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Partner Platform is an agency management system (AMS) that makes it easy for insurance agencies to manage all aspects of the client lifecycle. Covering the needs of both personal and commercial lines, it is a single platform for sales and marketing as well as client, policy, and financial management. It includes an agency-branded web portal and mobile app, integrated text messaging, analytics, and integrations with third-party tools and industry partners. By running your operations on Partner Platform, your agency can increase revenue and client satisfaction and improve staff productivity while saving up to 70% on your AMS software spend.
Client Cloud is a self-service portal that insurance brokers provide as a value-added service to more than 500,000 business clients in employee benefits and commercial property and casualty. The portal offers HR, compliance and risk management tools and resources, applications for hiring and managing employees, a learning management system with continually updated courses, and even an HR hotline service—all branded to your agency. Client Cloud is a way to reinforce your role as a trusted advisor—driving deeper engagement and loyalty with your clients through resources that support their essential business needs.
TurboRater is a top-rated personal lines comparative rating quoting platform designed for speed, simplicity, and scalability. With real-time API-drive rates from 200+ carriers in seconds streamlined into a single-screen workflow, TurboRater empowers agents to quote auto and home faster, sell smarter, and capture more revenue—all from one intuitive system. Made for efficiency, TurboRater integrates with over 60 vendors such as agency management systems, lead providers, motor vehicle records, roadside assistance, pre-fill, and a RESTful API to get your data where you need it.
Agency Matrix, developed by Zywave, is a comprehensive, browser-based agency management system designed to streamline operations for independent insurance agencies. It centralizes client data, automates routine tasks, and enhances overall efficiency, allowing agencies to focus more on sales and client relationships. Key Features and Functionality: - Increased Revenue: By reducing time spent on administrative tasks such as x-date tracking, accounting reports, and client service, agents can dedicate more time to production and sales activities. - Time Savings: Automated reporting and telephony integration enable the system to launch client accounts based on incoming phone numbers, streamlining client interactions and reducing manual data entry. - Improved Efficiency: As a browser-based platform, Agency Matrix allows management from any internet-connected device. Its one-page record view facilitates seamless navigation within client records without the need to switch between sections. - Email Integration: The system captures all inbound and outbound email communications, ensuring comprehensive client service records and facilitating effective communication tracking. - Integrated Text Messaging: Built-in text messaging capabilities allow for easy sending and receiving of texts and images with clients, with the option to save permanent conversation records with a single click. - Accessible Reporting: Generate reliable insights with the click of a button to manage staff, business, and clients. Access real-time information on agency finances, client retention rates, new policy business growth, and more without specialized knowledge. Primary Value and Solutions Provided: Agency Matrix addresses the common challenges faced by insurance agencies, such as time-consuming administrative tasks, inefficient workflows, and fragmented client communications. By automating routine processes and centralizing data, it enhances productivity, improves client service, and ultimately boosts revenue. The system's user-friendly interface and comprehensive features make agency management more efficient and less cumbersome, allowing agents to focus on what they do best—selling insurance and growing their business.
Agency management system for employee benefits. Centralize client information, generate RFPs, and track commissions and variance. Real time system data reporting. Integrates with Microsoft Office Suite.
Zywave Content Cloud is a comprehensive content ecosystem that insurance agencies and brokers offer to clients as a value-added service and use to train internal staff. It provides more than 11,000 expertly vetted resources, including materials for cyber liability, employee benefits, human resources, personal lines coverage, risk management, state & federal compliance, and wellness concerns—all customizable to your agency’s brand experience and constantly refreshed to meet current requirements.
miEdge is a sales intelligence platform that helps insurance agencies, brokers, and insurers market precisely and sell efficiently. Unlike generic sales intelligence tools, miEdge provides comprehensive, insurance-specific prospect profiles for employee benefits and both commercial property and casualty and personal lines coverage. miEdge aggregates, normalizes, and enriches millions of data points from dozens of sources—from company or household demographic data to policies in force to OSHA inspections. miEdge integrates with customer relationship management systems such as Microsoft Dynamics or Salesforce and with virtually any tech stack via its RESTful API.
Worker's compensation and mod analysis tool. Uncover worker's comp cost drivers for clients with accurate and actionable reporting and analysis. Deliver long-term cost reduction strategies.
Employee enrollment software and decision-making tool used by employee benefits independent insurance agents and brokers for their clients and clients' employees. Provide your clients with tools that empower employees to make informed health plan choices. Includes plan design modeling, cost and utilization information, and plan design benchmarking reports.
The platform offers quick access to multiple insurance quotes from various carriers, which streamlines the quoting process by minimizing data entry. However, the reviewer notes that home insurance options are limited and bundled quoting can be confusing.
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Zywave is the insurtech powering more than 15,000 insurers, MGAs, agencies and brokerages worldwide, including all of the top 100 U.S. insurance firms. For 30 years, we've built the software, data and content insurance professionals use to find, win, serve and keep business. Our ecosystem spans insurance intelligence, rating, quoting and connectivity, and agency management, all connected by Zywave Apex™, our AI platform purpose-built for insurance.
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