Zywave Apex™ MCP: The first MCP purpose-built for insurance distribution.
30 years of insurance intelligence, now grounding every output from the AI your team already uses: Claude, ChatGPT, Copilot, Gemini. No new login. No new system. Verified results.
Your AI is capable.
The problem is what it knows.
Generic AI pulls from the internet. Confident-sounding responses hide critical errors: wrong answers, incomplete context, outdated information.
One wrong sentence in an insurance context has the potential to be an E&O event.
WHAT YOU'LL UNLOCK
One connection.
Every AI assistant.
Zywave Apex MCP embeds directly into the AI workflows carriers, MGAs, brokers, and agents already run. Ask plain-language questions to get insurance-specific results.
The prospect list with made-up emails becomes a prioritized queue with active phone numbers. The outreach email that never got sent now drafts, sends, and delivers in a single conversation.
The AI doesn't change. What it knows does.
Ask questions like, “What are self-funded employers in VA with 200–500 employees offering Medical and Dental plans?” and get a prioritized queue enriched with Zywave intelligence.
The data behind it
The data your AI wants.
Every AI company says their platform is purpose-built for insurance. Only one built the data foundation AI needs.
Zywave Apex MCP puts that foundation inside every
AI conversation your team has:
Every AI output, grounded in verified, insurance-specific intelligence.
Sample Prompts
Ask questions
"I’m meeting with ABC Hospitality Co. next week for the first time. How should I prepare?"
Direct Requests
"Make a research brief on ABC Hospitality Co."
Take ACTION
"Add ABC Hospitality Co. to my books, including information from the research brief."
Apex MCP Prompt Library
Click any prompt to copy it, then paste it into your AI assistant. Swap bracketed parts like [competitor] for your own details.
No prompts found
Try removing a filter or searching for a different phrase.
Prompt copied
HOW IT WORKS
A growing suite of production tools.
Live in under five minutes.
Prospect smarter.
One prompt returns a filtered, scored prospect list inside the AI your producer already has open. Search 4M+ employer records or 85M+ household profiles. Pull verified decision-maker contacts instantly. No system switching. No wasted clicks.
Prep every meeting in 30 seconds.
Ask your AI to generate a research brief, and Zywave Apex MCP returns a verified, insurance-specific report in seconds. Coverage profile, risk indicators, opportunity signals, and key contacts, all grounded in miEdge data and expert-reviewed content, ready before the conversation starts.
Surface the right content. Every time.
Describe what you need in plain English and the right asset surfaces instantly, inside the AI you already have open. 15,000+ pieces of compliance, HR law, risk management, and regulatory content, state-specific and industry-matched, without navigating a single menu.
Manage your book without leaving your AI.
Find any account, onboard new clients, update records, and manage contacts in a single conversational prompt. No menu navigation. No duplicate entries. Your AI confirms every action before executing. Your book stays clean.
Engage
Delivers a prioritized action plan directly to the producer — with context, not just a list.
AUTHENTICATION & SECURITY
Insurance-grade security
OAuth2 authentication with two-layer scopes
RFC 8707 token binding
Automatic PII redaction
Org-level access controls
Full audit trail
MAKE THE CONNECTION
Platform Connection
Zywave Apex MCP is the intelligence layer the entire platform runs on. Producer Agent uses it to prospect and engage. Advisor Agent uses it to protect and grow the existing book. Zywave products, including miEdge, Content Cloud, TurboRater, BrokerageBuilder, Client Cloud, and more, become callable in plain English from any AI your team already uses. The platform compounds with every connection.
One connection. Every AI your team already uses.
The industry’s best insurance data and content.
Zywave Apex MCP is live in production today. Connect your AI client once and put 30 years of insurance intelligence to work inside every conversation your producers have. No new system. No rip-and-replace. Validated results from day one.
Ready to get started?
Common questions about Zywave MCP
MCP stands for Model Context Protocol. It’s the open standard that lets your AI assistant access Zywave’s data and tools and return better, more accurate responses. Think of it as a secure connection between the AI you already use and the insurance intelligence Zywave has spent 30 years building.
When your AI interprets a prompt, it searches its connected tools for the best match. If your prompt involves data Zywave provides, the AI pulls from Zywave instead of the open internet. Producers don’t need to think about which tool is being used. They describe what they need. The AI handles the rest.
A growing suite of production tools across four workflow domains: Prospecting Intelligence, Contact Management, Book of Business, and Content. Every tool listed is live in production now.
Claude, ChatGPT, Microsoft Copilot, Gemini, and any MCP-compatible AI client your organization runs. One connection serves every current and future AI client you deploy.
No. Zywave MCP extends the value of every Zywave solution you already own. miEdge, Content Cloud, and Producer Agent all become accessible inside the AI your team already uses. The intelligence was always there. Now it’s callable from anywhere.
Access through MCP mirrors your existing Zywave permissions exactly. Every tool invocation authenticates against your Zywave credentials. Producers can only access the data and solutions they’re already licensed for. IT administrators can restrict access to specific tools by role, team, or individual user.
Yes. Every connection authenticates through a two-layer OAuth scope model. No tool can access anything beyond what the authenticated user is already authorized to see. Every action is logged with a full audit trail: who called it, what tool, and when. PII strips from logs automatically. SOC 2 covered.
Your Zywave implementation team works with your IT administrator to pre-approve the connector at the org level. This is a simple process. Once approved, producers find the connector under their available tools and activate with a single click. No marketplace search. No custom setup per user.
Contact your Zywave customer success manager or reach the support team through your standard Zywave support channel. When tools are updated, your AI client receives the changes automatically. No manual intervention required on your side.
The next wave includes Advisor Agent workflow tools for renewal intelligence, opportunity scoring, and TurboRater quoting integration.