WORKS ALONGSIDE ZYWAVE
Win it in Zywave. Serve it on SoterAI.
Zywave's prospecting agents, quoting and benefits CPQ get the account in the door. SoterAI picks it up from there: the risk-control report, the claims advocacy, the loss-run analysis, the renewal analysis and the stewardship report, each in your template and cited to the source. Where the two meet, in producer preparation, use whichever your producers already open.
Zywave
- Prospect identification and lead scoring
- Quoting and rating
- Benefits CPQ
- Producer Agent in Outlook
SoterAI
- Risk-control report and claims advocacy
- Loss-run and renewal analysis
- Stewardship report
- Workflows your team builds
How they fit together
Each product keeps its own job.
Zywave
Find and quote
- Prospect identification and lead scoring
- Producer Agent in Outlook
- TurboRater quoting
- Benefits CPQ
Either one
Prepare and present
- Zywave research and enrichment
- SoterAI Client Discovery
- SoterAI Industry Crash Course
- SoterAI Client Presentations and Role-Play Simulator
SoterAI
Serve and renew
- Risk control
- Claims
- Account management
- Benefits analysis and stewardship
- Custom workflows
The handoff is the client record. SoterAI's records hold what the service team needs from the pitch.
Side by side
The facts, next to each other.
Prospecting and lead scoring
- Zywave
- Zywave agents
- SoterAI
- Signal Finder, Client Discovery
Quoting and rating
- Zywave
- TurboRater, Benefits CPQ
- SoterAI
- Not SoterAI's job
Proposals
- Zywave
- Zywave multi-line proposals
- SoterAI
- Client Presentations; proposal builders as custom workflows
Benefits renewal analysis, funding, network and pharmacy review
- Zywave
- Not Zywave's focus
- SoterAI
- Fifteen benefits workflows
Risk control, claims advocacy, loss runs, contract review
- Zywave
- No
- SoterAI
- Yes
Custom workflows your team builds
- Zywave
- No
- SoterAI
- Yes
Where each is the better choice
Pick the one that fits the job.
Where Zywave is the better choice
Prospect lists, outreach cadences, rating and quoting, and benefits proposals generated from a census. If your producers live in Zywave, keep them there and hand the account to SoterAI at the win.
Where SoterAI is the better choice
Anything that starts from a document after the account is won, anything that needs to land in your own template with citations, and anything your team wants to build itself.
Frequently asked questions.
Sources
- Zywave Winter 2026 release (businesswire.com, Feb 2026)
- Zywave Summer 2026 AI platform expansion (fintech.global, Jul 2026)
Based on public information as of October 2026.
Product names are the property of their respective owners; SoterAI is not affiliated with or endorsed by them unless stated. This page is provided for independent comparison purposes.
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