Client Cloud:
Zywave's Insurance Broker Client Engagement Portal
Multiply Client Retention & Advisory Value
Multiply Producer Depth and Submission Quality
Client Cloud users aren't just staying organized — they're retaining more clients, differentiating from price-only competitors, and compounding the value of every relationship year over year. Here's what the numbers show.
$1,500
average annual savings per client
9+
hours of efficiency gains per client per year
+78
Client Cloud Net Promoter Score
Unlock
Clear Visibility Into Client Engagement & Advisory Impact
Monitor how employer clients interact with your portal, track training and compliance progress, and demonstrate measurable value — from a single, unified dashboard.
Stewardship Reporting
Quantify and communicate your agency's value at every renewal with stewardship reports that show clients exactly how they've used the portal, completed training, and addressed compliance requirements. Turn "what do you do for us?" into a data-driven answer.
Client Engagement Tracking
Monitor portal utilization at the global and individual client level to identify engaged accounts and surface at-risk clients before they begin shopping. Every interaction is tracked automatically, giving you actionable intelligence without manual effort.
Real-Time Compliance Reporting
Give clients on-demand access to ACA reporting, COBRA notice generators, FMLA advisors, OSHA logs, and compliance calendars — all pre-built, attorney-reviewed, and accurate. Clients resolve compliance questions instantly without calling your team.
Client Cloud Benefits
Built for the Way Insurance
Relationships Actually Work
Deliver Year-Round Value
Give employer clients a branded, always-on portal that delivers HR, compliance, and risk resources 24/7 — without your team fielding routine requests manually. Agencies using Relationship Management support see client portal adoption grow from approximately 20% to 60–70%, transforming every client relationship from an annual transaction into a year-round partnership.
Protect Renewals With Proof
Competing on price alone is a race to the bottom. Client Cloud arms brokers with concrete evidence of year-round advisory value — stewardship reports that document every resource accessed, course completed, and compliance tool used. When renewal conversations start with data, price objections lose their power.
Eliminate HR Compliance Burden
Employer HR departments are understaffed and overwhelmed. Client Cloud positions your agency as the solution — delivering ACA, COBRA, FMLA, OSHA, and multi-state compliance tools, 150+ LMS training courses, an employee handbook builder, salary benchmarking, and an HR Hotline, all under your brand. Agencies providing these tools retain clients at significantly higher rates than those offering only policy services.
Operational Advantage
Scale Client Engagement Without Scaling Your Team
Client Cloud delivers an average of $1,500 in annual savings per client and 9 hours of efficiency gains per year — while agencies using Relationship Management support grow portal adoption from ~20% to 60–70%. Use Zywave's client portal software to strengthen relationships across every account, deliver consistent value, and reduce service workload — all without adding headcount.
Built for Compliance and Training at Scale
Insurance Broker Compliance and HR Tools
Deliver the compliance accuracy, training depth, and HR capability your employer clients need — without building it from scratch or managing it manually.
Give clients instant access to ACA reporting, COBRA notice generators, FMLA advisors, OSHA incident logs, compliance poster builders, multi-state laws comparison, and a health plan compliance calendar — all continuously updated by attorneys. Reduce client E&O and compliance risk automatically while providing year-round value that justifies every renewal.
Deliver 150+ training courses covering workplace harassment, OSHA, cybersecurity, and state-mandated training — with employee assignment, tracking, and full-catalog access included at no additional per-seat or per-course fee. Provide clients a complete training solution under your agency's brand, without unpredictable LMS costs that erode your margins.
Position your agency as a full HR and business advisor — not just an annual policy vendor. Client Cloud includes an employee handbook builder, salary benchmarking, job description library, custom HR self-assessment, performance review builder, total compensation statement builder, and HR Hotline access. These tools create daily stickiness that connects clients to your brand 365 days a year.
Client Cloud Intelligence
Visualize Portal Adoption, Training Progress, and Client Impact
Monitor how clients engage with your portal, track training completion and compliance activity, and surface the data you need to defend renewals — all from one centralized dashboard.
