A skill does one job with your Zywave data, in the AI client you already use. Each page tells you who it is for, what it needs from you, what you get back, and gives you a prompt that works as written.
22 of 22 skills below are also published, folder-for-folder, in the public Zywave/skills repo — a real, installable marketplace, not just this catalog's read-only pages. Open a published skill's page for a link straight to its folder and a one-skill install note.
From a terminal, one command installs every published skill into 49+ AI clients — GitHub Copilot, Cursor, OpenAI Codex, Gemini CLI, Claude Code, and more:
gh skill install Zywave/skills --allRequires GitHub CLI (gh) v2.90.0 or later. In Claude Desktop or Claude Code, add the marketplace once
(/plugin marketplace add Zywave/skills) and install the zywave-skills plugin
instead — it bundles every published skill and updates automatically as skills there change.
For claude.ai, ChatGPT, Gemini Enterprise, and Microsoft 365 Copilot Cowork, see
the full install guide,
which also covers picking a single skill instead of the whole repo.
Every skill in the marketplace assumes the Zywave MCP server is already connected. Without it, the tools a skill calls out by name are not available. Connect it first if you haven’t already.
| Skill | Built for | Pattern | What it needs from you | Status |
|---|---|---|---|---|
| EB annual notice packet Assemble a plan-year annual notice packet for one employer group, with every required notice and a distribution checklist. | EB consultant · HR & compliance | Pull resources to share | 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. | HR & compliance · EB consultant · Account manager | Pull resources to share | A few details from you | 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. | Agency operations · Account manager | Manage your book of business | Nothing from your client | 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. | P&C producer · EB consultant | Launch a prospecting campaign | 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. | P&C producer · EB consultant · Agency operations | Discover new prospects | 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. | P&C producer | Research before you engage | A few details from you | 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. | Account manager | Pull resources to share | 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. | Account manager | Pull resources to share | 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. | Account manager | Pull resources to share | 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. | Account manager | Pull resources to share | 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. | Account manager | Pull resources to share | 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. | Account manager | Pull resources to share | A document from your client | 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. | P&C producer · EB consultant | Discover new prospects | 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. | EB consultant · Account manager | Discover new prospects | 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. | P&C producer · EB consultant | Launch a prospecting campaign | 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. | EB consultant | Discover new prospects | 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. | P&C producer | Discover new prospects | A few details from you | 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. | P&C producer · Account manager | Manage your book of business | Nothing 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. | Account manager · P&C producer · EB consultant | Manage your book of business | A document 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. | P&C producer · EB consultant | Manage your book of business | 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. | Account manager · Agency operations | Manage your book of business | Nothing 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. | Agency operations · Account manager | Manage your book of business | A document from your client | Available now |
Six entries is the whole catalog today. This is a skeleton, not the finished library. For scale, the Skills Library prototype’s own stat callout claims 42 skills feasible now across 5 repeatable patterns, with 28 of 42 needing nothing from the client. Those are the prototype’s figures, quoted, not a commitment from this site.
Next: open a skill, copy its prompt, then deploy it.