What it does

Takes MSIDs from any list in the conversation, checks each against the book, shows a table of what will be created or updated, and writes on one yes. Adding the primary decision-maker is a second, separate approval because enrichment is metered.

What you get back

  • Prospect accounts created, lines added, skips with reasons
  • Optionally the primary contact per account

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.

Save the top 20 from that renewal list into Zywave as commercial prospects.

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

Nothing from your client. Everything it needs is already in Zywave. Run it and review the output.

Details to fill in when you run it:

  • A list of companies from an earlier step, or names you type

Closes the loop every prospecting skill leaves open. Maximum 50 per batch. 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 A document from your clientAvailable nowNew account onboardingBOR letter, application, or company name in; a correctly populated Zywave account, its contacts, and a welcome packet out.Manage your book of business

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