Zywave Apex AI Connectors

Bring Zywave context into the AI tools your business uses every day.

Skills that pull your book, your clients, prospects, and Zywave’s content library into Claude, Copilot, and ChatGPT. No exporting, no uploading, no tab-switching.

Browse the Skills Library See how setup works
Claude Apex MCP connected

Assemble the annual notice packet for Ridgeline Manufacturing, Wisconsin and Illinois, 240 enrolled, self-funded, plan year starts January 1.

Skill EB annual notice packet
  • Downloaded model notices for every notice that applies, plus the conditionals flagged "confirm applies"
  • Distribution memo: who receives each notice, when it is due, how it may be delivered
  • The blanks the plan administrator must fill, per model notice
  • Notices that are not annual, listed so they aren't presumed missing

Assembled from current Zywave content. Nothing uploaded. Every deadline traces to library text.

Get started with Apex MCP

We’ve rounded up the best insurance AI skills and prompts you can use to help with prospecting, book management, compliance notices, client research, and more.

Step 1

Connect your AI client

Add the Apex MCP as a connector in Claude, Copilot, or ChatGPT. One connection, used by every skill.

Step 2

Add a skill

Pick a skill from the Skills Library and open its setup guide for your AI.

Step 3

Test and go

Paste the example prompt directly into a new chat. That’s it.

Open the Getting started guide →

Skills and prompts: the tools to drive success

Learn more about skills and prompts

Skills

EB annual notice packet Assemble a plan-year annual notice packet, with every required notice and a distribution checklist. Use caseShare resources with clients Built forEB consultant · HR & compliance
Explore the full skills library →

Prompts

“Find self-funded employers in Wisconsin with 100–500 employees that we don't already work with.”

Use caseDiscover new prospects Line of businessEmployee Benefits
Explore the full prompt library →

Connect the dots between the systems that run your book

No more silos. Apex MCP surfaces your book of business, content library, and market data in one place.

Book of business Manage accounts, renewals, and contacts without leaving the chat. Content library Pull compliance guidance and client-ready resources. Market discovery Find new prospects and build research briefs. Prompt Library Start from a ready-made prompt instead of a skill.

Bring Zywave into the flow of work

Use these guides to setup Apex MCP.

Get started in Claude Available now Get started in Microsoft Copilot Available now Get started in ChatGPT Available now Get started in Google Gemini Enterprise Available now Get started in Grok Available now

Apex MCP: tools that cover your entire customer lifecycle

View All Skills
Manage your book
  • Onboard a new account from a BOR letter
  • Convert won prospects into CRM records
  • See which personal lines clients are ready for an umbrella
Stay compliant and pull resources
  • Assemble annual notice and COBRA packets straight from Zywave’s content library, with every deadline traced to library text
  • Issue a signed ACORD certificate with every gap disclosed
  • Issue ACORD auto ID cards for one vehicle or a whole fleet
  • Catch employers whose ERISA bond falls short
Find new prospects
  • Map a territory
  • Build a renewal X-date list
  • Flag employers with an undersized ERISA bond, ranked and ready to work
Run agency operations
  • Audit the CRM for accounts that are missing, duplicated, or stale
  • Bulk-import a spreadsheet of new ones
  • Refresh contacts before they go dark
Grow your EB book
  • Find employers outgrowing their PEO or renewing soon
  • Launch a reviewed prospecting campaign
  • Onboard the account once you win it
Research before you engage
  • Build a deep brief on one company or household before you reach out
  • Check a company’s publicly reported large losses before you quote or renew
  • Rank the largest losses for a line, industry, or period
Launch a prospecting campaign Build, review, and send a multi-touch email sequence to a list of prospects without leaving the chat.

What’s your role?

Pick one and the library reorders around your work. It’s a lens, not a wall.

P&C producer Finds and wins commercial and personal lines business. 13 skills → Account manager / CSR Keeps the existing book accurate, serviced, and renewed. 17 skills → Employee benefits consultant Advises benefits clients through renewal and open enrollment. 10 skills → HR & compliance advisor Keeps required notices and filings correct and on time. 2 skills → Agency operations / principal Runs the agency's data, process, and reporting. 4 skills →

Explore the full library

See Zywave Apex in action.

Talk to our team about what Zywave Apex can do for your organization.

Talk to our team

Frequently asked questions

What is Apex MCP?

A connector that lets Claude, Copilot, and ChatGPT read and act on Zywave data, including your book, the content library, and market data, instead of you exporting or copying it in.

What data can it see?

Only what your own login already has access to. Nothing is uploaded to run a skill.

Is my data secure while using the Apex MCP?

Yes. Connections go through OAuth, and access is scoped to what your own login can already see. Anything that writes data asks for your confirmation first.

Do I need a developer to set up the Apex MCP?

Once, yes. A Zywave administrator registers your AI client in Zywave Admin and hands over a client ID and secret. After that, each person connects on their own under Settings > Connectors. Copilot, ChatGPT, and Gemini Enterprise also need your own admin to approve the connector.

Can my agency control who uses this?

Managed the same way as any other connector, in your AI tool's admin settings.

What problem do skills solve?

Inconsistent and unexpected results from prompts alone. Skills give you high-quality, consistent results, giving you more out of the same prompts you use today.

What's the difference between MCP, a prompt and a skill?

The best way to think about this is:

  1. MCP gives AI access.
  2. Skills give AI a playbook for a specific task.
  3. Prompts trigger that playbook.