Looking Back: 2019 at ZywaveWe’re proud to have delivered on our 2019 promises, which were focused on innovation, integrations and continued growth.

SalesCloud

Broker Briefcase®Enhanced communications & prospecting• Enabled users to send custom messages without attaching any

Broker Briefcase content• Added new dynamic list feature—saving you time managing

your email lists

BrokerageBuilder™Streamlined commissions & data entry• Simplified complex commission tracking, ensuring you get paid

for the work that you do• Synced BrokerageBuilder with Code SixFour, reducing manual data

entry errors

Code SixFour™ & RateFactory™Elevated the entire benefits quoting process• Acquired RateFactory, providing access to the industry’s fastest small group quoting solution• Merged RateFactory data into Code SixFour, so you can get the most accurate quotes and

proposals possible• Added 640 new plans from 12 carriers and 7 new and expanded states

ContentCloud

Broker BriefcaseExpanded our industry-leading content library

www.zywave.commarketing@zywave.com

• Released P&C OneSource™, giving you access to thousandsof industry resources from trusted experts like IRMI, ISOand Rough Notes

• Launched smart content delivery using advanced machinelearning, helping content find you rather than the other way around

• Created 975 new pieces of content, bringing our total number of resources to 30,000+• Uploaded 175 Zywave-produced videos

Acquired miEdge, making us the leading

data provider in theindustry

Zywave Learning™ & MyWave Client PortalCreated unique value-adds to set your agency apart

• Launched Zywave Learning, a new learning management system, empowering you to providecost-effective training to your clients

• Added 115,700 employees to Zywave Learning• Released the Employee Handbook Builder, allowing you to create custom handbooks in minutes

ClientCloud

ModMaster® &Decision Master® WarehouseSimplified mod imports & answeredpartner requests

• Added new NCCI import tool, enabling you to extract and perform a full mod analysis in seconds• Completed 3,975 Decision Master Warehouse partner project requests

AnalyticsCloud

• Launched new tools, such as single sign-on, making iteasier than ever to manage your Zywave products

• Advanced open API, allowing data to flow freelybetween Zywave and other systems

• Added new security features to keep your datamore secure

COMMITMENT TO GROWTH

103 - Partner enhancement requests fulfilled177 - Product releases

From 2018-2019, we increased our investment in R&D by 25%.

To learn more about how these enhancements can help you drive growth,contact marketing@zywave.com.