Zywave Expands Apex AI to Automate Insurance Broker Workflows

The latest release introduces several functional enhancements designed to bridge the gap between prospecting and long-term client retention. A primary addition is the integration of Producer Agent with Microsoft Outlook, which automates email personalization and calendar scheduling to accelerate lead conversion. Additionally, the update addresses the labor-intensive renewal process; the Benefits CPQ tool now allows employees to self-report census and medical data, effectively bypassing the traditional burden of manual paper collection for level-funded plans.

Operational efficiency remains a core objective, with TurboRater Quote Storage consolidating quote management into a single, modernized system. By connecting proprietary platforms like Partner Platform and AgencyMatrix directly to Zywave Core, the company is moving toward a model where brokers receive recommendations based on specific client account history rather than generalized industry data. According to Eric Rentsch, Chief Product Officer at Zywave, the goal is to provide a connected system that grows more intelligent with every touchpoint, allowing producers to prioritize strategic growth over routine administrative tactics. These tools are currently available to the firm’s global network of 15,000 customers and partners.