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

Turn every producer into a top performer.

The only purpose-built agentic AI grounded in 30 years of insurance intelligence. Pipeline that builds itself, whether or not your team logs in. 

+

sequences per week

%

open rate

x

insurance industry click-to-open rate

Three forces are compressing broker growth at once.

Organic growth used to come from a favorable market and a steady pipeline of new talent. Both are gone. The rate tailwind has faded, experienced producers are retiring faster than agencies can replace them, and the producers you have spend most of their day on admin instead of selling.
The rate tailwind is gone.
Premium growth across lines has fallen since 2024. Brokers can no longer rely on rising premiums to drive revenue growth.
The talent pipeline is shrinking.
Insurance unemployment sits at 1.4%, yet half of agencies are looking to hire. Half the current workforce retires in 10 years, leaving behind 400K open positions.
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 ALL

The foundation generic
AI can’t replicate.

Generic AI pulls from the open internet and returns results that look authoritative but are built on conflicting, unverified sources. Producer Agent runs on 40+ data sources built over 30 years: 4M+ employers, 85M+ household profiles, 1,000+ carrier connections, 15,000+ expert-reviewed content assets, 1M+ loss benchmarks. This data took three decades to build. No competitor, no startup, and no general-purpose AI tool comes close to it.

4M+
EMPLOYERS
85M+
HOUSEHOLD
PROFILES
1K+
Carrier
Connections
15K+
Expert-Reviewed
Content Assets
MEET PRODUCER AGENT

Autonomous prospecting, grounded in 30 years of insurance intelligence.

Producer Agent scales organic growth for insurance agencies and brokers. For most agencies, a handful of producers drive most new pipeline because they know which prospects to target and how to personalize outreach. Producer Agent puts that same process to work for your entire team.
Prospecting workflows run continuously, from identifying the right targets to landing in their inbox. Personalization is grounded in 30 years of insurance intelligence.
Producers step in when a conversation is ready.

Only Zywave built agentic prospecting for broker outreach.

Producer Agent

Built for the front office. Every capability is designed around one outcome: winning new business. From identifying the right prospects 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 or 85M+ household profiles your AMS has never seen.

Generic AI

Generic AI knows the internet. It doesn't know insurance. One wrong sentence has the potential to become an E&O event. Producer Agent runs on 40+ proprietary data sources built over 30 years, so you can be confident in what you send.

HOW IT WORKS

From ICP to inbox. No manual steps.

Find the right prospects.

Producers spend hours building prospect lists from gut instinct and spreadsheets. Producer Agent builds Ideal Customer Profiles from your AMS data, segmented by company size, revenue, carrier, and renewal timing, then matches them against 4M+ verified employer records. Every prospect fits a defined profile. No guesswork. No wasted outreach.

Arrive at every conversation already informed.

Cold outreach fails because it starts cold. Producer Agent enriches every prospect with Glassdoor hiring data, OSHA records, Loss Insights loss history, broker-switching signals, and renewal windows before the first email goes out. Your producers reach verified decision-makers with context. First meetings start warm.

Launch personalized outreach. Automatically.

Producer Agent generates and sends multi-touch email sequences from the producer’s own Outlook via O365 integration, using 15,000+ expert-authored, compliance-ready content assets. Every sequence is tailored to the prospect’s coverage profile and line of business. Open rates run 1.7x the insurance industry average. Click rates 10x.

Run pipeline continuously. No login required.

Enablement tools fail when producers stop using them. Producer Agent solves that by design. After initial approval, the prospecting motion runs in the background. Sequences go out. Meetings get booked. Producers step in when the lead is warm.

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.

If we can make the AI work for us, that is gonna be the way of the future. So we’re figuring out how do we prospect for the way of the future. 

Mark Holland, CEO, Coverica

In the early stages of playing with the AI tools here, that cuts a 4 or 5 hour day into less than 20 or 30 minutes.

Josh Chappel, Agency Principle

MAKE THE CONNECTION

Platform Connection

Producer Agent is one of three systems of action running on Apex. 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.

Your morning starts with meetings on the calendar.

Producer Agent is live today. ICP definition, lead scoring, research, and personalized outreach run automatically while your producers focus on building relationships.

Elevate Your Growth with Producer Agent

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 delivery rates hit the elite sender range and 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.

Insights That Keep You Competitive

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