2026
400K+
insurance workers projected to leave the industry. Agencies cannot hire their way out of a volume problem.
BLS/Wiipflii 2026
HOW ADVISOR AGENT WORKS
From renewal data to prioritized
action in five steps
Identify
Continuously monitors in force AMS data and flags every account entering the 90-day renewal window.
Prioritize
Scores accounts by churn risk, coverage gap severity, and revenue impact — so producers focus where it matters most.
Enrich
Pulls policy data, carrier appetite, and coverage details into a structured renewal brief.
Analyze
Identifies gaps, flags under-insured accounts, and surfaces competitive quote opportunities.
Engage
Delivers a prioritized action plan directly to the producer — with context, not just a list.
Zywave AI Platform
Producer Agent is live. Advisor Agent is here.
Producer Agent — the first agent on the Zywave AI Platform — is already producing measurable results for early adopters. Now Advisor Agent builds on the same platform, purpose-built for protecting and growing your existing book.
182%
Faster Broker Indentification
4x
meetings
booked
booked
36%
increase IN
open rates
open rates
<30
Minutes to
first lead
first lead
WHAT EARLY ADOPTERS GET
Early Access.
Real Influence.
Dedicated Support.
You get hands on-access to Advisor Agent before it opens to the broader market, at preferential Early Adoper pricing.
A dedicated Zywave specialist handles your activation from start to finish. Real support, real person, real answers. You're running your first renewal queue within days, not weeks.
A dedicated Zywave specialist handles your activation from start to finish. Real support, real person, real answers. You're running your first renewal queue within days, not weeks.
Every week Advisor Agent runs on your book, the gap between you and agencies still working renewals manually widens. That advantage is only available right now.
Advisor Agent combines your AMS book data with TurboRater carrier rate data and Zywave’s proprietary rating intelligence. The result is a richer picture of each renewal opportunity than any single system can produce on its own.
WHAT'S EXPECTED FROM EARLY ADOPTERS
This is a Partnership, not just early access.
Early adopter agencies commit to the following during the program:
Active use during the program window
Use Advisor Agent on live renewal workflows during the Early Adopter period. Not as a test environment. As a real part of how your team manages the book.
Regular feedback participation
At least two structured feedback sessions with the Zywave product team during the program. Sessions run 30 to 45 minutes and schedule around your team.
Apply for Early Adopter Access
Applications are reviewed on a rolling basis. Cohort size is limited. Complete the form and a member of the Zywave team will follow up within 2 business days.
Be among the first agencies to get access.
FAQ
Common questions about the Early Adopter program.
Early Adopter agencies receive access at preferential pricing. Specific terms are covered in the Early Adopter agreement, shared with accepted applicants.
The Early Adopter program opens June 23, 2026. Accepted agencies receive onboarding scheduling details directly from the Zywave team.
Advisor Agent is built to integrate directly with TurboRater for quoting handoff. Agencies not currently on TurboRater are welcome to apply. The team will discuss integration options during the review process.
Agency Matrix and Partner Platform are supported. If your agency uses a different AMS, the team will assess compatibility during the review process.
Early Adopter agencies transition to the standard Advisor Agent offering. Specific transition terms are outlined in the Early Adopter agreement.
Everything a founding agency needs: hands-on access before the market gets it, preferential EA pricing, white-glove onboarding, and regular sessions with the Zywave product team. This is not a trial. It's a head start.
