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Solutions
- Insurers
  Solutions for:
  Product Creation & Pricing
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  Product Creation & Pricing
  Loss Insight
  Proprietary Database of Over 1 Million Curated, Verified Loss Events
  Market Basket
  Offering Insight Through Aggregated Quoting Data
  Featured Story
  General Liability, Auto, Product Liability, and Umbrella & Excess Insurance are experiencing high pricing volatility while loss costs across the board are becoming the norm. Where is the market headed? What’s the best way to navigate these turbulent waters? Check out this on demand webinar to learn more.
  
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  Marketing & Distribution
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  Marketing & Distribution
  miEdge
  Take Your Distribution to the Next Level
  ClarionDoor
  A Modern API-Driven Rating Administration Platform
  Featured Story
  In the rapidly evolving insurance industry, APIs are becoming indispensable tools for agencies looking to streamline their workflows, incorporate data, improve efficiency, and deliver superior customer experiences. Learn how connecting your existing tools and data sources with insurance APIs can transform your organization.
  
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  Rating & Underwriting Risk
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  Rating & Underwriting Risk
  ClarionDoor
  A Modern API-Driven Rating Administration Platform
  Featured Story
  Zywave’s Digital Distribution Suite – ClarionDoor has been recognized as a Luminary in the Celent Report for Insurer Stand-Alone Rating Engines – Global Edition. This report outlines the key elements that insurers need to consider when choosing a stand-alone rating engine.
  
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  Digitally Process & Service
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  Digitally Process & Service
  Client Engagement Suite
  Industry-Leading Content, Portal and LMS with Modern Risk Management Programs
  WCL
  Connect and Standardize Data Across Accounting, Placing and Claims
  Featured Story
  In the rapidly evolving world of digital insurance, underwriting can feel like a juggling act—especially when risk data is spread across multiple eTrade platforms, broker portals, and digital partners. The challenge? Finding a way to effectively aggregate, standardize, and access that data, all while maintaining streamlined workflows. That’s where WCL’s enabled Placing solution comes in.
  
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- Brokers & Agents
  Solutions for:
  Marketing & Lead Generation
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  Marketing & Lead Generation
  miEdge
  Take Lead Generation to the Next Level
  Marketing Automation
  A Communication Engine Built for Insurance Producers
  Zywave Websites
  Create a Powerful Online Presence to Drive Profitable Growth
  Featured Story
  Your insurance agency website is more than just a business card – it's the key to making a strong first impression and driving new business. But is your website making the right first impression?
  
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  Rating & Quoting
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  Rating & Quoting
  Benefits CPQ
  The Industry’s Only Complete and Integrated Benefits Quoting Solution
  TurboRater
  Unrivaled Industry Leader in Personal Lines Quoting
  MGA Hub
  A Standout Solution for Quoting Specialty Risk
  Cyber Quoting
  Providing Benchmarked Cyber Insurance Quotes in Minutes
  Featured Story
  Investigating how to leverage APIs in your quoting workflows? This guide aims to provide you with an overview of the key considerations when evaluating APIs for Personal Lines Quoting.
  
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  Servicing & Management
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  Servicing & Management
  Benefits Management - BrokerageBuilder
  Unmatched Industry Leader in Employee Benefits Management
  P&C Management - Partner Platform
  Challenge the status quo with the leading P&C Agency Management System
  Personal Lines Management - Agency Matrix
  The Industry Leader in Personal Lines Agency Management
  Featured Story
  Discover how automation can revolutionize your insurance agency by eliminating costly manual workflows, improving efficiency, and enhancing client satisfaction. Learn actionable strategies to gain a competitive edge and maximize revenue in the evolving insurance industry in this blog.
  
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  Educating & Managing Risk
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  Educating & Managing Risk
  Content Cloud
  Powering the Creation and Delivery of Content Resources
  P&C OneSource
  The Industry Content Producers Need, In One Convenient Location
  Featured Story
  Struggling to manage your agency’s content? Watch our on-demand webinar to discover how insurance agencies are streamlining content workflows, ensuring compliance, and delivering a seamless client experience.
  
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  Client Portal & Engagement
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  Client Portal & Engagement
  Client Cloud
  Industry-leading Content, Portal and LMS to Better Serve your Clients and Your Bottom Line
  Featured Story
  Unlock the secrets to building stronger client relationships with our on-demand webinar! Learn how to move beyond limited touchpoints like annual reviews and renewals by adopting a digital approach to automated value touches.
  