Client Adoption Overview
Client Adoption Overview
View which employer clients are actively using Client Cloud, how adoption trends over time, and where engagement may need reinforcement. Identify at-risk or disengaged accounts before they become retention problems — and arm producers with a specific action for every account review.
Training Activity & Completion
Training Activity & Completion
Track course participation, completion rates, and compliance training progress across your entire client base. Understand where gaps exist, support follow-up conversations with clients, and demonstrate measurable workforce safety and compliance outcomes at renewal.
Engagement & Use Trends
Engagement & Use Trends
See how frequently clients interact with compliance tools, HR resources, and portal features — and translate that engagement data into a concrete value story. Stewardship reports pull from this dashboard automatically, giving producers a compelling, data-backed renewal conversation every time.
Case Studies & Customer Testimonials
Client Cloud Case Studies
See how insurance brokers and agencies transformed client relationships, improved retention, and proved year-round advisory value using Zywave's branded client portal software.
$100M
Premiums Issued
Digital Quoting Personal Lines
"24,000 policies written in one year through our Zywave-powered online quoting experience."
50+
States Quoted
Benefits Quoting & Efficiency
“We can run and send quotes the same day - small group quotes under 50 take less than an hour - and we’ve been genuinely impressed with how much smoother and faster our quoting process is"
100%
More Efficient Renewals
Brokerage Efficiency
"The system is very intuitive, and there isn’t a lot of training required - even for admin users."
Personal Lines
"Within six months we had the volume to pay for the API. It pays for itself quickly."
Content Cloud & miEdge
"The fact that you can drill in to learn different types of businesses or categories or class codes - and dig deep on specific topics - is valuable to me as a client advisor."
Related Solutions
Extend the value of Client Cloud
Extend the value of Client Cloud by integrating it with complementary Zywave tools that power content delivery, enrollment, and AMS workflows.
Sales Cloud
Sales Cloud
Connect Client Cloud to Zywave's Sales Cloud to bring reference content into the core agency growth workflow. Producers equipped with authoritative coverage guidance close more business, write stronger submissions, and retain clients more effectively — all within the same ecosystem.
Client Cloud
Content Cloud
Feed branded, attorney-backed insurance content directly into your Client Cloud portal — automatically and always current. Content Cloud eliminates ad hoc content creation and ensures every employer client receives accurate, professional materials without your team spending a minute building them.
Request a Demo
Get a Demo of Client Cloud — No Strings Attached
See how our branded client portal software helps insurance brokers deliver year-round compliance, HR, and training resources — and prove their value at every renewal, without adding headcount.
Get a Demo
Frequently Asked Questions
Common Questions About Client Cloud
Client Cloud is a client portal solution by Zywave that helps brokers and insurers deliver ongoing service, education, and compliance support through a single platform.
Client Cloud is a tool for insurance brokers, agencies, and carriers that want to improve retention and maintain visibility with clients throughout the year.
Instead of sending multiple emails or tracking requests manually, Client Cloud gives clients one place to access resources, complete training, and review required information.
Client Cloud delivers a wide range of resources, including compliance-related materials, reporting outputs, educational content, and training courses.
Yes. With Client Cloud, you can organize required documentation, reports, and training in one predictable experience, reducing missed deadlines and follow-up requests and managing compliance-related needs.
Using Client Cloud, clients can access assigned courses and track completion, which helps them stay informed and accountable without the need for manual tracking.
Yes. Client Cloud shows use, training activity, and engagement trends, helping brokers and insurers demonstrate value and support renewal conversations.
By tracking activity and engagement, Client Cloud helps brokers show clients the value delivered throughout the year and serve as a strong foundation for renewal discussions.
You can configure Client Cloud, so it aligns with your organization’s branding and needs, creating a consistent experience across clients.
No. Client Cloud supports your service model by handling routine interactions and information sharing. This allows your teams to focus on conversations that can bring extra value for the client.
Yes. Client Cloud can support agencies of different sizes, from growing ones to larger organizations. It can scale with your company without increasing operational complexity.
Yes. Client Cloud helps ensure clients receive information, training, and updates in a consistent way, regardless of account size or producer.
