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Zywave launches a sales and marketing suite for the independent personal lines insurance agent

Monday, August 8, 2016
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Milwaukee, Aug. 9, 2016—Today, Zywave, Inc., a leading provider of software-as-a-service (SaaS) technology solutions for the insurance industry, launches a new sales and marketing suite developed specifically for the personal lines insurance agent.

“With decades of proven results in commercial lines agencies, we’re excited to focus more deliberately on personal lines. We see significant opportunity for personal lines agents to better stay in touch with clients, round out mono-line accounts and stay on top of potential new business,” said Krissy Fischer, senior vice president of operations at Zywave. “Using some of the same technology that is currently working in thousands of agencies, our new PL suite will allow small- and medium-sized agencies to compete by automating these areas and focusing producers on revenue-producing activities.”

Zywave’s new PL suite allows agents to engage prospects and clients with targeted messaging and relevant content through automated communications. Specifically, it automatically identifies the sales opportunities within an agent’s current agency management system and then sends targeted email campaigns based on the unique profile of each contact. For example, the PL suite will identify mono-line accounts within an agent’s database, and then automatically launch account-rounding campaigns to those clients.

In addition to the smart marketing functionality, the PL suite includes more than 500 pieces of professionally written and designed content, including seminar presentations; educational articles and newsletters for prospecting; marketing postcards and flyers for advertising; risk assessments, checklists and real-life claims examples to help with account rounding; and renewal letters and drip marketing materials that nurture relationships and drive retention.

The PL suite also includes dashboards and easy-to-read reports that help producers focus on the hottest leads, measure the success of various initiatives and forecast based on revenue projections and their sales pipeline.

“The development of this PL suite demonstrates our continued commitment to support and drive meaningful results for independent insurance agents in all markets, and of all sizes,” said Zywave CEO Dave O’Brien. “When we look at results from Zywave surveys, we know that account rounding, for example, is one strategy that agents want to use in order to increase revenue and improve retention to ultimately help drive agency growth. The challenge comes in identifying those opportunities and executing in a consistent, efficient way. The PL suite provides a way for personal lines brokers to overcome this challenge, so they can meet their goal of agency growth.”

The PL suite is provided exclusively through Zywave. To learn more about Zywave’s new PL suite, visit

About Zywave

Zywave is a leading provider of SaaS technology solutions for the insurance industry. The company’s products include web-enabled marketing communicationsbusiness intelligence and analyticsclient resource portals and agency management tools. More than 3,500 brokerages worldwide—including 90 of the top 100 U.S. insurance firms—use Zywave’s proven solutions to differentiate themselves from the competition, enhance client services, improve efficiencies and achieve organic growth.

2 responses to “Zywave launches a sales and marketing suite for the independent personal lines insurance agent”

  1. Hello, I have tried on 2 separate occasions to reach out and have someone contact me. I am a former user of Zywave but now on my own – very interested in speaking with someone ASAP

    Thank you!

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