Client Portal Solutions for Brokers and Carriers
A Client Portal Built for Insurance.
Not Around It.
Most client portals and compliance tools were built to grow someone else's business. Zywave's is different: fully white-labeled, expert-backed, purpose-built for insurance distribution. Your brand gets the credit. Your client relationship stays yours.
The Client Portal Your Clients Are Using May Be Working Against You
Most client portals and compliance tools were built to grow someone else's business. Zywave's is different: fully white-labeled, expert-backed, purpose-built for insurance distribution. Your brand gets the credit. Your client relationship stays yours.
Connect with an Expert
More than 15,000 insurers, MGAs, agencies, and brokerages trust Zywave
One Client Portal Platform.
Built for Brokers and Carriers.
Zywave delivers purpose-built client portal solutions for the two most important distribution roles in insurance — each fully white-labeled, expert-backed, and connected to a verified AI data layer.
FOR INSURANCE BROKERS AND AGENCIES
Become the Advisor Your Clients Can't Replace
Client Cloud gives you a branded, 24/7 self-service portal your employer clients access under your name. Compliance tools, HR resources, safety training, and regulatory updates — all delivered through your brand, with Zywave invisible in the background. Brokers using Client Cloud demonstrate year-round value beyond renewal, reduce time fielding routine service questions, and open a new path to fee-based recurring revenue.
FOR INSURANCE CARRIERS & MGAs
Keep Your Policyholders Engaged Between Claims
Client Engagement Suite extends your brand into the day-to-day lives of your policyholders. Compliance resources, risk management content, safety training, and HR tools — delivered through a branded portal that keeps your name visible long after the policy is issued. Carriers move from transactional insurer to trusted partner, reducing churn with always-on engagement.
Key Features
Client Cloud
Other Tools
No Long-Term Contracts
Client Cloud
Yes
Other Tools
Varies
Transparent Pricing
Client Cloud
Always
Other Tools
Varies
Premium Features Included
Client Cloud
Included
Other Tools
Often Extra
White-Labeled Content
Client Cloud
Fully Yours
Other Tools
Co-Branded
Policy Alerts &
Automation
Client Cloud
Smart & Fast
Other Tools
Manual / Slow
State-Specific Policy Library
Client Cloud
Extensive
Other Tools
Limited
Essential features of modern insurance client portal software
Client Cloud helps you stay valuable between renewals with a branded, self-service experience clients can access anytime. Give them trusted compliance, HR, safety, and risk management resources while reducing routine service requests and keeping your brand front and center.
A Client Portal Built for Insurance
Feature
Other Solutions
Zywave Client Portal
Sells Directly to Your Clients or Policyholders
Other Solutions
Yes, and growing
Zywave Client Portal
Never. Your relationship stays yours.
Fully White-Labeled to Your Brand
Other Solutions
Partial or vendor-branded
Zywave Client Portal
100% your brand, your logo, your URL
Expert-Backed, Continuously Updated Compliance Content
Other Solutions
Varies, may not be well maintained
Zywave Client Portal
In-house legal team, all 50 states
Verified AI Data Layer (MCP-Connected)
Other Solutions
Web-sourced AI, unverified
Zywave Client Portal
MCP-connected to expert-reviewed content library
Transparent Flat-Rate Pricing
Other Solutions
Per-course or seat-based billing
Zywave Client Portal
One consistent monthly fee, full catalog
LMS Included, No Per-Course Charges
Other Solutions
Charges per course or per seat
Zywave Client Portal
150+ courses included
ACA Compliance Tools and Reporting Support
Other Solutions
ACA tools may require manual data entry and separate IRS submission steps
Zywave Client Portal
Built-in ACA tools, including 1094/1095 form generation and filing support
Built-In Stewardship Reporting (Brokers)
Other Solutions
Not available
Zywave Client Portal
Quantify value delivered at every renewal
Fee-Based Revenue Potential (Brokers)
Other Solutions
Not supported
Zywave Client Portal
$50-$150/client/month in new MRR
What Our Customers Are Saying
"The breadth and depth of information Zywave has within the system, in Broker Briefcase as well as the client portal, is a key strength. Zywave has been doing it so long their scope of information and library are much more mature and robust than others."
Zach Sibrel | Walker Hughes Insurance
"The fact that you can kind of 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."
Brad Preston | World Insurance Associates
Your Clients Ask. The Right Answer Is Already There.
Scale Your Client Service Without Scaling the Work.
When a client HR manager asks an AI assistant about a leave law, the answer often looks authoritative but isn't. Web-sourced AI returns conflicting figures, outdated state rules, and credible-looking errors. The Client Cloud AI Search Assistant works differently: clients type a question directly into your portal and surface compliance tools, HR resources, and training materials grounded in expert-reviewed, 50-state content — all under your brand.
This is Zywave Apex in action. AI that doesn't just know, but does. The result: fewer routine service calls, clients who feel supported year-round under your name, and an AI capability most competitors can't match because their content isn't expert-reviewed enough to stake a reputation on.
This is Zywave Apex in action. AI that doesn't just know, but does. The result: fewer routine service calls, clients who feel supported year-round under your name, and an AI capability most competitors can't match because their content isn't expert-reviewed enough to stake a reputation on.
See Why Brokers and Carriers Choose Zywave's Client Portal
No per-course fees. No vendor selling to your clients. No brand dilution. A white-labeled client portal built to make you the trusted partner
Frequently Asked Questions
Standalone HR platforms build their brand through your book of business — some even sell direct to employers. Zywave is built exclusively for insurance distribution, white-labeled to you, and never sold direct.
No. Your clients only access Zywave through you, under your brand. Zywave stays invisible — by design.
Everything: white-labeled portal, 150+ LMS courses, expert-reviewed compliance tools across all 50 states, ACA/COBRA support, stewardship reporting, and the AI Search Assistant. No per-course fees, no seat-based upsells.
Zywave's AI Search Assistant pulls from our expert-reviewed compliance library via MCP — not the open web. Every answer is grounded in verified source material you can put your name on.
Yes — the Client Engagement Suite is purpose-built for carriers and MGAs. Always-on compliance content, risk resources, and safety training, all under your brand between renewals.
Client Cloud provides access to an extensive library of insurance and risk management resources, including safety materials, compliance information, educational articles, workplace best practices, industry-specific guidance, and employee training content. These resources help agencies support their clients while reinforcing their role as a valuable business partner.