Zywave API
Zywave is an insurance technology platform that combines AI, rating intelligence, and commercial data to help agencies, brokers, MGAs, and carriers acquire customers, quote, and service business across the insurance lifecycle. An unofficial API lets you programmatically pull policies, accounts and contacts, quotes, benchmarking and loss data, and lead insights—and push updates like new quotes, policy records, and content distribution back into Zywave products such as BrokerageBuilder, Agency Matrix, and the Sales Cloud.
What is Zywave?
Zywave is an insurance technology platform that combines AI, rating intelligence, and commercial data to help agencies, brokers, MGAs, and carriers streamline operations and drive growth across the front office. Agencies and brokers use Zywave to acquire new customers, deliver quotes, distribute content, and service clients; carriers and MGAs use it to roll out products, price risk, and benchmark losses—with more than 15,000 insurers, agencies, and brokerages worldwide, including all of the top 100 U.S. insurance brokerages, on its solutions.
Core product areas include:
- Broker & MGA solutions (BrokerageBuilder, Agency Matrix, MGA Hub, Enterprise Quoting, Benefits CPQ, Cyber Quoting, TurboRater)
- Carrier solutions (Loss Insight, Market Basket, ClarionDoor, miEdge, Client Engagement Suite, Content Distribution)
- Sales Cloud and ClientCloud (prospecting, marketing automation, Zywave Websites, Content Cloud, client service)
- Agentic AI agents for prospecting, quoting, renewal, and servicing workflows
- Commercial Analytics, ModMaster, and benchmarking powered by proprietary datasets
Common data entities:
- Accounts, Contacts, Clients, and Prospects
- Policies, Coverages, and Renewals
- Quotes, Proposals, and Rating Worksheets (TurboRater, Enterprise Quoting, Benefits CPQ)
- Benchmarking and Loss data (Loss Insight: Cyber, D&O, EPLI, Casualty)
- Lead Insights employer profiles, miEdge data, and content assets
The Zywave Integration Challenge
Agencies, brokers, and carriers run daily front-office workloads on Zywave, but turning its portal- and product-driven workflows into reliable API-driven automation is non-trivial:
- Fragmented product suite: Quoting, brokerage management, benchmarking, and content each live in separate products (TurboRater, BrokerageBuilder, Loss Insight, Content Cloud) with their own object models and IDs
- API entitlement gates: Public APIs like the Policy, Lead Insights, and Benchmark Analysis APIs are surfaced through the Sales Cloud and require the right product subscription and credentials before access
- Variable coverage: API surface differs by product, plan, and dataset—some workflows are only reachable through the authenticated UI
- Authentication complexity: SSO and MFA are common across broker and carrier deployments and complicate headless automation
- AMS and CRM stitching: Connecting Zywave to Vertafore, Salesforce, Dynamics 365, and other systems requires consistent account, contact, and policy mapping across tenants
- Dataset licensing: Loss Insight, miEdge, and Lead Insights data carry their own access scopes and usage terms that must be respected per integration
How Supergood Creates Zywave APIs
Supergood reverse-engineers authenticated browser flows and Zywave's published API surface to deliver a resilient, normalized API layer across BrokerageBuilder, Agency Matrix, the Sales Cloud, and Zywave's quoting and data products—so you integrate once instead of wiring up each product separately.
- Handles username/password, SSO, and MFA (SMS, email, TOTP) securely
- Maintains session continuity with automated refresh and change detection
- Normalizes responses across accounts, policies, quotes, benchmarking, and lead data so you rely on consistent objects
- Aligns with your product subscriptions, dataset entitlements, and tenant configuration to ensure compliant access
Use Zywave with AI agents: Zywave MCP Server →
Getting Started
- Schedule Integration Assessment
Book a 30-minute session to confirm your Zywave products, datasets, and authentication model.
- Supergood Generates and Validates Your API
We deliver a production-ready Zywave adapter tailored to your product subscriptions and entitlements.
- Deploy with Monitoring
Go live with continuous monitoring and automatic adjustments as Zywave evolves.
API Endpoints
Authentication
/authenticateAuthenticate to a Zywave tenant using username/password, SSO, or MFA and obtain a session token for downstream calls.
