Marketing Automation for Agents & Brokers
Help agents and brokers plan campaigns, schedule outreach, and deliver timely messages to clients and prospects.
The Future of Insurance Marketing Automation
Introducing Zywave's AI Producer Agent for Marketing Automation
Eliminate 15+ step manual processes and see a 182% improvement in Marketing Automation productivity with Zywave's AI Producer Agent.
Prospect Identification
The agentic workflow begins with a Prospect Identification Agent, which enriches policy data stored in connected Agency Management Systems. The agent then uses the enhanced information to build Ideal Customer Profiles
Lead Sourcing & Scoring
Next, the agentic workflow leverages a Lead Sourcing & Scoring Agent to find top prospects who meet each Ideal Customer Profile. The agent uses intel from Zywave’s miEdge database to rank prospects by buying intent and surface trusted contact information
Research & Enrichment
With target prospects identified, a Research & Enrichment Agent helps round out profiles with household data, company data, and current coverage details. The agent then shares these insights in comprehensive research briefs.
Outreach & Optimization
The agentic workflow concludes with an Outreach & Optimization Agent, which deploys personalized email sequences featuring resources from Zywave’s extensive content library for each prospect. The agent also tracks engagement and recommends optimizations.
Why Marketing Automation
Marketing Automation Benefits
Flexible Distribution Capabilities
Each item you send can go to an audience as broad or as narrow as you desire. With options to send to individual contacts, customer accounts, or dynamic and static lists, you have full control over who gets your message.
Robust Scheduling Capabilities
Setting the date and time for a message to hit your audience's inbox is simple and straightforward. Scheduling controls are also available for each message in a campaign.
Illustrative Reporting
Get a clear picture of how your communications are performing. View everything from email opens to clicks on campaign materials – all within your dashboard. It’s never been easier to connect marketing efforts to revenue and retention.
Boost Your Messaging
Strengthen Producer Impact With Insurance-Specific Content
Share insurance content written by experts that keeps your agency messaging consistent across campaigns.
Intelligent Targeting
Enhance Marketing Automation with Zywave’s AI Producer Agent
Use data insights to refine audience targeting, personalize outreach, and improve campaign performance.
The Prospect Identification Agent enriches policy data to build accurate ideal customer profiles.
The Lead Sourcing & Scoring Agent uses miEdge intelligence database to rank high-intent prospects.
The Research & Enrichment Agent compiles household, company, and coverage insights into detailed briefs.
The Outreach & Optimization Agent deploys tailored email sequences, tracks engagement, and recommends improvements.
Performance Visibility
Monitor Marketing Impact Across Your Agency
View campaign activity, producer outreach, and engagement trends in one dashboard.
Campaign Engagement Dashboard
Campaign Engagement Dashboard
Track opens, clicks, and interaction trends to evaluate message performance across campaigns.
Producer Activity Dashboard
Producer Activity Dashboard
Monitor outreach activity by producer to ensure consistent execution and follow-through.
Revenue Influence Dashboard
Revenue Influence Dashboard
Connect campaign engagement data to renewals, prospect activity, and pipeline movement.
Case Studies & Customer Testimonials
Insurance Marketing Automation Success Stories
Explore how our partners improved prospect engagement, strengthened renewals, and improved their marketing results.
$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."
Create
An Efficient Marketing Ecosystem
Explore Zywave solutions that support prospecting, positioning, and your digital presence.
AI Producer Agent
AI Producer Agent
Zywave’s AI Producer Agent, the latest agentic AI assistant from the trusted source in insurance, makes lead generation more efficient and less painful.
Sales Cloud
Sales Cloud
Grow your agency with solutions designed specifically for your needs. Offer unique value-adds and strategies designed to establish your industry expertise and make you an indispensable partner.
Zywave Websites
Zywave Websites
Build a quality website to establish your agency’s authority and online presence, enabling you to capture visitors and convert them into clients.
miEdge
miEdge
Create an intelligent prospecting strategy, finding qualified leads based on the industry’s largest variety of criteria.
Request a Demo
Get a Demo of Zywave’s Insurance Marketing Automation
See how our marketing automation platform supports insurance campaigns and audience targeting.
Get a Demo
Frequently Asked Questions
Common Questions About Zywave’s Insurance Marketing Automation
Common questions about our insurance technology platform
Zywave insurance marketing automation is software that helps agencies plan, send, and track marketing messages automatically. Instead of sending messages manually, producers can schedule campaigns and manage outreach from one platform.
Agencies use insurance marketing automation to stay in touch with prospects and clients without spending extra time on repetitive tasks.
Agencies often use insurance marketing automation to run targeted campaigns, share insurance content, and track engagement across different audiences.
You can use it to do prospecting campaigns, onboarding sequences, renewal reminders, and educational email series. Typically, you’ll schedule the campaigns in advance and they’ll be delivered automatically.
Yes. Timely and relevant messages make prospects more likely to respond and move forward with your agency.
Zywave’s insurance agency marketing automation platform allows you to send messages to the contacts, accounts, or contact lists you choose. This helps you make sure each audience receives relevant information.
Yes. Scheduling is simple and flexible. All you need to do is set the date and time when each message should be delivered.
With insurance marketing automation dashboards, you can view email opens, clicks, and engagement, so you understand how campaigns perform.
Performance data helps agencies see which campaigns generate the most engagement.
Yes. Most agencies use our platform to send reminders, educational messages, or renewal campaigns to existing clients to keep them engaged before renewal time comes.
Automation reduces repetitive tasks. For example, campaigns can be scheduled once and delivered automatically.
Campaigns can be customized for different audiences using segmentation and audience lists so you’re able to deliver more relevant messages.
Marketing automation is useful for agencies that want to have consistent marketing activity without increasing workload.
Yes. In practice, these tools integrate with agency systems and prospect intelligence tools, helping you align marketing with prospecting and sales workflows.
Our platform is intuitive and easy to use, allowing you to create campaigns, schedule messages, and review performance without advanced technical skills.
Insurance marketing automation helps you stay connected with clients through ongoing educational content, updates, and reminders that keep your agency at the top of their mind.
Typically, you can begin creating, scheduling, and deploying campaigns soon after the platform is set up.
