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Zywave Apex Insurance Platform

Elevate every producer on your team.

Agentic AI that warms up cold leads using 30 years of insurance intelligence.

K+

total sequences

%

open rate

%

click-to-open rate

Demand for insurance is growing as talent leaves the industry.

Brokerage revenue is projected to climb more than $234B by 2031. At the same time, the veteran producers needed to realize that growth are retiring. Half of new producers never fail to validate. The ones who do spend most of their time on admin instead of selling.
The talent pool is shrinking.
360K+ producers are projected to retire in the next 5-10 years, with another 1 million right behind them, age 55-64.
Hiring new producers is challenging.
Insurance unemployment sits at 1.4%. Half of producers fail to validate, and the ones who succeed take 12-36 months to do so.
Producers spend their day on admin, not selling.
60% of producer time is spent on administrative prospecting instead of closing business.
THE DATA BEHIND IT

The foundation generic
AI can’t replicate.

Generic AI pulls from the open internet. Results are fast and confidently stated, even when they’re wrong. Producer Agent runs on the data and content the insurance industry has trusted for 30 years: 4M+ employers, 85M+ household profiles, and 15,000+ expert-authored content assets. 80+ of the top 100 U.S. brokers rely on this intelligence. Now it writes the emails your producers send. 
4M+
EMPLOYERS
85M+
HOUSEHOLD
PROFILES
1K+
Carrier
Connections
15K+
Expert-Authored
Content Assets
WHAT IT DOES

Stop wasting time on cold leads.

Producer Agent helps brokers warm up cold prospects. The same process your best producers follow becomes available to the whole team. Producer Agent breaks the ice, so you can focus on building trusted relationships. Time saved on manual cold outreach instead goes towards growing your business.

Only Zywave built agentic prospecting specifically for insurance.

Producer Agent

Grow your front office. Every capability is designed around one outcome: winning new accounts. From identifying the right contacts to landing compelling content in their inbox, Producer Agent works the growth side of your business. 

Back-Office Platforms

Back-office platforms are systems of record. They organize what already happened. Producer Agent is a system of action. It works the prospects outside your book: the 4M+ employers and 85M+ household profiles your AMS has never seen. 

Expert-Authored Content

Stand out from mass-produced AI content. Every one of Content Cloud’s 15,000+ assets was written by a team of 50+ HR, compliance, and legal professionals. Your email gets clicked on because the content is worth reading. 
HOW IT WORKS

Your producers leap frog into meaningful conversations instead of cold starts.

Find the right prospects.

Producer Agent starts by understanding which prospects you’re most likely to win. Tell it who you’re targeting or have it analyze your AMS to come up with a target audience. That audience then gets matched against 4M+ employers and 85M+ households.

Arrive at every conversation already informed.

Producer Agent looks up hiring data, OSHA records, broker-switching signals, and renewal windows so you have the context you need to be a strategic advisor. First calls with verified decision-makers deliver value.

Launch personalized outreach. Automatically.

Producer Agent generates multi-touch sequences using 15,000+ expert-authored, compliance-ready assets. You approve, then emails send from your own Outlook via O365 integration. Every email matches the prospect’s profile and includes your specific story.

Follow up with warm leads.

Producer Agent puts your name in front of the right prospects, then shows you exactly who engaged. Replies land in your inbox. Meetings get booked straight from your emails. Your producers talk to a warm lead instead of a cold one.

Engage

Delivers a prioritized action plan directly to the producer — with context, not just a list.
PROOF OF THE PROCESS

What producers are telling us.

Do you want producers writing cold emails or out building relationships? With Producer Agent, we’re seeing producers save 10 hours a week on administrative tasks. 

Chris Whitney, Sterling Benefits

I like that you can change the writing style and make it sound like yourself. It gets your name out there and has been beneficial for saving time on cold outreach, while you focus on what’s more important.”.

Kyle Goda, Trust RTI

MAKE THE CONNECTION

Platform Connection

Producer Agent is one of three components of the Zywave Apex AI platform. Zywave Apex MCP embeds Zywave’s intelligence inside any AI your team already uses. Advisor Agent protects and grows your existing book. Together they let you win more, keep more, and grow more.

Spend more time building relationships.

Producer Agent finds your best prospects, researches them, breaks the ice, and hands you a warm list. Deploys in 30 days.

Are you ready to learn more?

Common Questions about Producer Agent

No. Producer Agent handles the prospecting work producers don’t have time for: research, enrichment, and outreach. Your producers step in when the conversation is ready. AI opens the door. Your producers close the deal.

40+ data sources including miEdge’s 4M+ employer records, renewal timing, broker-switching signals, experience mod trends, Glassdoor hiring data, and Loss Insights loss history. 85M+ household profiles. Data built over 30 years that no competitor can replicate.

From the producer’s own Outlook address via O365 integration. Not a marketing platform. Not a generic sender. That’s why engagement runs well above industry averages. 

Producer Agent runs continuously whether or not producers engage with the tool daily. Pipeline builds regardless. This is what separates it from every enablement tool that came before it.

30 days to first lead. Producer Agent integrates with your existing AMS and Outlook. No new system for producers to learn.

Applied Epic, AMS360, Salesforce, and others. Ask your Zywave rep to confirm current integration availability for your stack.

Yes. Commercial, benefits, and personal lines. Prospects are identified, scored, and engaged across all three.

Live production data through May 2026: 36%+ email open rates, click rates 10x the insurance industry average the insurance average, 85%+ mail delivery rate, and customers consistently exceeding 800 sequences per week.

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