miEdge: Sales Lead Generation for Insurers & Brokers
miEdge is the only prospecting platform built specifically for insurance - combining data records from 40+ sources into verified profiles on 4M+ employers and 85M households, so you can find better leads, reach them at the right moment, and walk into every conversation prepared.
Identify quality leads across households, businesses, and employee benefits markets using verified prospect data.
Understand the Impact
Grow Your Business
Your next customer is already out there. miEdge helps you find them before your competitors do.
35%
average increase in lead
counts
counts
$86k
average annual increase in
new business
new business
80%
better targeting accuracy
What You'll Unlock With miEdge
Understand the Size and Shape of Your Insurance Market
Next-Level Discovery
Identify potential opportunities across 85M households and 4M+ companies with Zywave's sales lead generation software powered by more than 400M insurance-relevant data points.
Multifaceted Search Capabilities
Search 85M+ households and 4M+ employer profiles — powered by 40+ data sources including Form 5500 filings, DOT records, OSHA data, workers' comp filings, IRS data, and many other proprietary sources. That's not a list. That's a market map built specifically for insurance.
Alerts
Know the moment something changes for a prospect — a renewal window, or compliance flags like violations, accidents, and more. Set alerts on any company and be the first call, not the fifth.
Data Export & CRM Integration
Push miEdge data directly into Salesforce, Microsoft Dynamics, or your data lake via CRM integration, raw data portal, or API. No manual re-entry, no stale lists — your pipeline stays current automatically.
Introducing Zywave's AI Producer Agent
The Future of Insurance Prospecting
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.
miEdge Across Insurance Lines
miEdge Across Insurance Lines
Personal Lines
Search 85M household profiles using property characteristics, vehicle data, and regional risk indicators. Identify personal lines opportunities and distribution partners with data that goes well beyond public records.
Commercial Lines
Access verified policy data including workers' comp, DOT surety bonds, OSHA inspection history, and experience mod ratings. Walk into every conversation knowing what coverage is in place, who the current broker is, and when the policy renews.
Employee Benefits
Leverage 10+ years of Form 5500 filing history to understand who an employer's current broker and carrier are, what they're paying, and when their renewal is coming up. Find the cracks before your competitor does.
miEdge Benefits
Identify Prospects That Match Your Risk Appetite
You don't need more leads. You need better ones. The agencies winning right now aren't working harder — they're working with better information.
miEdge Works the Way Your Team Works
Sales Lead Generation Software Features
Choose the configuration that fits your core need.
A full UI for research, prospecting, and referral building. Search by company, broker, or carrier. Export leads, save searches, set alerts, and use the map view for field sales teams.
Best for: Producers and brokers who want a hands-on research and prospecting interface with full lead management capabilities.
Best for: Producers and brokers who want a hands-on research and prospecting interface with full lead management capabilities.
Aggregate market intelligence across carriers, brokers, industries, and lines of business. Built for benchmarking, growth planning, and market expansion. See the top 250 brokers or carriers nationally, compare year-over-year trends, and drill into the specific geographies and LOBs where opportunity exists.
Best for: Leaders and strategy teams who need a macro view of market performance, distribution patterns, and territory opportunity.
Best for: Leaders and strategy teams who need a macro view of market performance, distribution patterns, and territory opportunity.
Bulk, standardized data exports for teams using BI tools, data lakes, CRMs, or AMS platforms. Updated monthly. Automate via API so your systems stay current without manual effort.
Best for: Data and operations teams that need clean, structured insurance data integrated directly into their existing technology stack.
Best for: Data and operations teams that need clean, structured insurance data integrated directly into their existing technology stack.
Deliver company profiles and health & welfare plan data directly into your own tech stack. Build internal dashboards, populate underwriting workbenches, or enrich CRM records automatically.
Best for: Carriers and technology teams that want miEdge intelligence embedded inside proprietary platforms and underwriting workflows.
Best for: Carriers and technology teams that want miEdge intelligence embedded inside proprietary platforms and underwriting workflows.
Native integrations with Salesforce and Microsoft Dynamics. No logins, no data transfers — miEdge intelligence inside your existing workflow.
Best for: Any team that wants verified prospect and employer data surfaced directly within the CRM they already use every day.
Best for: Any team that wants verified prospect and employer data surfaced directly within the CRM they already use every day.
Cross-Sell Intelligence
Turn One Relationship Into Two
The agencies growing fastest aren't just winning new clients — they're going deeper with the ones they already have. If you write commercial lines, chances are some of your best clients have a benefits broker you've never met. miEdge shows you who that is — what they're earning, what carriers they placed, and whether there's a gap worth pursuing.
