Zywave Apex™ AI Updates Deliver Sharper Prospecting and Commercial Loss Data in Leading AI Tools

Zywave Producer Agent adds marketing personalization and deeper prospecting capabilities, while Zywave Apex MCP brings Loss Data into everyday AI workflows

MILWAUKEE, Oct. 20, 2026 /PRNewswire/ -- Zywave, a leading technology provider for insurance distribution, today announced several updates to its Apex™ AI Platform portfolio that help producers win more business and help carriers and brokers put loss data to work in daily conversations. The updates include new personalization and Ideal Customer Profile capabilities in Zywave Producer Agent, a Loss Data connector for Zywave Apex MCP, and the Apex AI Studio library of open, ready-made AI skills.

Zywave product experts will explore these updates and more in a Fall Launch webinar on November 11 at 12:00 p.m. CST. Register now to reserve your spot.

Zywave Producer Agent: authentic communication, aimed at the right prospects

New personalization features in Producer Agent let agencies tell their story, in their voice, in every email. Teams can set what makes the agency different, add proof points, name topics to include or avoid, apply specific writing guidelines and bring in their own content. The result is stronger, more authentic engagement, which means more replies, more meetings and more deals.

Updates to Ideal Customer Profiles, shaped by feedback from Producer Agent early adopters, also make it easier to reach more of the right prospects. With this update, producers can build an Ideal Customer Profile contact list directly inside the AI assistant they already use. The new Zywave Apex MCP tool ranks contacts by title fit and known company opportunity signals, and it targets the single best contact at each company by default. Producers choose how many contacts to pursue per company, so teams reach the right person first instead of working a long, unranked list.

Additional features include:

• Contacts can be added to existing Ideal Customer Profiles, so teams no longer rebuild the same profile from scratch.
• Every contact includes specific context on why they were included.
• A new proprietary recommendation engine enhances prospect target lists.
• A brand-new homepage highlights top-engaging prospects, with email addresses and phone numbers, so producers can step in when a lead is warm.

"The content being sent out and the email sequences are great. I love that [Producer Agent] makes a different email for each person… it's specifically tailored to them," said Kendal Pettis, a Producer Agent early adopter customer with Integrated Insurance Solutions.

Loss Data connector for Zywave Apex MCP

Zywave's commercial loss data is now reachable through leading AI tools with the Zywave Apex MCP: Loss Data connector. Users can ask for a loss profile on a company or on companies like it, drawn from Zywave's verified record of reported loss events, or pull the case-level detail behind it, with no custom integration and no extra steps.

For carriers, it extends the value of Loss Insight beyond the data science team. An underwriter who needs a fast answer no longer must submit a one-off request; they can ask the AI assistant they already use and get a real answer grounded in Zywave's loss data. For brokers, it works the same way in renewal and prospect meeting preparation: a broker can pull a loss profile on the account before walking into the room, moving the discussion from reactive to advisory. Loss Insight Feed and Loss Analysis customers can access Zywave Apex MCP: Loss Data by adding Zywave Apex MCP to their subscription.

Apex AI Studio: open, ready-made skills for leading AI tools

Zywave is also releasing the Apex AI Studio, a library of ready-made AI skills built on the Zywave Apex MCP. Skills are reusable instructions that tell AI how to complete a task step by step, turning a one-off prompt into a repeatable workflow with consistent, contextual and high-quality results. Because MCP and skills are open standards, the Apex AI Studio works with any AI tool that supports these standards, rather than tying an agency to one vendor's assistant. Skills only see what each user's own login can already see, and any action that writes data asks for confirmation first.

The first skills cover work across the distribution lifecycle:

• Prospecting: Map a territory by industry and employer size or launch a vertical prospecting campaign that builds a shortlist and email sequence, with confirmation steps before anything is sent.
• Meeting prep: Prepare for a first commercial meeting with a prospect prep packet.
• Loss data: Check a company's publicly reported large losses, rank the largest publicly reported losses by line, industry or period, or summarize a single loss case in plain language.
• Book management: Audit a book of business for accounts missing contacts or key details, likely duplicates, and stale records, with no changes made to the data.
• Client service: Issue certificates of insurance from a certificate request, with the insured's policies checked against the contract's insurance requirements or produce auto ID cards for one vehicle or an entire fleet, with every VIN checked.

"The broker of the future will be measured less by how much work they save and more by how much business they grow," said Eric Rentsch, Chief Product Officer at Zywave. "Producer Agent helps producers reach the right prospects in their own voice, and Loss Data in the Apex MCP lets them walk into every renewal or prospect meeting as an advisor with data. We're building AI that helps brokers win, not just work faster."

Zywave Apex is the first complete AI growth stack built specifically for insurance distribution. Zywave Apex transforms the growth model for insurance, delivering a robust growth engine for the front office that provides faster quoting, sharper account intelligence, and the pipeline clarity that turns potential into revenue. Zywave Apex fuses the latest AI innovations with trusted content, smart workflows and in-depth intelligence, all accessible for customers as agents or via prompts within a user's favorite AI tool.

About Zywave

Zywave is transforming the growth model for insurance. Its Apex™ AI platform helps carriers, brokers and agents take smarter, faster actions to win, retain and grow customers, supported by a global ecosystem of 15,000 customers and partners. Learn more at www.zywave.com.

Media Contact

Ashley Paula-Legge

Big Valley Marketing for Zywave

ashley.paulalegge@zywave.com

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SOURCE Zywave