List of Zywave Partner Platform Customers
Milwaukee, 53226, WI,
United States
Since 2010, our global team of researchers has been studying Zywave Partner Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Zywave Partner Platform for Agency Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Zywave Partner Platform for Agency Management include: Bluegrass Insurance Services, a United States based Insurance organisation with 20 employees and revenues of $3.0 million, Ann Arbor Insurance Associates, a United States based Insurance organisation with 10 employees and revenues of $1.0 million, Stamps Walker, a United States based Insurance organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Zywave Partner Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Zywave Partner Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Ann Arbor Insurance Associates | Insurance | 10 | $1M | United States | Zywave | Zywave Partner Platform | Agency Management | 2014 | n/a |
In 2014 Ann Arbor Insurance Associates moved to Partner XE, now Zywave Partner Platform, as their Agency Management application and became clients in May 2014. The small Michigan agency implemented the Zywave Partner Platform to centralize commercial and personal lines data, reduce clicks and improve security across client-facing operations. The implementation scope targeted front office staff and account management workflows rather than back office or enterprise integrations.
The Zywave Partner Platform deployment emphasized centralized client records and policy consolidation for both commercial and personal lines, with configuration oriented toward streamlining quoting, renewals and activity tracking consistent with Agency Management capabilities. The agency testimonial cites an Outlook plugin integration as a key module, which was used to synchronize email, contacts and calendar items into the platform to support inbox-driven activity logging and contact enrichment, delivering reported front office efficiency gains.
Onboarding and rollout completed in May 2014 and was applied across the agency’s small user base, with configuration of access controls to address the stated security objectives. Governance focused on reusing consolidated policy and client records to reduce duplicate data entry, and operational ownership rested with front office and account management functions. Outcomes reported by the agency included reduced click complexity, improved security posture and centralized commercial and personal lines data consolidation.
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Bluegrass Insurance Services | Insurance | 20 | $3M | United States | Zywave | Zywave Partner Platform | Agency Management | 2019 | n/a |
In 2019, Bluegrass Insurance Services implemented Zywave Partner Platform as its Agency Management solution, selecting Zywave Partner Platform for ease of use, personalization, and responsive support. The deployment targeted management of a mixed book of commercial and personal lines and covered agency operations, producer workflows, and client service at the 20 person Elizabethtown, Kentucky office.
Configuration emphasized client record consolidation, policy record management, document organization, and workflow automation consistent with Agency Management capabilities. Bluegrass configured personalized user views and role based task flows to streamline producer and customer service representative work around quoting and policy servicing.
The customer story highlights improved usability and ongoing service from SIS during the rollout, and the narrative notes improved daily agency operations as the primary outcome. Specific module adoption such as marketing automation or Outlook integration was not explicitly dated in the source and is treated as inferred usage from the testimonial rather than a documented integration. Governance during rollout emphasized support driven adoption and personalization to minimize disruption and align platform configuration to existing agency processes.
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Stamps Walker | Insurance | 10 | $1M | United States | Zywave | Zywave Partner Platform | Agency Management | 2025 | n/a |
In 2025, Stamps Walker implemented Zywave Partner Platform. The Zywave Partner Platform was deployed as an Agency Management solution to centralize accounting and policy administration for personal and commercial lines, and the regional deployment was led in Georgia, United States with Zywave onboarding support guiding configuration and rollout.
Implementation focused on the platform's agency accounting module and policy management workflows, consolidating agency accounting and unifying personal and commercial policy management. Configuration work consolidated accounting records and policy data into the Zywave Partner Platform and standardized reporting schemas to improve cross function visibility across finance and servicing operations.
Operational coverage centered on agency accounting and policy servicing teams within the Georgia office, with Zywave onboarding supporting data migration and go live activities. The Zywave Partner Platform was embedded into daily workflows for agents and back office staff to manage policy lifecycle events and financial postings under the Agency Management category.
Governance established centralized accounting workflows and reporting ownership within agency operations as part of the regional rollout. The implementation produced faster workflows, consolidated agency accounting, and improved reporting, and the vendor case study cites notable cost savings.
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