What it does

Filters Zywave market data on the PEO field with a headcount floor, overlays your book, and sorts by headcount because the biggest company pays the biggest PEO fee. Brings the library piece that makes the general case so the producer doesn’t have to.

What you get back

  • Ranked list with PEO name, headcount, revenue, CRM status
  • The PEO comparison explainer, and the exit-timing piece if the library has it

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.

Which companies in Illinois with 75 or more employees are still on TriNet or Justworks?

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: Discover new prospects, 15 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:

  • A territory; a PEO name or two if you have them

Never states that a specific company is overpaying. States the headcount and lets the explainer make the case. Live-evaluated Sep 2026. Market data does not return the PEO name or employee count on the record, so rows are labeled by the PEO searched and sorted by revenue.

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.

A few details from youAvailable nowTerritory market mapSize a territory by industry, employer size, renewal month, incumbent broker, and compliance signals, and mark what your agency already owns.Discover new prospects A few details from youAvailable nowRenewal X-date prospect listEvery 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 A few details from youAvailable nowERISA fidelity bond compliance sweepEmployers whose ERISA fidelity bond is below the 10 percent requirement, split into your clients and prospects, with the explainer attached.Discover new prospects

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