What it does

Resolves the company in Zywave market data for firmographics, checks the book so a won prospect is updated rather than duplicated, shows the exact payload with a source tag on every field, and writes on one yes. Assembles a welcome packet from the library matched to the line of business.

What you get back

  • The account and contacts, created or updated, with IDs
  • A welcome packet from the content library

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.

We won Riverside Freight in Madison. Here's the BOR. Set them up in Zywave as a commercial lines client.

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: Manage your book of business, 12 more from the Zywave MCP Prompt Library, filterable by line of business.

What it needs from you

A document from your client. You attach or paste something the client sent before running it.

Details to fill in when you run it:

  • The company name at minimum; a BOR or application gets you contacts and lines of business

Never creates when a match exists. The preview is the exact payload, not a summary. Writes to the CRM and has not yet been live-evaluated; validate in the sandbox tenant before using on production data.

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.

Nothing from your clientAvailable nowBook of business auditSweep 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 Nothing from your clientAvailable nowPersonal lines household roundingWhich 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 Nothing from your clientAvailable nowProspect-to-account conversionTurn the companies a prospecting skill found into CRM prospect accounts, populated and de-duplicated, in one confirmed batch.Manage your book of business

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