Partner Platform:
The Leading Insurance Agency Management System
Get the commercial depth of an enterprise system — without the enterprise complexity or cost.
Performance Gains
Achieve More With Zywave's Performance Multiplier
Agencies on Partner Platform aren't just managing better — they're growing faster, operating leaner, and compounding results year over year. Here's what the numbers show.
40% +
reduction in annual AMS spend
6% +
increase in new active policies without adding overhead
1
unified platform for policy, accounting, documents & reporting
A Modern Approach to Insurance Agency Management Systems
Every hour your team spends on manual processes, duplicate entry, and hunting for documents is an hour not spent on clients or new business. Partner Platform eliminates the friction.
Digitized Filing &
Document Control
Document Control
Stop losing time searching for documents. Attach, auto-attach, drag and drop, and customize folder structures so your team finds what they need in seconds — not minutes. Every file is organized, accessible, and audit-ready.
Captured Email
Communication
Communication
Every client email, automatically captured. Outlook integration ensures inbound and outbound communications are recorded in the right account — protecting your agency from E&O exposure while keeping your entire team fully informed at all times.
Professional Proposal Generation
Win more business with proposals that look the part. Create branded personal and commercial proposals in minutes using Word templates pre-populated with policy data — no manual formatting required, no inconsistency across producers.
Access to Real-Time Reporting
Access clear financial, retention, and new business insights without specialized reporting skills. Make faster, more confident decisions with live data at your fingertips.
The Leading Agency Management System
Partner Platform Benefits Built for
How Commercial Agencies Actually Work
Reduce Operational Risk
Keep records complete, consistent, and organized across every account. Automated activity logging, document tracking, and email capture create a defensible audit trail that protects your agency from E&O exposure — without requiring your team to build it manually.
Increase Accuracy & Productivity
Give your entire team visibility into active policies and the latest client interactions so nothing falls through the cracks. When every producer and CSR sees the same real-time client record, service quality improves and handoffs become seamless.
Serve Clients Better
Respond faster and with greater confidence, showing clients you're prepared and deeply informed at every touchpoint. With centralized policy data, interaction history, and documents in one place, every producer and CSR has everything they need to deliver a superior client experience.
Build a Stronger Operational Foundation with
Zywave's Partner Platform
Growing agencies can't afford to outpace their systems. Partner Platform scales with you — so adding clients, staff, and complexity doesn't mean losing control. Partner Platform agencies achieve a 6.9% increase in new active policies without adding overhead — and cut annual AMS spend by 40–70% compared to legacy enterprise platforms.
Seamless Personal Lines Connectivity
Connect Partner Platform With TurboRater
Close workflow gaps through two-way integration between your quoting system and your insurance agency management system — and go from quote to bound policy without ever re-entering data.
Go from quote to bound policy in minutes while coverage, client, and premium data sync automatically in the background. Producers spend less time on administration and more time writing new business — TurboRater and AMS workflows cut quoting and service time by 50–80%.
Eliminate manual re-entry and protect your agency with automated, accurate data transfer between systems. When data flows automatically, the risk of transcription errors and inconsistent records drops to near zero — reducing your E&O exposure without adding process steps.
Automatically transfer home and auto policy details, coverage limits, premiums, payment details, insured data, and policy effective dates. Records are accurate and complete from the moment a policy is bound — no cleanup required.
Partner Platform Dashboards
Monitor Financial, Policy,
& Growth Performance
Track revenue, commissions, and production activity in one centralized view — so leadership always has a real-time picture of where the agency stands and where to act next.
Financial Performance Dashboard
Financial Performance Dashboard
Stay on top of revenue, commissions, and accounting activity across your entire organization. Forecast revenue with up to 95% accuracy and close your month-end faster with real-time financial data that doesn't require a dedicated analyst to interpret.
Policy Growth Tracking
Policy Growth Tracking
Measure new business activity and active policy trends across commercial and personal lines. Identify which producers, lines of business, and carrier relationships are driving growth — and which need attention — before they become problems.
Renewal & Retention Overview
Renewal & Retention Overview
Keep renewal timelines and retention performance visible across your entire book. Surface at-risk accounts 90–120 days before expiration, trigger proactive outreach workflows, and reduce lapse rates that erode agency profitability.
