Zywave

Zywave is an agent for Microsoft 365 Copilot that puts your book of business, prospect data, and content library into the chat. Ask a question in plain language and it runs the right Zywave tools and shows you the results. It's the same Zywave data you already work with, without opening a separate app.

Who it's for

Anyone with a Zywave account, across the sales, service, and analytical roles in insurance and benefits.

What you can do

• Find new prospects by industry, geography, or broker relationship, and pull decision-maker contacts when you're ready to reach out.
• Search, view, create, and update accounts and contacts in your Zywave CRM.
• Generate a research brief for a company and get a shareable PDF back.
• Search the Zywave content library across commercial lines, employee benefits, and personal lines, then open the full text or download a copy.
• Draft multi-touch email campaigns, review the drafts, and schedule them once you approve.

You stay in control

The agent asks before it pulls sensitive contact details, and it won't send outreach until you approve it.

Requirements

You need a Zywave account, and access is limited to current, licensed Zywave users. There's no self-service sign-up. The first time you use the agent, you'll sign in with your Zywave credentials.

Get started: www.zywave.com, or contact your Zywave representative to request access.

Help and documentation: Zywave MCP documentation

Support: support@zywave.com