Which of your existing PL clients probably need an umbrella, a second-home policy, or higher limits, from what the household database knows about them.
Deploying is two things you do once (connect the Zywave MCP to your AI client, then add the skill) and one thing you do every time: paste the prompt.
- Connect the Zywave MCP. One connector, added once, in the tool you already use.
- Add Personal lines household rounding. From this page, in the client you picked.
- Paste the example prompt. It works as written.
About ten minutes the first time. Seconds per skill after that.
Where do you work?
| AI client | Support | Who sets it up | |
|---|---|---|---|
| Claude | Works today | You, on your own | Set up in Claude → |
| Microsoft Copilot | Works today, with an admin | An admin approves the connector once | Set up in Microsoft Copilot → |
| ChatGPT | Works today, with an admin | An admin approves the connector once | Set up in ChatGPT → |
| Google Gemini Enterprise | Works today, with an admin | An admin approves the connector once | Set up in Google Gemini Enterprise → |
Before you start
- A Zywave account with access to the data you want to use.
- An AI client you already pay for: Claude, Microsoft Copilot, ChatGPT, or Google Gemini Enterprise.
- For Microsoft Copilot, ChatGPT, and Google Gemini Enterprise, an admin who can approve a connector.
What this skill needs from you: Nothing from your client. Everything it needs is already in Zywave. Run it and review the output.