Strategic Insurance Software

What Strategic Insurance Software does

Strategic Insurance Software, operating commercially as Zywave, is a US-based insurance technology company founded in 1995 and headquartered in Milwaukee, Wisconsin. Its core product is Partner Platform, a SOC 2 Type II certified, cloud-based agency management system purpose-built for mid-market commercial and mixed-line insurance agencies, with stated support for agencies ranging from roughly 10 employees to multi-location firms with 200+ employees. The platform centralizes client records, policy lifecycle management, integrated accounting, document control, and email capture (via Outlook) into a single environment, replacing the patchwork of legacy enterprise AMS tools, generic CRMs, and standalone quoting systems that mid-sized agencies have historically stitched together.

The company monetizes through annual SaaS subscriptions on a quote-based pricing model, with publicly claimed customer outcomes of 40-70% AMS spend reduction versus legacy platforms (Applied Epic, Vertafore AMS360), 50-80% reduction in quoting and servicing time, 95% user adoption within 90 days, 6.9% increases in new active policies without added overhead, and revenue forecasting accuracy up to 95%. Beyond the core AMS, the platform layers TurboRater (personal lines quoting with two-way data flow into Partner Platform), miEdge (insurance prospect database), Zywave Apex (agentic AI platform built around Producer Agent and Advisor Agent), MCP (Model Context Protocol connectors to Claude, Copilot, and ChatGPT), Content Cloud, Loss Insight, Market Basket, Cyber Quoting, MGA Hub, ModMaster, Benefits CPQ, Enterprise Quoting, and Zywave Websites, the latter positioned as the largest US provider of insurance agency websites. Distribution combines direct enterprise sales targeting commercial and mixed-line agencies, an API-first motion for embedded insurance distribution, and a channel partner network of regional agencies and brokers, supported by content marketing, webinars, and the regional Insuring Growth event series in Dallas, Chicago, and Milwaukee. Named customer case studies include Sahouri Insurance, Redwood Credit Union, World Insurance Associates, RightSure Insurance (24,000 policies and $100M in premiums issued via Zywave-powered quoting), and Decisely Insurance Services.

Name

Strategic Insurance Software

Legal name

Zywave

Website

https://sispartnerplatform.com

Company type

Private

Founded year

1995

Operating status

Operating

Headcount range

11–50 employees

Short description

Strategic Insurance Software (operating as Zywave) provides a cloud-based agency management system (Partner Platform) plus quoting, prospect data, and agentic AI tools for mid-market US commercial and mixed-line insurance agencies.

Ownership category

akta.pro rank

Product category

Insurance Agency Management Software

NAICS

Insurance Agencies and Brokerages (52421), Software Publishers (513210), Computer Systems Design and Related Services (54151)

SIC

Insurance Agents, Brokers & Service (6411), Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro industry

PRIMARYFSAGAGAB

Policy Administration, Underwriting & Rating Platforms (Core Insurance SaaS)

Financial & Insurance/Financial Technology (Fintech)/Insurtech Platforms (Digital Insurance Enablement)

SECONDARYFSAGAGAD

Customer Engagement, CRM & Agent/Broker Enablement Platforms

Financial & Insurance/Financial Technology (Fintech)/Insurtech Platforms (Digital Insurance Enablement)

SECONDARYFSAGAGAL

Embedded Insurance & Affinity Distribution Platforms

Financial & Insurance/Financial Technology (Fintech)/Insurtech Platforms (Digital Insurance Enablement)

Keywords

• Insurance agency management
• Agency management software
• Commercial insurance platform
• Insurance workflow automation
• Insurance quoting software

Headquarters

HQ city

Columbus

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. SaaS Subscription: Cloud-based agency management system delivered as subscription service with annual billing. Pricing based on agency size with no forced upgrades or pricing tiers. Supports scaling from 10-person agencies to multi-location firms with 200+ employees.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Strategic Insurance Software (SIS) provides the Partner Platform, a cloud-based insurance agency management system designed for commercial and mixed-line insurance agencies. The platform unifies the end-to-end agency workflow—from commercial lines quoting and policy issuance to document management, customer management, marketing automation, and carrier connectivity—into a single SaaS application that operates on any device. It also integrates with insurers, comparative raters, accounting tools, and the broader Zywave product suite.

