Zywave, a technology provider supporting insurance distribution, has expanded its Zywave Apex AI platform with new capabilities designed to help brokers automate growth activities, improve renewal processes and use client data more effectively.
The Summer 2026 Release introduces new tools across prospecting, renewals, quoting and client management, allowing brokers and agencies to reduce manual administration and focus more time on customer relationships and business development.
The latest updates extend Zywave Apex’s ability to support insurance professionals throughout the client lifecycle. New functionality helps automate prospect outreach, improve renewal preparation from census collection through to proposal generation, and provide recommendations based on enriched broker and agency data.
A key update is the expansion of Zywave’s Producer Agent, which now integrates with Microsoft Outlook. The tool allows producers to streamline outreach campaigns, personalise communications with targeted prospects and enable potential clients to schedule meetings directly through their calendars.
The release also introduces enhancements across Zywave’s insurance solutions. Benefits CPQ now enables employees to submit census and medical questionnaire information directly for level-funded plans, reducing manual data collection during renewal periods.
Zywave describes Apex as an AI-powered growth platform designed specifically for insurance carriers, brokers and agents. The company uses industry expertise, insurance data and content resources to help its global customer base of 15,000 organisations and partners improve customer acquisition, retention and expansion.
The Summer 2026 Release capabilities are available now, with Zywave also planning a webinar covering the updates on Wednesday 12 August.
Zywave chief product officer Eric Rentsch said, “With Zywave Apex, we set out to build the first growth-focused AI platform for the front office, and this next wave of capabilities shows exactly what that means for brokers. We’re giving producers AI-driven capabilities to more efficiently connect with and convert prospects, and carry that same intelligence all the way through the entire lifespan of the client.”
“This is truly a connected system built on the strength of core Zywave solutions, and it gets smarter with every touchpoint so brokers can grow faster by focusing on building deeper, strategic relationships with every client, not administrative tactics,” Rentsch said.
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