What it does

Filters Zywave market data on renewal month, overlays your CRM so existing clients drop out, and returns the list soonest-first with size, revenue, quality score, and incumbent broker where filing data exists. No outreach.

What you get back

  • Ranked list with renewal month and CRM status per company
  • Counts of clients removed and prospects already tracked

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.

Who renews in the next 90 days in Minnesota that we don't already write? Commercial, 20 to 300 employees.

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:

  • The territory and the renewal window

X-dates are the currency of P&C prospecting. Your own clients are removed and counted. Live-evaluated Sep 2026. Benefits renewals concentrate in January (plan-year start), so a Q1 benefits list is mostly January; the CRM overlay currently runs client-side while a platform filter defect is open.

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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