Product overview

Zywave is an insurance technology company offering a comprehensive platform-plus-modules architecture for insurance distribution. The core platform includes Partner Platform (cloud-based agency management system for commercial and mixed-line agencies) integrated with TurboRater (personal lines quoting). The product portfolio spans insurance carrier solutions (Loss Insight, Market Basket, ClarionDoor, Rating/Quoting/Connectivity, Content Distribution, Client Engagement Suite), broker and MGA solutions (miEdge, Marketing Automation, Zywave Websites, Commercial Analytics, ModMaster, Benefits CPQ, TurboRater, MGA Hub, Cyber Quoting, Enterprise Quoting, BrokerageBuilder, Partner Platform, Agency Matrix, Content Cloud, ClientCloud), and AI-powered solutions via Zywave Apex platform (Producer Agent, Advisor Agent, MCP). All solutions share data integration through APIs and support insurance workflows from prospecting through renewal and servicing.

Differentiator

Problem solved

Functional benefit

Brands

• Partner Platform: Cloud-based insurance agency management system for commercial and mixed-line agencies that centralizes client relationships, policy management, accounting, document control, and daily operations.

Products and services

• Partner Platform Cloud-based agency management system for commercial and mixed-line insurance agencies that consolidates prospecting, quoting, policy binding, document management, customer management, marketing automation, accounting, mobile access, and reporting into a single platform, with pre-built integrations to carriers, comparative raters, and third-party tools.

Quantifiable outcome

• 40%+ reduction in annual AMS spend
• +7 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration5 records

AI capability7 records

Feature11 records

Partnerships

Two partnerships are on record, tiered core and supporting.

• TurboRatercoreTechnology or IntegrationNative two-way integration between Partner Platform and TurboRater quoting system. Home and auto policy details including coverage, limits, premiums, payment details, insured data, and policy effective dates transfer automatically from quote to bound policy without manual re-entry.
• Microsoft OutlooksupportingTechnology or IntegrationOutlook integration for automatic capture of all client emails both inbound and outbound, recorded in the right account for E&O protection and team visibility.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vertafore: Vertafore's AMS360 and Sagitta products are the dominant agency management systems in the US commercial insurance market and the direct competitor Zywave explicitly benchmarks Partner Platform against on cost and functionality.
• Applied Systems: Applied Epic and Applied Mobile are the leading cloud-based AMS platforms for mid-market and enterprise insurance agencies — Zywave positions Partner Platform on 40-70% lower TCO against Applied Epic as a core wedge.
• EZLynx: EZLynx is a personal lines quoting and agency management platform that overlaps with Zywave's TurboRater and Partner Platform offerings, targeting the same independent insurance agency channel.
• HawkSoft: HawkSoft is a direct AMS competitor focused on independent insurance agencies in the small-to-mid-market segment, competing on workflow automation and ease of use — the same positioning Zywave emphasizes.

Emerging players

• Tarmika: Tarmika is a multi-carrier commercial lines quoting platform for independent agencies, competing with Zywave's TurboRater and MGA Hub on workflow-integrated rating and quoting.
• NowCerts: NowCerts is a modern cloud-based AMS competing in the same small and mid-market agency segment as Partner Platform, with a focus on ease of implementation and integrated comparative rater workflows.

Broad incumbents

• Duck Creek Technologies: Duck Creek is an established core insurance SaaS provider for policy administration, billing, and claims at carriers and MGAs — overlapping with Zywave's ClarionDoor and Loss Insight products at the carrier side.
• Guidewire: Guidewire is the leading core insurance platform suite (PolicyCenter, BillingCenter, ClaimCenter) used by carriers worldwide — relevant as a broader incumbent in the insurance software ecosystem where Zywave plays in distribution.
• Salesforce (Financial Services / Insurance Cloud): Salesforce is a broad CRM and industry-cloud incumbent increasingly targeting insurance distribution with Financial Services Cloud and agent-facing workflows — a potential horizontal competitor to Zywave's CRM and agent enablement capabilities.
• HubSpot: HubSpot's CRM and marketing automation platform is commonly used by insurance agencies for client engagement and marketing — adjacent competition for Zywave's Marketing Automation and Client Engagement Suite products.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat7 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/sis_partnerxe
• Facebookfacebook.com/sis-partner-xe-agency-management-system-131089760288503
• LinkedInlinkedin.com/company/38179

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Strategic Insurance Software