Manage your book of business

12 prompts from the Zywave MCP Prompt Library, filed under Manage your book of business.

Look up, create, and update accounts and contacts in your CRM.

Split by line of business: 4 for Employee Benefits, 4 for Commercial (P&C), and 4 for Personal Lines. Use the filter above the grid to narrow it.

The capabilities behind these prompts

Book of business audit: Sweep every active account and contact in your CRM and return an Excel workbook of what is missing, duplicated, or stale. Read-only.
Personal lines household rounding: Which of your existing PL clients probably need an umbrella, a second-home policy, or higher limits, from what the household database knows about them.
New account onboarding: BOR letter, application, or company name in; a correctly populated Zywave account, its contacts, and a welcome packet out.
Prospect-to-account conversion: Turn the companies a prospecting skill found into CRM prospect accounts, populated and de-duplicated, in one confirmed batch.
Contact enrichment refresh: Find accounts with missing or stale contacts, preview today’s decision-makers at no cost, and enrich only the ones you approve.
Bulk account and contact import: Load a spreadsheet of companies and people into Zywave, creating the accounts first and then their contacts, with a dry run before a single write.
Renewal prep agent (placeholder entry): Works a renewal list from end to end. Pulls the accounts renewing and assembles the notice packets.
Book hygiene agent (placeholder entry): Walks your book looking for stale or missing data and proposes the fixes for you to approve.

Prompts

Copy one and paste it into your AI tool. The Zywave MCP has to be connected there first; see Deploy. The buttons copy the prompt and open a new chat; they cannot pre-fill it, because neither Anthropic nor OpenAI documents a URL parameter for that.