Zywave

Zywave is a leading provider of cloud-based software solutions for the insurance industry, specifically catering to employee benefits and property and casualty insurance distribution. The company offers a suite of software-as-a-service (SaaS) tools designed to enhance agency management, client communication, compliance, and risk management. With over 15,000 users, including all of the top 100 U.S. insurance brokerages, Zywave's solutions empower brokers and their clients to improve client services, drive business growth, and promote better health and safety outcomes. By streamlining processes such as claims data analysis and pharmacy benefits management, Zywave helps its partners increase initial prospect meetings, improve close rates, and shorten selling cycles in a highly competitive market.

Christian G. Kasper

Executive Vice President and CFO

12 past transactions

Strategic Insurance Software

Acquisition in 2022
Strategic Insurance Software offers a web-based agency management system designed specifically for property and casualty insurance agencies. The platform provides a comprehensive suite of tools for client, policy, business, and financial management, as well as communication capabilities that include marketing automation and a client service portal. By streamlining workflows and enhancing operational efficiency, Strategic Insurance Software enables agencies to improve their sales and marketing efforts while ensuring a secure technological environment. The company also emphasizes technology partnerships and integrations to further enhance the digital experience for its users.

ClarionDoor

Acquisition in 2021
ClarionDoor, LLC specializes in providing cloud-based rating and quoting solutions for insurance organizations. Focused on modernizing the insurance industry, the company develops software that allows administrators and insurance companies to efficiently rate, quote, and launch products from any location. Leveraging a software-as-a-service (SaaS) delivery model, ClarionDoor employs an API platform that enhances accessibility and functionality for its clients. Founded by a team of insurance software experts, the company prioritizes adopting industry standards and delivering excellent customer service to meet the evolving needs of the insurance sector.

IBQ Systems

Acquisition in 2021
IBQ Systems is a developer of advanced insurance technology services specializing in personal lines comparative rating. The company has created a state-of-the-art software platform that facilitates real-time transactions between agents and insurance carriers. This system allows users to request files from carriers, manage policies, and communicate changes back to the carriers, positioning IBQ ahead of industry capabilities. With a focus on accuracy and efficiency, IBQ enables agents to provide precise quotes using real-time rates from carrier systems. Operating without outside investors or stakeholders, IBQ remains dedicated to its customers by actively incorporating their feedback into its platform enhancements.

Modgic

Acquisition in 2021
Modgic specializes in developing software solutions tailored for the commercial insurance sector, catering to agents, brokers, carriers, and policyholders. The company offers a comprehensive insurance application that facilitates underwriting analysis, injury analysis, renewal reviews, and modification verification. By providing tools for future projections and reserve effects, Modgic aims to bridge the knowledge gap between novice and experienced users, simplifying complex processes and enabling informed decision-making in the insurance landscape. In addition to its software offerings, Modgic also provides services related to insurance application development, workers' compensation, and modification services.

Enquiron

Acquisition in 2021
Enquiron is a provider of risk management and consultative business solutions, focusing on addressing critical challenges faced by employers. The company offers strategic services in areas such as property and casualty insurance, healthcare, and human capital management. By delivering tailored solutions, Enquiron helps clients minimize risk, ensure compliance, reduce expenses, and promote profitable growth. The organization is recognized as a trusted partner for employers seeking specific answers to their unique questions, effectively transforming the delivery and utilization of services related to Human Resources, Employment, Healthcare, Retirement, and Cyber Security.

Insurance Technologies Corporation

Acquisition in 2020
Insurance Technologies Corporation (ITC) is a provider of marketing, rating, and management software designed specifically for the insurance industry, catering to independent agents and insurance carriers. Headquartered in Carrollton, Texas, with additional offices in Seattle and Columbus, ITC offers a suite of tools that enhance business efficiency and client engagement. Its products include the Insurance Website Builder for creating optimized insurance websites, AgencyBuzz for multi-channel audience engagement, and TurboRater, which facilitates comparative rating and quoting. Additionally, ITC provides agency management solutions through Agency Matrix, streamlining various administrative tasks. The company also supports its clients with marketing services such as SEO, social media, and mobile marketing. With a client base exceeding 150 insurance companies and over 6,000 agencies, ITC aims to help its customers grow their businesses and improve operational efficiency in the competitive property and casualty insurance market. Founded in 1983, ITC operates as a subsidiary of Zywave, Inc.

