Prefill your forms from Zywave data and update your Zywave records with form data.
Zywave is a software company headquartered in Milwaukee, Wisconsin, specializing in providing software-as-a-service (SaaS) products primarily for insurance brokers and financial planners. The company offers a wide range of solutions including agency management, data analysis, compliance, risk management, and marketing tools.
Founded in 1995, Zywave started as a part of a regional insurance brokerage and has evolved into a leader in digital quoting and digital distribution in the insurance industry. The company supports digital workflows from prospecting to renewals, offering automated tools and data-driven solutions that help insurance agents and brokers manage customer relationships more effectively. Their platform facilitates the digital distribution of insurance, including quote generation and policy binding, across personal, commercial, and benefits lines.
Zywave is noted for its integrated approach to insurance technology, which includes a comprehensive database for prospecting and targeted marketing, a client portal for education and risk mitigation, and a content management system that allows insurers to directly communicate updated product information to brokers.
Navigate to the Feathery form that you want to connect to Applied Epic. Click on the Integrations tab.
Open the Applied Epic integration and authenticate your Applied Epic account.
Choose what Feathery fields to map to Applied Epic record properties for prefilling and creating/updating.
Click Connect. Your integration is now live and ready to go!