What it does

Filters Zywave market data on the incumbent-broker field, verifies the match on a sample, and runs the same two-gate campaign chassis as the vertical campaign. The competitor’s name goes into the exclusion list at creation and every draft is read for it before approval.

What you get back

  • Verified shortlist showing the incumbent as the filing records it
  • Full email drafts, approved and scheduled only on your explicit send

Example prompt

Add the skill to your AI client first, then paste this. Swap the bracketed bits, and the names and numbers, for your own.

Build a displacement campaign against Gallagher's commercial accounts in Wisconsin, 25 to 250 employees, three touches.

Source: Written for this skill by the R&D AI Experience team.

Open Claude Open ChatGPT

These buttons try to pre-fill the prompt for you. Open Claude launches the Claude Desktop app (it won't work if you only use Claude in a browser); Open ChatGPT pre-fills the web chat when the browser allows it. Neither is guaranteed, so both also copy the prompt to your clipboard as a fallback -- if the tool opens with an empty box, paste. Connect the Zywave MCP in that tool first, or the prompt has no Zywave data to work with.

More prompts like this: Launch a prospecting campaign, 12 more from the Zywave MCP Prompt Library, filterable by line of business.

What it needs from you

A few details from you. You supply the specifics in the prompt, company, state, size, dates.

Details to fill in when you run it:

  • The competitor’s name and the variants you know, the territory, and a size band

Two gates, always. The incumbent is never named, implied, or disparaged in any email. List side live-evaluated Sep 2026 (25 of 25 broker matches). Campaign creation and send have not yet been evaluated in the sandbox.

Guides exist for Claude, Microsoft Copilot, ChatGPT, and Google Gemini Enterprise. Custom integrations talk to the MCP server directly, so start from the MCP Apps reference for those.

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