Zywave, a leading provider of insurance technology solutions, today debuted its Winter 2026 Release, announcing that the industry’s first insurance-specialized AI agents are rolling out to more than 35 innovative early adopters across a wide range of insurance organizations. In addition, new platform enhancements will help insurance agencies and brokers transform how they work and achieve unprecedented levels of revenue growth and productivity.
Zywave helps insurance organizations drive organic growth and efficiency in a complex market. As brokers face flat growth, talent shortages, and rising risks from technology and litigation, Zywave transforms generalists into specialists with integrated data, analytics, content, and AI tools. Its AI agents unify prospecting, content creation, and client engagement, freeing producers to focus on customers instead of systems.
“With Zywave, I can now have the AI portion running quietly behind the scenes — automating outreach, qualifying responses, and keeping our pipeline active — while I focus my time on the conversations that really matter,” said Chris Whitney, Partner, Sterling Benefits. “This means I can personally engage with warm leads at the same time the system is nurturing new ones. That balance of automation and human connection has made our sales process far more efficient.”
Key enhancements in the Winter 2026 Release include:
- Smarter, faster, fully connected insurance workflows: Zywave’s Winter 2026 Release rolls out the following four new AI agents to early adopters of all sizes. Now integrated with the Zywave platform, the agents enable seamless information flow across the prospecting workflow.
- Prospect Identification enriches customer and policy data to surface top prospects and shape ideal customer profiles.
- Lead Sourcing & Scoring applies those profiles and miEdge intent signals to find and rank verified, high-potential leads.
- Research & Enrichment gathers detailed household and company insights, identifies coverages, and personalizes outreach in real time.
- Outreach & Optimization creates tailored email campaigns with Zywave content, automates sequences, tracks engagement, and refines results.
- Seamless two-way integration between Partner Platform and TurboRater, enabling single sign-on and automatic data exchange. Agents can now push client data from Partner Platform to TurboRater for quoting, then pull completed quotes back for storage, eliminating manual entry and speeding quote generation.
- Expanded quoting support: Zywave’s Benefits CPQ now streamlines proposals for new market segments and product lines, enabling quotes for individual (“group of one”) medical plans and complete proposals that include group life, AD&D, and short- and long-term disability coverage in a unified workflow.
“Too often, organizations end up with barriers between themselves and their customers. With Zywave Agentic AI, we’re enabling our clients to strip away the noise, so the best insurance professionals can spend more time where it matters most: in front of customers,” said Eric Rentsch, Chief Product Officer, Zywave. “Today’s Winter 2026 Release innovations create a true performance multiplier for businesses by helping our clients streamline workflow, unlock new revenue growth, and deliver exceptional customer service.”
This announcement builds on recent industry recognition, including Zywave being recently recognized by Forrester Research as a leader in Insurance Agency Management Systems. Zywave will continue to roll out new AI agents throughout 2026 focused on new business and renewal quoting automation, as well as benchmarking policy and coverage design.
To learn more about Zywave’s Agentic AI solutions, visit here. You are also invited to attend our webinar today, “Zywave 2026 Winter Launch: Smarter Workflows for a Connected Future” at 12 PM ET, which will provide additional information about our Winter 2026 Release. You can register here.