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  Data & Analytics
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  Data & Analytics
  ModMaster
  Powerful Workers’ Comp Analysis at Your Fingertips
  Loss Insight
  Proprietary database of over 1 million curated, verified loss events
  Commercial Analytics
  Uncover Insights Through Benchmarking and Analysis
  Featured Story
  General Liability, Auto, Product Liability, and Umbrella & Excess Insurance are experiencing high pricing volatility while loss costs across the board are becoming the norm. Where is the market headed? What’s the best way to navigate these turbulent waters? Check out this on demand webinar to learn more.
  
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  Cloud Packages
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  Cloud Packages
  Sales Cloud
  Streamline mission-critical workflows - from prospecting to renewals - fueling organic growth for your agency.
  Client Cloud
  Better serve your clients & your bottom line by providing added tools and resources.
  Content Cloud
  Harness the power of unrivaled content to drive growth through engagement and education.
- Service Providers
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  Service Providers
  Healthcare Solutions
  Payroll Solutions
  PEO Solutions
  Service Providers Overview
  Featured Story
  
  Learn how Redwood Credit Union used the Personal Lines Quoting API to drive cross-sell opportunities within their organization.
  
  Read the story >

Book a demo

BrokerageBuilder
Sales Cloud

Agency management built for todays benefits broker.

Customer Reviews

OVERVIEW

Eliminate time-consuming renewals by streamlining the entire request for proposal (RFP) process
Process and validate payments received quickly, and gain better insight into your agency’s commission revenue
Centralize your data and create customized workflows tailored to your agency

Gain a Performance Multiplier with BrokerageBuilder

6% YoY Increase in Activities Per User by streamlining tasks like adding new accounts, tracking client interactions, and more.

Compounded efficiency gains boost agent productivity, while increased client interactions drive higher retention and renewals—all powered by stronger data insights that enable smarter decision-making.

In 2024, our customers added over 4.5 new plans per user.

Multiplying your success year-over-year leads to more revenue and long-term growth.

Features + Benefits

Easily Manage Time-Intensive Renewals

Say goodbye to time-consuming renewals by streamlining the entire RFP process. Create industry-leading RFPs in minutes and quickly send them to multiple carriers.

Simplify Complex Commission Tracking

Tracking carrier commissions is complex: BrokerageBuilder makes it easy. Track commissions from any carrier with ease, and process and validate payments received to gain better insight into your agency’s commission revenue.

Streamline Task Management

Centralize your data and create customized workflows tailored to your agency. Each day, users will receive a daily list of overdue tasks and upcoming items that require their attention—helping ensure nothing falls through the cracks.

Custom Proposal Generator

Compile carrier quotes from RFPs to create tailored client proposals. Brand and customize proposals with cover pages and other relevant content—allowing you to easily highlight your value.

Activity Tracking for Any Account

Track activities for any given account, carrier, or employee, including current and past activity. Access all your agency’s accounts, plans, files, activities and carrier data from anywhere, 24/7.

Real-Time Reporting

Take the guesswork out of reporting. Use one of the 80 available report templates or create your own in the ReportCenter. Use these reports to track upcoming renewals, monitor open activities, audit internal usage and more.

Ready for more?

See how Zywave can help your business grow smarter, move faster, and scale with confidence.

BrokerageBuilder
Sales Cloud

Gain a Performance Multiplier with BrokerageBuilder

6% YoY Increase in Activities Per User by streamlining tasks like adding new accounts, tracking client interactions, and more.

In 2024, our customers added over 4.5 new plans per user.

Features + Benefits

Easily Manage Time-Intensive Renewals

Simplify Complex Commission Tracking

Streamline Task Management

Custom Proposal Generator

Activity Tracking for Any Account

Real-Time Reporting

More Sales Cloud Solutions

Sales Cloud for Employee Benefits

Sales Cloud for Commercial Lines

Sales Cloud for Personal Lines

Ready for more?

BrokerageBuilderSales Cloud

Gain a Performance Multiplier with BrokerageBuilder

6% YoY Increase in Activities Per User by streamlining tasks like adding new accounts, tracking client interactions, and more.​

In 2024, our customers added over 4.5 new plans per user.​

Features + Benefits

Easily Manage Time-Intensive Renewals

Simplify Complex Commission Tracking

Streamline Task Management

Custom Proposal Generator

Activity Tracking for Any Account

Real-Time Reporting

More Sales Cloud Solutions

Sales Cloud for Employee Benefits

Sales Cloud for Commercial Lines

Sales Cloud for Personal Lines

Ready for more?

BrokerageBuilder
Sales Cloud

6% YoY Increase in Activities Per User by streamlining tasks like adding new accounts, tracking client interactions, and more.

In 2024, our customers added over 4.5 new plans per user.