By Martin Simoncic, CEO, Zywave
Since I joined the company in September 2024, I’ve had the opportunity to meet many of our customers and learn about the real-world problems they are trying to solve. One thing I’ve heard consistently is the need for organic growth. Customers tell us their biggest challenge is producer enablement and the shortage of talent. There’s a massive struggle not just to hire producers but to get them productive quickly.
As I shared during today’s virtual launch event, Zywave is taking a significant step forward to help customers accelerate their revenue growth and dramatically improve productivity. For years, we’ve been trusted in the insurance industry, known for delivering highly-valued market intelligence across a wide range of tools, both built in-house as well as added through acquisitions. Now, by combining Agentic AI with our industry-leading datasets and content, we’re creating a true performance multiplier for businesses.
Specifically, we developed four new insurance-specific AI agents to streamline what used to be fragmented, manual tasks and turn them into connected, AI-powered workflows. These agents will be available in Q1 2026 and will unlock new levels of productivity, giving brokers and insurers a competitive edge. The agents include:
- Prospect Identification Agent: Enriches your customer data and surfaces the best new prospects for each producer.
- Lead Sourcing & Scoring Agent: Finds and ranks top prospects using Ideal Customer Profile and miEdge buying intent signals.
- Research & Enrichment Agent: Gathers key company and household insights and personalizes outreach with real-time data.
- Outreach & Optimization Agent: Builds customized email outreach, tracks engagement, and recommends optimizations to boost results.
Pathway to Increasing Productivity, Deepening Relationships with Clients
Industry leaders agree that Agentic AI is essential to stay competitive in a volatile market. As Ryan Shinkle, President of Business Development at The Baldwin Group noted, “productivity risk has become business risk.” He sees Agentic AI as a way to remove bottlenecks by embedding intelligence directly into workflows, replacing scavenger hunts for information with instant insights that drive speed, focus, and consistency. Julius Aebly, President of Aebly & Associates Insurance Services, Inc. echoes that sentiment, emphasizing that while insurance will always rely on human connection and trust, “Agentic AI plays a critical role in freeing professionals from tedious, transactional work to spend more time with clients to deepen relationships, boost retention, and deliver better outcomes for clients and their employees. To learn more about what Shinkle and Aebly have to say about the state of the industry and why Agentic AI is a game changer, check out our virtual launch video.
Finally, today’s announcement is not about Zywave; it’s about enabling the thousands of people and companies who work in this great industry. Working with more than 160,000 users, we know firsthand that the insurance industry has some of the most empathetic, talented people and are committed to helping you to improve your performance and deliver great results.
We’re excited to share with you how Agentic AI will help your organization. Want to learn more about how Zywave, together with Agentic AI, is reshaping the future of insurance? For more information, please visit: https://www.zywave.com/ai/