Zywave Details Agentic AI Plan For Insurance Sales Workflows

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AI adoption is a hot topic across the economy. Defenders use it to harden systems, and attackers use it to scale scams. Zywave’s latest move focuses on process instead of arms race headlines. The insurance technology firm is rolling out Agentic AI agents designed to automate prospecting, research, and outreach workflows for brokers and carriers.

“Zywave is taking a significant step forward for the industry by bringing Agentic AI to insurance professionals to deliver unprecedented organic growth, while serving their clients more effectively,” said Martin Simoncic, CEO, Zywave.

Zywave logo relating to Agentic AI usage in insurance profession including cyber liability insurance.
Four Insurance-Specialized AI Agents

Zywave has launched a set of AI agents designed for insurance producers, brokers, and carriers. The first version features four independent AI agents. The Prospect Identification Agent links to an agency management system, adds details to policy data, and suggests the best prospects. The Lead Sourcing & Scoring Agent gets contacts from Zywave’s miEdge database and ranks them using signals like renewals and broker changes. The Research & Enrichment Agent collects household and company information and writes custom messages based on current news. The Outreach & Optimization Agent creates email campaigns, tracks engagement, and suggests ways to improve results.

Availability, Data Sources, and Quoting Plans

Zywave reports that some customers are already using the AI assistants, with a wider release expected in the first quarter of 2026. Simoncic said the agents turn “fragmented, manual tasks” into “AI-powered workflows.” He also highlighted Zywave’s own data and content library, which covers over 120,000 topics and includes coverage and exposure data for tens of millions of households and companies.

Early Customer Feedback

Ryan Shinkle from The Baldwin Group said, “Productivity risk has become business risk.” He explained that Agentic AI helps cut down on manual research and repeated work in workflows. Julius Aebly of Aebly & Associates noted that insurance “will always be a relationship business.” He said these tools let teams focus on complex programs and client discussions. Zywave plans to launch more AI agent tools throughout 2026, including features for quoting automation, benchmarking, and coverage-gap analysis.

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