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Client expectations have changed. To protect your book, expand your offerings.

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.

Zywave partners meet and exceed employer expectations. Our 2017 survey found that the vast majority of employers want health claims and Rx analysis, a hotline for HR questions and online enrollment and support. Zywave’s product suites can do it all.

Top Brokers Are Powered by Zywave.

health insurance software companies insurance agency management systems health insurance software products insurance management systems


And more than 5,000 other brokers

Zywave offers comprehensive solutions for employee benefits brokers.

From marketing to human resources and compliance to health claims analytics, we have the software solutions to empower your agency.

employee benefits proposal

Broker Briefcase® Benefits Edition The industry’s most powerful growth engine includes a 24/7 automated email marketing platform and more than 5,000 materials that help you land more meetings, win more business, meet client demands and educate every person in your agency.

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benefits management software

BrokerageBuilderGenerate RFPs and proposals, build custom reports, track commissions and reconcile your book of business. All of this information is centralized and accessible by any agency user, at any time. Unlike other agency management systems, BrokerageBuilder is designed to fit the benefits broker, not the other way around.

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health insurance agency software

Decision Master® Warehouse 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.

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employee benefits enrollment software

HRconnection® Protect your accounts and win new ones by meeting market demand for year-round HR support. HR Connection is more than an enrollment platform. It uses user-friendly, time-saving tools to drive client use and satisfaction.

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HR Hotline® 
Most employers lack sufficient HR resources and sometimes need guidance on very specific questions. By offering them HR Hotline, you are making a team of HR professionals available to them to answer their questions with confidence.

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employee benefits administration software

MyWave Connect® 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.

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health insurance agency software

PlanAdvisor® 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.

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health insurance broker software

Plan Doc Builder® 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.

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Ready to thrive as an employee benefits broker?

Zywave’s industry-leading service and support staff is ready to take your agency to the next level. Let us show you how.

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Hand-Picked Resources Just For You

Kurt Buursma, owner of Buursma Agency, has an array of benefits tools from Zywave that help his small MI-based agency compete with the big guys. See how each of his tools impact his business daily.

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Kurt Buursma, owner of Buursma Agency, has an array of benefits tools from Zywave that help his small MI-based agency compete with the big guys. See how each of his tools impact his business daily.

Read More