Zywave MCP

Skills that put your Zywave data to work in Claude, Copilot, and ChatGPT

Pick the skills built for your job, see exactly what each one needs from you, and add it to the AI tool you already use. No developer required.

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

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.

22
skills in the catalog
3
agents, still placeholder
22
tools in the MCP catalog
6 of 25
need nothing from your client

What’s your role?

Pick one and the library reorders around your work. It’s a lens, not a wall — every skill stays reachable from browse and search.

Skip, show me everything
P&C producer Finds and wins commercial and personal lines business. 10 entries → Account manager / CSR Keeps the existing book accurate, serviced, and renewed. 15 entries → Employee benefits consultant Advises benefits clients through renewal and open enrollment. 12 entries → HR & compliance advisor Keeps required notices and filings correct and on time. 3 entries → Agency operations / principal Runs the agency's data, process, and reporting. 5 entries →

Start with a worked example

One real skill per pattern, each fully written up, with an example prompt that works as written.

All skills
A few details from you Available now Territory market map Size a territory by industry, employer size, renewal month, incumbent broker, and compliance signals, and mark what your agency already owns. Discover new prospects P&C producer · EB consultant · Agency operations A few details from you Available now Prospect prep packet Get a producer ready for a first conversation with a commercial prospect: company facts with sources, what a submission would need, and the open questions to ask. Research before you engage P&C producer Nothing from your client Available now Book of business audit Sweep every active account and contact in your CRM and return an Excel workbook of what is missing, duplicated, or stale. Read-only. Manage your book of business Agency operations · Account manager A few details from you Available now EB annual notice packet Assemble a plan-year annual notice packet for one employer group, with every required notice and a distribution checklist. Pull resources to share EB consultant · HR & compliance A few details from you Available now Vertical prospecting campaign Turn an industry, geography, and size into a reviewed prospect shortlist, a multi-touch email sequence, and a scheduled send, with two confirmation gates. Launch a prospecting campaign P&C producer · EB consultant

Patterns cover the whole catalog

Every entry is one of these shapes. Once you have run one, you know how the rest of that group behaves.

01 Discover new prospects Search Zywave's market data for companies and households you don't work with yet. 5 entries → 02 Research before you engage Generate a deep brief on one company or household before you reach out. 1 entry → 03 Manage your book of business Look up, create, and update accounts and contacts in your CRM. 8 entries → 04 Pull resources to share Pull ready-made resources from the content library to send a client. 8 entries → 05 Get answers from the library Answer insurance questions grounded in Zywave's content, not generic knowledge. 0 entries → 06 Launch a prospecting campaign Build a reviewed, multi-touch email sequence to a list of prospects. 3 entries →

75 prompts, ready to paste

The full Zywave MCP Prompt Library, filterable by use case and line of business, every one with a copy button. Start from a prompt instead of a skill when you already know what you want to ask.

Discover new prospectsResearch before you engageManage your book of businessPull resources to shareGet answers from the libraryLaunch a prospecting campaign
Open the Prompt Library

Setup takes about ten minutes, once

Connect the Zywave MCP to the AI tool you already use, then add skills whenever you need them. There are step-by-step guides for Claude, Microsoft Copilot, ChatGPT, and Google Gemini Enterprise.

Open the setup guide
  1. 1 Connect the Zywave MCP. One connector, added once, in the tool you already use.
  2. 2 Add a skill. From the skill’s own page, for the client you picked.
  3. 3 Paste the example prompt. Every entry ships one that works as written.

How much of this is real?

Honest accounting, because it is easy to mistake a skeleton for a product.

  • Real: every example prompt, the persona and pattern names, the 22 skills, and every Zywave MCP connection fact on the MCP Apps page.
  • Placeholder: the 3 entries in the agents catalog, the availability statuses, and the “what it needs from you” labels other than nothing from your client.
  • Not built yet: one-click install, and any form that submits anything. There is no backend here.