Advisen

Acquisition in 2020
Advisen Ltd. is a provider of data, analytics, insights, and technology solutions specifically designed for the commercial property and casualty insurance market. Founded in 2000 and headquartered in New York City, with additional offices in Kennett Square, Pennsylvania, and London, Advisen offers a comprehensive suite of services tailored for insurers, brokers, and risk management professionals. Its products include Loss Insight, which delivers detailed information for actuarial and claims roles; Insured Insight, designed to enhance underwriting and profitability; and Market Insight, which helps organizations assess market trends and identify growth opportunities. Additionally, the company provides advanced solutions such as Cyber OverVue for cyber risk assessment and the Advisen Opportunity Scorecard for revealing protection gaps. With a robust web-based platform, Advisen delivers real-time analytics on over 15 million entities globally, serving more than 500 clients, including leading commercial insurers and law firms. As a subsidiary of Zywave, Inc., Advisen continues to adapt and expand its offerings within the insurance industry.

miEdge

Acquisition in 2019
miEdge, operating under IBIS, LLC, is a cloud-based platform that specializes in providing prospecting and data solutions tailored for the insurance industry. The company aggregates multiple data sources, such as Form 5500 data, to deliver comprehensive business intelligence. By applying sophisticated algorithms and data cleansing techniques, miEdge offers an intuitive user interface that aids insurance agents, brokers, carriers, and financial professionals in lead generation and market analysis. The platform includes features like CRM integration with major systems, a unique employer identification numbering system, and tools for pipeline management and client alerts. Additionally, miEdge facilitates pre-call research through integrations with Google and LinkedIn, and it provides mobile application access. Founded in 2010 and headquartered in New Boston, New Hampshire, with an office in Portland, Oregon, miEdge became a subsidiary of Zywave, Inc. in December 2019.

RateFactory

Acquisition in 2019
RateFactory, Inc. is an online platform based in Coeur D Alene, Idaho, that specializes in rating insurance products. Founded in 2014, it operates as a subsidiary of Zywave, Inc. The platform provides brokers and general agents with a rating engine that connects to insurance carrier quoting systems, allowing for instant quotes on small group ACA rates across various carriers and plans in specific markets. This service facilitates the quoting process and aids in the preparation of presentations for small group insurance offerings.

Code SixFour

Acquisition in 2018
Code SixFour, LLC, founded in 2013 and based in Chicago, Illinois, specializes in proposal automation and advanced predictive analytics tailored for employee benefits advisors. As a subsidiary of Zywave, Inc., the company offers a Benefits Consulting Cloud that empowers insurance agents and benefits brokers to enhance their services to employers. Its platform combines robust technology with dynamic content packages, facilitating effective research-based strategies. Code SixFour provides tools for data management, including a plan library and claims data storage, and enables the creation of essential deliverables such as Benefit Enrollment Booklets and proposal generators. Additionally, the platform supports custom insights like benchmarking and compliance analysis, which are automatically generated to assist clients and prospects. The Benefits Consulting Cloud also integrates with various other cloud platforms, enhancing its utility for users in the benefits consulting industry.

HR 360

Acquisition in 2017
HR 360, Inc. is a provider of a Software as a Service (SaaS) platform that specializes in human resource and benefits compliance guidance. Founded in 2010 and based in Norwalk, Connecticut, the company serves brokers, payroll companies, private employer organizations, and employers. The platform offers comprehensive and user-friendly resources related to both federal and state HR laws, ensuring that users can stay informed about compliance requirements. The content is created and updated by a team of attorneys, which enhances the reliability of the information provided. Additionally, HR 360 features a range of interactive tools such as a Job Description Builder, Employee Handbook Builder, and Benefits Notices Generator, designed to assist employers in effectively managing their workforce while adhering to evolving employment and benefits regulations. As of October 2017, HR 360 operates as a subsidiary of Zywave, Inc.

Intygral

Acquisition in 2015
Astonish Results provides web and insurance marketing services to help agencies grow their internal business and generate leads through the tactical use of email marketing, customer relationship management (CRM), social media construction and strategy and search engine marketing (SEM). System and sales training is also provided by Astonish Results.
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