Employee Benefits
Find self-funded employers in Wisconsin with 100–500 employees that we don't already work with.
Prompt Library
All 75 prompts from the Zywave MCP Prompt Library, filterable by use case and line of business, each with a copy button and a handoff into Claude or ChatGPT.
Starting points, not scripts. Click any prompt to copy it, then paste it into Claude with the Zywave connector active. Swap the bracketed bits like [competitor] for your own details.
Copy-and-paste, not a deeplink. The buttons on each card copy the prompt
and open a new chat for you to paste into — neither Anthropic nor OpenAI documents a
URL parameter that pre-fills one. And nothing here works until the Zywave MCP is connected
in the tool you paste into: start there if you
have not done that yet.
Discover new prospects
Search Zywave's market data for companies and households you don't work with yet.
Employee Benefits
Show me companies in Illinois brokered by [competitor] that offer medical and dental plans.
Swap [competitor] for your own.
Employee Benefits
List Minnesota manufacturers with 250+ employees renewing their benefits in Q4.
Employee Benefits
Find employers with a PEO relationship and more than 50 employees near Milwaukee.
Employee Benefits
Show me groups using [carrier] for medical, sorted by employee count.
Swap [carrier] for your own.
Commercial (P&C)
Find trucking companies near Milwaukee with DOT violations and 10 or more vehicles.
Commercial (P&C)
Show me manufacturers in Wisconsin with $10M–$50M in revenue that aren't our clients.
Commercial (P&C)
List construction firms renewing their general liability in the next 90 days.
Commercial (P&C)
Find accounts placed with [competitor] that carry both workers' comp and commercial auto.
Swap [competitor] for your own.
Commercial (P&C)
Show me Wisconsin businesses with OSHA violations in [industry].
Swap [industry] for your own.
Personal Lines
Find households in the 53092 and 53097 ZIP codes with total property value between $750K and $2M.
Personal Lines
Show me Wisconsin households with property valued over $1M that have an email on file.
Personal Lines
Find high-value households across Minnesota and Wisconsin.
Personal Lines
Find homes valued over $2M I could approach about umbrella coverage.
Personal Lines
Pull households by ZIP code for a farming campaign.
Research before you engage
Generate a deep brief on one company or household before you reach out.
Employee Benefits
Generate a benefits research brief on Acme Manufacturing in Green Bay, WI.
Employee Benefits
Generate a benefits brief on Midwest Metal Works in Waukesha, WI.
Employee Benefits
Profile a finalist group before my Thursday meeting.
Employee Benefits
Give me a benefits brief on [company] — plans, carriers, and filings.
Swap [company] for your own.
Commercial (P&C)
Generate a P&C research brief on Riverside Freight in Madison, WI.
Commercial (P&C)
Generate a commercial brief on Great Lakes Contracting in Racine, WI.
Commercial (P&C)
Give me a brief on [company] before I cold-call them.
Swap [company] for your own.
Commercial (P&C)
Profile [company] — coverages, fleet, and violations.
Swap [company] for your own.
Personal Lines
Generate a personal-lines brief on the Anderson household in Mequon, WI.
Personal Lines
Give me a brief on the Reyes household before I reach out.
Personal Lines
Profile a high-value household I just found.
Personal Lines
Pull a household brief with property and owner details.
Manage your book of business
Look up, create, and update accounts and contacts in your CRM.
Employee Benefits
Which of my benefits clients have 500–999 employees?
Employee Benefits
Add a benefits prospect: Lakeshore Logistics, 120 employees, Milwaukee WI.
Employee Benefits
Find the primary HR contact on the Acme Manufacturing account.
Employee Benefits
Update the employee count on [client].
Swap [client] for your own.
Commercial (P&C)
Show me my commercial clients sized 100–499 employees.
Commercial (P&C)
Create a commercial prospect account for Riverside Freight in Madison, WI.
Commercial (P&C)
Find the primary contact at [account].
Swap [account] for your own.
Commercial (P&C)
Update the phone number on [account].
Swap [account] for your own.
Personal Lines
Find my personal-lines client John Reyes and show his contact details.
Personal Lines
Add a personal-lines prospect account for the Reyes household in Mequon, WI.
Personal Lines
Show me a client's contact details.
Personal Lines
Archive an inactive prospect account.
Pull resources to share
Pull ready-made resources from the content library to send a client.
Employee Benefits
Find an open-enrollment communication checklist I can send to a client.
Employee Benefits
Get me a plain-language ACA compliance overview for a 60-employee group.
Employee Benefits
Find an employee guide to HSAs.
Employee Benefits
Get me a COBRA notice requirements handout.
Commercial (P&C)
Find a fleet safety program resource I can share with a trucking prospect.
Commercial (P&C)
Get me a cyber liability primer aimed at small manufacturers.
Commercial (P&C)
Find a contractor's guide to additional insured endorsements.
Commercial (P&C)
Get me a workplace safety checklist for construction.
Personal Lines
Find a homeowners insurance explainer I can send to a new prospect.
Personal Lines
Get me a personal umbrella liability one-pager.
Personal Lines
Find an auto coverage basics handout.
Personal Lines
Get me a flood vs. water-backup coverage explainer.
Get answers from the library
Answer insurance questions grounded in Zywave's content, not generic knowledge.
Employee Benefits
Using Zywave's content, explain how an ICHRA differs from a traditional group plan.
Employee Benefits
What are this year's ACA affordability rules? Base it on Zywave's content.
Employee Benefits
Explain COBRA notice deadlines for a client, grounded in Zywave sources.
Employee Benefits
What must a group file on Form 5500? Answer from Zywave content.
Commercial (P&C)
Using Zywave's content, explain what a waiver of subrogation does on a GL policy.
Commercial (P&C)
What does an additional-insured endorsement cover? Use Zywave resources.
Commercial (P&C)
Explain the difference between general liability and professional liability, from Zywave content.
Commercial (P&C)
What is a fidelity bond and who needs one? Base it on Zywave sources.
Personal Lines
Using Zywave's content, explain replacement cost vs. actual cash value on a homeowners policy.
Personal Lines
What does a personal umbrella cover and exclude? Base it on Zywave sources.
Personal Lines
Explain water-backup vs. flood coverage for a client, using Zywave content.
Personal Lines
What drives a homeowners premium? Answer from Zywave content.
Launch a prospecting campaign
Build a reviewed, multi-touch email sequence to a list of prospects.
Employee Benefits
Build a 3-touch email campaign to the self-funded prospects we just found.
Employee Benefits
Set the campaign to morning sends, starting Monday.
Employee Benefits
Show me the draft emails to review before anything sends.
Employee Benefits
Rotate timeline and social-proof hooks across the touches.
Commercial (P&C)
Build a 4-touch email campaign to the trucking prospects we just found.
Commercial (P&C)
Set afternoon sends, starting next week.
Commercial (P&C)
Approve the first-touch drafts and then schedule the campaign.
Commercial (P&C)
Add a breakup email as the final touch.
Personal Lines
Build a 3-touch sequence to the high-value households we just found.
Personal Lines
Set morning sends, starting next Monday.
Personal Lines
Show me the drafts, then schedule the ones I approve.
Personal Lines
Keep the tone friendly and local.
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All 75 prompts are verbatim from
context-resources/Zywave MCP Prompt Library.html, extracted by
scripts/extract-prompts.py — not retyped.