Skills Library

Every skill and agent built on the Zywave MCP Server. Filter by your role, by what each one needs from you, by pattern, or by type, then open one to get the prompt that runs it.

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 COBRA notice packet Assemble the right COBRA notices for one event (coverage start, qualifying event, unavailability, or early termination), with a deadline timeline and the blanks to fill. Pull resources to share HR & compliance · EB consultant · Account manager 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 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 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 A document from your client Available now ACORD 25 certificate of liability insurance Issue a filled, signed ACORD 25 from a certificate request, a contract, and the insured's policy documents, with every gap disclosed. Pull resources to share Account manager A document from your client Available now ACORD 24 certificate of property insurance Issue a filled, signed ACORD 24 for a lender, landlord, or loss payee from a lease or loan agreement and the insured's property policies. Pull resources to share Account manager A document from your client Available now ACORD 27 evidence of property insurance Issue a filled, signed ACORD 27 for a mortgage lender or servicer ahead of a closing, from the loan commitment and the property policy. Pull resources to share Account manager A document from your client Available now ACORD 28 evidence of commercial property insurance Issue a filled, signed ACORD 28 for a commercial lender or servicer, answering the form's coverage questionnaire from the policy. Pull resources to share Account manager A document from your client Available now ACORD 29 evidence of flood insurance Issue a filled, signed ACORD 29 from a lender's flood requirement and the insured's NFIP and excess flood policies. Pull resources to share Account manager A document from your client Available now Certificate compliance review Compare a contract's insurance requirements against the insured's actual policies and return a pass/fail compliance matrix with the blockers. Pull resources to share Account manager A few details from you Available now Renewal X-date prospect list Every company in your territory renewing in the next 60 to 120 days that isn't already in your book, ranked and ready to work. Discover new prospects P&C producer · EB consultant A few details from you Available now ERISA fidelity bond compliance sweep Employers whose ERISA fidelity bond is below the 10 percent requirement, split into your clients and prospects, with the explainer attached. Discover new prospects EB consultant · Account manager A few details from you Available now Competitive displacement campaign Target the accounts a named competitor holds and sequence them, with the competitor never named in an email. Launch a prospecting campaign P&C producer · EB consultant A few details from you Available now PEO graduation prospects Mid-size employers still on a PEO who have grown past the point where it makes sense, with the PEO-versus-direct explainer. Discover new prospects EB consultant A few details from you Available now Personal lines household prospecting Real households in your ZIPs and value band from Zywave's household database, with investor portfolios filtered out. Discover new prospects P&C producer Nothing from your client Available now Personal lines household rounding 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. Manage your book of business P&C producer · Account manager A document from your client Available now New account onboarding BOR letter, application, or company name in; a correctly populated Zywave account, its contacts, and a welcome packet out. Manage your book of business Account manager · P&C producer · EB consultant Nothing from your client Available now Prospect-to-account conversion Turn the companies a prospecting skill found into CRM prospect accounts, populated and de-duplicated, in one confirmed batch. Manage your book of business P&C producer · EB consultant Nothing from your client Available now Contact enrichment refresh Find accounts with missing or stale contacts, preview today's decision-makers at no cost, and enrich only the ones you approve. Manage your book of business Account manager · Agency operations A document from your client Available now Bulk account and contact import Load a spreadsheet of companies and people into Zywave, creating the accounts first and then their contacts, with a dry run before a single write. Manage your book of business Agency operations · Account manager A few details from you Coming soon Prospecting campaign agent placeholder Runs a prospecting campaign end to end. Finds the segment, drafts the touches, and stops for your review before anything sends. Launch a prospecting campaign P&C producer · EB consultant Nothing from your client Coming soon Renewal prep agent placeholder Works a renewal list from end to end. Pulls the accounts renewing and assembles the notice packets. Manage your book of business Account manager · EB consultant · HR & compliance Nothing from your client Coming soon Book hygiene agent placeholder Walks your book looking for stale or missing data and proposes the fixes for you to approve. Manage your book of business Agency operations · Account manager

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