Case Studies & Customer Testimonials
Partner Platform Case Studies
See how other agencies modernized operations and achieved measurable growth using advanced insurance agency management systems.
$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."
Other Products by Zywave
Extend Your Insurance
Agency Management System
Integrate Partner Platform with complementary Sales Cloud solutions to support multi-line growth. Existing Zywave customers who add Partner Platform unlock the full Performance Multiplier — connecting operations with the content, data, and tools already in use. One vendor. One ecosystem. No integration headaches.
Partner Platform & TurboRater Integration
Partner Platform & TurboRater Integration
Quote personal lines across 200+ carriers in TurboRater, bind the policy, and watch as complete policy details automatically flow into Partner Platform. No re-entry. No errors. No wasted time. Just seamless personal lines management from quote to renewal.
Employee Benefits
Sales Cloud for Employee Benefits
Grow benefits revenue while improving client satisfaction and retention with tools purpose-built for benefits producers.
Commercial Lines
Sales Cloud for Commercial Lines
Offer unique value-adds tailored for commercial insurance brokers — from prospecting through renewal and beyond.
Personal Lines
Sales Cloud for Personal Lines
Increase efficiency from prospecting through renewal across personal accounts — fully connected to your Partner Platform data.
Request a Demo
See Partner Platform in Action — No Strings Attached
Discover how our insurance agency management system strengthens operational control, reduces costs, and helps your agency grow — without enterprise complexity or price.
Get a Demo
Frequently Asked Questions
Common Questions About Partner Platform
Common questions about Zywave's cloud-based insurance agency management system for commercial and mixed-line agencies.
Partner Platform is a cloud-based insurance agency management system designed for commercial and mixed-line agencies. It centralizes client relationships, policy management, accounting, document control, and daily operations in one connected environment — built for agencies that manage complex commercial accounts.
Yes. Partner Platform is cloud-based insurance software with 99.9% uptime and SOC 2 Type II certified security, allowing secure access from any internet-connected device without relying on local servers or specialized IT infrastructure.
Partner Platform is designed for insurance agencies that work with complex commercial accounts and need stronger financial control, streamlined workflows, and scalable technology to support growth. It targets mid-market agencies with 10–200 employees across commercial and mixed P&C lines.
By centralizing policy details, client information, documents, and financial data in one system, Partner Platform helps teams manage complex commercial accounts with greater clarity and control — reducing manual touchpoints and improving response times across every account interaction.
Yes. Integrated accounting functionality allows agencies to manage financial transactions, commissions, and client billing within the same system — eliminating the need for third-party accounting tools and the dual entry that creates errors and wastes time.
A direct two-way integration connects Partner Platform with TurboRater. When a personal lines policy is quoted and bound in TurboRater, the complete policy details automatically transfer into Partner Platform — no manual re-entry required, no data gaps.
The integration automatically transfers home and auto policy details including coverage information, limits, premiums, payment details, insured data, and policy effective dates — ensuring records are accurate and complete from the moment a policy is bound.
Yes. Because data transfers automatically between systems, it eliminates the risk of manual entry mistakes and maintains consistent, accurate policy information across your insurance agency management system — reducing E&O exposure without additional process steps.
Yes. By consolidating policy management, accounting, documentation, and integrations into one system, Partner Platform reduces administrative burdens and frees your team to focus on client service and new business. Agencies report a 40% reduction in administrative task time and 95% user adoption within 90 days.
Yes. Partner Platform provides real-time access to financial, retention, and policy activity reporting. Agencies can monitor performance, track growth, and review operational data with revenue forecasting accuracy up to 95% — no advanced technical skills required.
Yes. Partner Platform supports expanding teams, increasing policy volume, and growing client complexity — scaling from 10-person agencies to multi-location firms with 200+ employees, with no forced upgrades or pricing tiers.
Unlike generic CRMs like Salesforce or bloated enterprise platforms like Applied Epic or Vertafore AMS360, Partner Platform combines commercial account management, integrated accounting, document organization, and TurboRater connectivity in one purpose-built cloud-based system — delivering enterprise capability without enterprise cost or complexity. Agencies cut annual AMS spend by 40–70% after switching.
