Zywave

Zywave leads the insurance tech industry, fueling business growth for its partners with cloud-based sales management, client delivery, content, and analytics solutions. More than 15,000 carriers, agencies, and brokerages worldwide including all of the top 100 U.S. insurance brokerages use Zywave solutions to enhance client services, achieve business growth and promote greater health, wellness, risk management, and safety.

Christian G. Kasper

EVP, CFO

10 past transactions

IBQ Systems

Acquisition in 2021
IBQ has truly taken the saying “built from the ground up” to heart. We are now in our third generation of a completely state of the art software platform. The system is built as a transactional platform and has been our vision from day one. Our system has the ability to request a file from the carrier, bring it in, provide the agent or policyholder the ability to manage the policy, and send the change back to the carrier. This transactional vision is years ahead of the industries capabilities however IBQ is ready when the carriers capabilities catch up. Since inception, IBQ has flourished as a true “real time” rater, allowing agents the accuracy and efficiency of quoting their clients using rates returned by the carrier systems. With no investors or stakeholders, IBQ has stayed true to our customers, listening and making changes to comments, opinions and feedback.

Modgic

Acquisition in 2021
Modgic provides software, insurance, insurance application development, CRM, workers compensation, and modification services.

Enquiron

Acquisition in 2021
Enquiron is a provider of risk management and consultative business solutions. Enquiron has revolutionized the way that services impacting Human Resources, Employment, Healthcare, Retirement, Cyber Security, and more are delivered to and utilized by employers. Enquiron is a trusted partner to organizations that need specific answers to specific questions.
Insurance Technologies Corporation (ITC), a leading provider of marketing, rating and management software and services to the insurance industry, including independent agents and insurance carriers. Headquartered in Carrollton, Texas, ITC helps its customers across the United States grow their businesses and become more efficient through the philosophy of providing quality software and services. Currently, ITC serves more than 150 insurance companies and more than 6,000 agencies.

Advisen

Acquisition in 2020
Advisen Ltd. provides insight into underwriting, marketing and purchasing commercial insurance. Advisen's web-based workstation incorporates real-time analytics and research on over 15 million entities around the globe, subsidiaries, and thousands of industries. Advisen currently serves over 500 leading commercial insurers, insurance brokers, risk management departments of major corporations, law firms and other related organizations. Proprietary offerings of the Advisen service include Program/Policy Large Loss Data Benchmarking, Custom Templates for Underwriting Work-ups, Company and Industry Research, Loss & Risk Analysis, Management Portfolio Analysis and Policy Wording Comparison. Headquartered in New York City, Advisen was established in 2000 by a team of seasoned insurance and technology professionals. Today, Advisen is backed and funded by some of the commercial insurance industry's most recognized and respected executives.

miEdge

Acquisition in 2019
miEdge is the premier provider of prospecting and data solutions specifically designed for the Insurance industry. Employee Benefits, Property & Casualty, and Financial professionals rely on miEdge for their prospecting intelligence. Top US Brokers & Carriers rely on the accuracy of their data to identify leads, research competitors and understand market dynamics to grow their business.

RateFactory

Acquisition in 2019
RateFactory is a small group rating engine linked to insurance carrier quoting systems. RateFactory offers an online platform to Brokers and General Agents for instantly quoting small group ACA rates for all carriers and plans available in a given market.

HR 360

Acquisition in 2017
HR360, a provider of HR and benefits compliance software for brokers, payroll companies, private employer organizations (PEOs) and employers. HR360 is an SaaS platform that provides comprehensive, easy-to-navigate human resource and benefits compliance guidance and news on both federal and state HR laws. Written and maintained by a team of attorneys, HR360's HR library enables employers to successfully manage their employees while complying with ever-changing employment and benefits laws. HR360 also features a variety of interactive HR tools, including a Job Description Builder, Employee Handbook Builder and a Benefits Notices Generator.

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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