Your AMS. Your Agency. Powered by AI.

Built for Partner Platform users, a full day of industry insight, product strategy, and practical takeaways on where your AMS is going and how to stay ahead.

Registration Fee
$99

About This Event

Zywave will bring together agency leaders, producers, and Partner Platform users to explore how artificial intelligence is reshaping agency management and what it means for the way you run and grow your business.

This event agenda moves from big-picture industry trends to hands-on product strategy, giving attendees a clear view of where insurance technology is headed and how to get ahead of it. Featuring expert speakers on sales acceleration, a first look at Zywave Apex, and the latest from Zywave's product team — including an inside look at Advisor Agent results and a first look at Service Agent — and practical sessions on AI, workflow efficiency, and pipeline growth, this is a day built for agencies that are serious about what comes next.

Agency owners and operators alike will leave with a stronger understanding of how to maximize the value of their AMS, how AI is being embedded into the tools they already use, and what investments Zywave is making on their behalf.

What You'll Experience

Expect a full day of industry insight, product strategy, and practical takeaways built around where agency management and AI are heading and what it means for your business.

Sessions will cover the big picture — where insurance technology is going, how AI is reshaping the way agencies operate, and what separates the agencies that are thriving from those that are falling behind. You'll get an honest look at the competitive landscape and the technology trends that are redefining client expectations across the industry.

From there, we get specific. Hear directly from Brett Cleveringa, Zywave's VP of Product Management for AMS, on the Partner Platform roadmap — what we're building, why we're building it, and what's coming in the next 12–24 months, including Zywave Apex, Zywave's AI platform built on a simple idea: spend less managing your AMS, invest more growing your agency. You'll see how AI is already embedded in your AMS today and learn how to put it to work immediately. And you'll walk away with practical workflows, best practices, and growth strategies that high-performing agencies are using right now to save time, win more business, and retain more clients.

Beyond the sessions, the day is built for connection. A networking lunch brings together agency owners, producers, operations leaders, and CSRs for real conversations with peers who are navigating the same challenges. Optional afternoon sessions give you the chance to go deeper on the topics most relevant to your role and your agency.

Whether you're running the business, managing the team, or working in Partner Platform every day, there's something here for you.

Event Agenda

8:00 AM          Doors Open | Breakfast & Networking

Start the day with a hot breakfast and time to connect with fellow Partner Platform users, Zywave team members, and agency leaders from across the region.

9:00 AM          Welcome & Opening Remarks

Kick off the day with a look at why this moment matters for insurance agencies and what to expect from the sessions ahead. We'll set the context for the day — where the industry is, where Zywave is investing, and why AMS and AI belong in the same conversation.

9:15 AM         Keynote: The Future of AMS - Zywave's Vision & the Apex™ Opportunity

The insurance industry is at an inflection point. AI is no longer a future consideration — it's reshaping how agencies operate, serve clients, and compete for business right now. This keynote opens with the big picture: where agency management systems are heading, what the most forward-thinking agencies are doing differently, and why technology decisions made today will define agency performance for years to come. From there, Brett Cleveringa, Zywave's VP of Product Management for AMS, will walk through Zywave's AI story — anchored by Zywave Apex, Zywave's AI platform for the insurance industry — including a look at Advisor Agent results and a first look at Service Agent. You'll hear how AI is being woven into the fabric of Partner Platform, from intelligent workflows and automation to agentic AI capabilities that handle tasks your team shouldn't have to think about.

10:00 AM          What's New in Zywave: Recent Innovations & Product Updates

Zywave has been investing heavily across the platform — and this session is your chance to see what's shipped, what's improved, and what those updates mean for your agency day to day. Hear directly from Zywave's product team on the innovations that are actively in market right now.

10:45 AM         Morning Break

Grab a coffee, stretch, and connect with fellow attendees.

11:00 AM          Customer Panel: Real Agencies, Real Results

Hear directly from Partner Platform users who are putting the platform to work in their agencies every day. No scripts, no sales pitches — just honest conversation from people navigating the same challenges you are. Come with questions.

12:00 PM          Networking Lunch

Step away from the sessions and connect over a sit-down lunch. Whether you’re looking to swap best practices with a peer, continue a conversation from the morning, or connect with the Zywave team, this is your time. Lunch is included with your registration.

Afternoon Breakout Sessions

          TRACK A: Product Users

          TRACK B: Organization Owners & Leaders

1:00 PM      Partner Platform Best Practices

Getting the Most From Your Investment — a power-user session covering the features and workflows that high-performing agencies rely on every day, with a focus on recent product innovations.

1:00 PM      Sales Strategy for Agency Growth

A thought leadership session featuring an expert speaker on sales strategy, agency growth, and what the best-run agencies are doing differently.

1:45 PM      Accounting Deep Dive

Commissions, Reconciliation & Financial Performance — a focused, practical session on making Partner Platform’s built-in accounting work harder for your agency.

1:45 PM      Market Trends, AI & Technology  Investment

A CIO-level conversation on where the insurtech market is heading, how agencies should be thinking about technology investment, and Zywave’s perspective on what’s coming next.

2:30 PM          Brief Break

Take a quick break to stretch before we regroup all together to close out the day.

2:45 PM          Sneak Peek: What's Coming Next for Zywave & Closing Remarks

We'll bring the day home with a recap of the key themes, the most important takeaways to bring back to your agency, and a look at how to keep the momentum going. We'll cover how to get the most out of your Zywave partnership, what resources are available to you, and how to stay connected to the community of agencies winning with Partner Platform.

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