Every employer profile in miEdge surfaces both commercial and benefits broker relationships side by side. Know who holds what, what they're being paid, and how long they've been in place — before you ever bring it up with your client.
Search your existing commercial accounts for clients who have a different broker on the benefits side. That list is your cross-sell pipeline — already warm, already familiar with your agency.
If the benefits broker on an account only covers health and dental but the employer has a retirement plan, ancillary lines, or compliance exposure going unaddressed — that's your opening. miEdge surfaces those gaps so you can walk in as the advisor who caught what the other broker didn't.
Show up to a cross-sell meeting with up to 10 years of benefit plan history, a benchmark of what similar employers in their industry are paying, and a clear view of where their current coverage falls short. That's not a sales pitch. That's a strategic conversation.
Extended Offerings
See Where Opportunities Exist Across Territories and Segments
Create custom views of your market to compare geographic performance and identify segments worth prioritizing.
Tracking Feature
Tracking Feature
Monitor market movement and territory coverage over time, then compare planned, forecasted, and actual activity and adjust quickly as conditions change.
Performance & Portfolio Mix
Performance & Portfolio Mix
Evaluate contribution by business mix and engagement patterns to understand which relationships are driving value and which may need attention.
Coverage Gaps
Coverage Gaps
Reveal areas with limited presence or activity, so you can prioritize expansion, redistribution, or new partner strategies.
Case Studies & Customer Testimonials
miEdge Case Studies
See how brokers and insurers are putting Zywave to work to streamline operations, make better decisions, and achieve meaningful 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."
Built to Work Together
See the Zywave solutions insurers and brokers commonly pair with miEdge to support growth and decision-making.
Use miEdge With
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 to deliver value, build expertise, and strengthen client relationships.
Marketing Automation
Marketing Automation
Reach customers and prospects with efficient, targeted communications that are easy to manage and scale.
Zywave Websites
Zywave Websites
Establish your agency's authority online with a high-quality website built to attract and convert visitors.
Request a Demo
Get a miEdge Demo. No Strings Attached.
Discover how Zywave's sales lead generation software can transform your operations with a personalized demo.
Get a Demo
Frequently Asked Questions
Common Questions About miEdge
Common questions about our insurance technology platform
miEdge is a sales lead generation software platform that helps insurers and brokers analyze market opportunities and prospect characteristics so they can prioritize outreach and grow their books of business.
miEdge combines insurance-relevant data from 40+ sources, including industry, workforce, compliance, and risk-related indicators. This data helps sales lead generation software users evaluate market opportunities and make more informed distribution decisions.
Using miEdge, you can evaluate coverage patterns and areas of concentration or unused potential. This helps identify strong distribution partners and spot underserved regions or segments that you may want to explore.
Absolutely. miEdge provides visibility into unfamiliar industries, regions, and employer segments, so you can weigh all factors before committing resources. This supports more confident entry into new markets and helps teams prioritize where to focus first.
miEdge works alongside existing CRM, analytics, and planning tools. Native integrations with Salesforce and Microsoft Dynamics, plus API access and bulk data exports, mean your pipeline stays current without manual effort.
The right configuration depends on your core needs. Teams that want a hands-on prospecting UI use the miEdge App. Strategy and leadership teams who need market-level visibility use miEdge Analytics. Data teams that need structured exports use the Data Portal. Teams that want miEdge intelligence inside their own platforms use the Lead Insights API or CRM Integrations.
Yes. We stay engaged after launch, offering monthly strategy emails, reporting, and direct access to digital marketing specialists.
Yes. Every employer profile surfaces both commercial and benefits broker relationships side by side. You can filter your existing book to find clients with a different broker on the benefits side — that's a ready-made cross-sell pipeline with warm relationships already in place.
Yes. miEdge covers all three lines. Personal lines users search 85M household profiles. Commercial lines users access verified policy, compliance, and experience mod data on 4M+ employers. Benefits users leverage 10+ years of Form 5500 history to identify renewal timing, carrier placement, and broker relationships.
Yes. You can set alerts on any company to be notified when key triggers occur — a renewal window, or compliance flags like violations, accidents, and more — so you can reach out at exactly the right moment.
Yes. miEdge is built for both. Insurers use it to evaluate distribution patterns, identify broker appointment opportunities, and expand into new geographies and lines of business. Brokers and agencies use it to build lead lists, prospect smarter, and go deeper with existing clients.