Accounts
/accountsList accounts and contacts across BrokerageBuilder and the Sales Cloud with filters for status, owner, and book of business.
Policies
/policiesRetrieve policy records and coverages, enabling key policy information to flow between AMS, CRM, and carrier systems.
Quoting
/create_quoteGenerate a quote through TurboRater, Enterprise Quoting, or Benefits CPQ with carrier-direct pricing.
Analytics
/benchmarksPull benchmarking and loss analysis data from Loss Insight, including Cyber, D&O, EPLI, and Casualty loss data.
Leads
/lead_insightsQuery Lead Insights employer profiles and miEdge data with firmographic and benefits-plan filters for prospecting.
Use Cases
Sync accounts, contacts, and policies across your tech stack
- Pull accounts, contacts, and policy records from BrokerageBuilder and the Sales Cloud into a single warehouse - Push updates between Zywave and Vertafore, Salesforce, or Dynamics 365 to create one source of truth - Keep renewals and coverage changes synchronized across AMS, CRM, and carrier portals
Automate quoting and proposal workflows
- Trigger personal lines, commercial, and group benefits quotes through TurboRater, Enterprise Quoting, and Benefits CPQ - Return carrier-direct pricing and proposals into your existing portal without manual rekeying - Route declines, referrals, and bound quotes to producers and clients automatically
Feed benchmarking and loss analytics downstream
- Pull Loss Insight Cyber, D&O, EPLI, and Casualty loss data into your benchmarking tools - Surface peer benchmarks and commercial analytics inside client-facing proposals - Stream renewal and exposure insights to BI and risk-management dashboards
Power prospecting with lead and content data
- Query Lead Insights employer profiles and miEdge data to build targeted prospect lists - Distribute expert content and marketing campaigns through Content Cloud and marketing automation - Sync engagement signals back to CRM to prioritize outreach
Technical Specifications
Authentication
Username/password, SSO, and MFA (SMS, email, TOTP) handled in a managed session
Connectivity
Authenticated browser flows plus Zywave's published open APIs surfaced through the Sales Cloud where exposed by your subscription
Response format
Normalized JSON across accounts, policies, quotes, benchmarking, and lead data objects
Rate limits
Adaptive throttling tuned to your tenant to avoid Zywave-side limits
Session management
Automatic session refresh, MFA replay handling, and credential rotation
Data freshness
Near real-time pulls for accounts, policies, and quotes with optional scheduled batch syncs
Security
Encrypted credential vault, scoped access tokens, SOC 2-aligned controls, and audit logging
Webhooks
Event-style callbacks for new quotes, policy changes, renewals, and lead updates
Latency
Sub-second reads on cached entities; multi-second writes when posting through quoting workflows
Throughput
Horizontally scaled workers sized to multi-product volume across brokerage, quoting, and data products
Reliability
Retry, backoff, and idempotency keys for quote submissions and policy updates
Adaptation
Continuous monitoring of Zywave product releases, API changes, and dataset entitlement drift
Frequently asked questions
Supergood normalizes data across Zywave's broker and carrier products—including BrokerageBuilder, Agency Matrix, the Sales Cloud, TurboRater and Enterprise Quoting, Loss Insight benchmarking, and Lead Insights—so you can integrate accounts, policies, quotes, and data once across your subscribed products.
Supergood works with your existing Zywave product subscriptions and authenticated sessions. Access to specific APIs and datasets like Loss Insight or Lead Insights depends on the entitlements already included in your plan.
Yes. Zywave is built on open API architecture, and Supergood maps accounts, contacts, and policies consistently so data flows between Zywave and systems like Vertafore, Salesforce, and Microsoft Dynamics 365 without rip-and-replace.
Yes. Supergood can trigger quotes through TurboRater, Enterprise Quoting, and Benefits CPQ and return carrier-direct pricing and proposals into your existing platform programmatically.
Loss Insight benchmarking data—including Cyber, D&O, EPLI, and Casualty losses—is exposed through the same normalized API surface, so peer benchmarks sit alongside your account, policy, and quote entities subject to your dataset entitlements.