Grow your business,
retain your clients
and thrive as an
employee benefits broker.

Let us show you how.

Redefine your Potential

Zywave partners grow faster, see an uptick in retention and experience improved efficiencies. Here’s that the ROI that our partners typically experience, according to a third party study conducted by Hobson Research:

10% Better Closing Ratio
30% Shorter Sales Cycle
4% Boost in Retention
10% More Referrals

Client Expectations Have Changed

Insurance Guidance

The scope of broker services used to be much narrower.

Quoting plans, negotiating the renewal, assisting with claims and billing issues and providing coverage and policy expertise used to be the primary role of the broker. Providing this trusted guidance remains critical, but we know that employers expect more from a broker today. Meeting these minimum expectations isn’t enough anymore.

The expectations for brokers are much higher now.

Our 2017 survey found that employers look for the following when selecting a broker:


91% want health claims and Rx analysis.


86% want a hotline for HR questions.


78% want online enrollment & support.

Zywave Partners Meet and Exceed Employer Expectations

Communication and Marketing
Insurance Guidance

Insurance Guidance

  • • Quote Plans
  • • Claims & Billing Assistance
  • • Negotiate Renewal
  • • Plan Comparison
  • • Coverage & Policy Expertise
  • • Application Submission
Communications & Marketing

Communications & Marketing

  • • Health & Wellness Information
  • • Healthy Lifestyles/Fitness Programs
  • • Employee Newsletters & Videos
  • • Employee Benefits Communications
Online Enrollment & HR Support

Online Enrollment & HR Support

  • • Vacation Tracking
  • • Online Enrollment
  • • On-boarding/Off-boarding assistance
  • • Plan Design Decision Support
  • • Employee Portal/HR Intranet
Compliance & Legislation

Compliance & Legislation

  • • ACA & DOL Compliance/Tools
  • • 6055/6056 Reporting
  • • 1094/1095 Filing
  • • HR Assistance
  • • Employee Benefits Statements
  • • Employee Handbook
Claims Analytics

Claims Analytics

  • • Plan Design & Selection Support
  • • Medical & Rx Analytics
  • • Plan Disruption Analysis
  • • Employee Retention Strategies

Solutions for Employee Benefits Brokers

For Employee Benefits

The industry’s most powerful growth engine includes a 24/7 automated email marketing platform and nearly 4,000 materials that help you land more meetings, win more business, meet client demands and educate every person in your agency.

Broker Briefcase Benefits Edition Logo
BrokerageBuilder Logo

For Employee Benefits

The industry’s only agency management system created specifically for benefits agencies that centralizes all prospect and client information and all agency activity. Allows you to track commissions and variance and generate RFPs and proposals in less than an hour.

For Employee Benefits

Pinpoint medical and Rx cost drivers and utilization trends for your clients' benchmark utilization trends against the largest normative data set in the US and provide clients with accurate and actionable reporting and analysis.

Decision Master Warehouse Logo
HRconnection Logo

For Any Agency

A 24/7 online employee resource for enrollment, plan decision support and vacation tracking.

For Any Agency

An online portal that centralizes all the resources that your clients need allowing you to stay in front of your entire book and provide exceptional service, effortlessly.

MyWave Connect Logo
MyWave Elements Logo

For Any Agency

An online portal that centralizes all the resources that your clients need allowing you to stay in front of your entire book and provide exceptional service, effortlessly. Access to the OSHA log and an online community with over 400,000 peers.

For Employee Benefits

Plan design modeling, cost and utilization information and plan design benchmarking reports that empower employees to make informed health plan choices when enrolling for coverage.

PlanAdvisor Logo
Plan Doc Builder Logo

For Employee Benefits

Software that gives you the ability to create SPDs, SBCs, and wrap documents in minutes to ensure that clients are always prepared for a DOL audit.