Every broker knows the feeling: the right information exists somewhere in your systems, but finding it takes longer than it should. Producers hunt for account history across three different tools, renewal quotes get rebuilt by hand from last year’s census, and onboarding sits in a manual queue simply because there’s no faster way to move it forward. Zywave’s Summer 2026 release helps alleviate those frustrations, delivering growth for every producer, carrier, and connection between them.
Faster Organic Growth, Powered by Producer Agent
Monitoring, managing, and personalizing cold outreach blocks producers from building relationships. This release addresses those challenges.
Zywave Apex’s Producer Agent now connects to Microsoft Outlook, enabling full visibility into AI-driven outreach directly in the app. Sent emails appear in folders, replies land in inboxes, and prospects can book meetings directly on connected calendars.
In addition, new APIs and MCP tools give Producer Agent richer context for prospecting. The new integration enables smarter lead-finding, sharper research briefs, and more relevant content in every outreach email, with no manual setup required.
The impact is already showing up for customers: 20,000+ total sequences with click rates 10x the industry average. Kyle Goda of RTI Insurance Services, a 10-person brokerage specializing in Commercial and Personal Lines, describes his experience as, “Great for getting cold leads… while you focus on what’s more important.”
Differentiated Distribution Across the Quoting Workflow
Manual rekeying has long been one of the productivity killers in benefits renewals. In this release, Benefits CPQ invites employees to self-report their own census and health questionnaire data, replacing manual paper collection for level-funded plans, so brokers get complete information back before renewal deadlines close in.
TurboRater Quote Storage brings its own leap forward, keeping every quote, complete or in progress, in one modernized system so no lead gets lost waiting on a finished rate, and giving API customers reporting flexibility that legacy systems couldn’t match.
Elevating Human Performance Across Every Account
Another piece of this release focuses on making sure producers work from a complete picture of their book, not a partial one. Partner Platform and Agency Matrix data now connects directly to Zywave Core, so every recommendation Advisor Agent reflects real accounts, not just external data.
Advisor Agent’s renewal intelligence now extends across that broader account segment, surfacing opportunities and coverage gaps earlier. Personal lines agencies gain full Zywave marketing capability against their actual book, with no duplicate data entry, and Client Cloud onboarding along with Brokerage Builder file workflows are now fully API-driven, turning manual queues into scalable, automated processes.
See the Zywave Summer Release Live on August 12
Our latest release is all about delivering growth from the first outreach to renewal. The best way to see it in action is live.
Join Zywave’s Sherrie Clevenger and Rose Hancock on Wednesday, August 12 at 12:00 PM ET for an in-depth look at the Summer 2026 release including new Producer Agent capabilities, Benefits CPQ enhancements, and the expanded reach of Advisor Agent across Partner Platform and Agency Matrix accounts.
Register for the webinar to see how this release can help your team spend less time in systems and more time in front of clients. Can’t attend live? Register anyway to get a recording after the webinar.
