Zywave
Overview
Prefill your forms from Zywave data and update your Zywave records with form data.
What you need
Background
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.
How to set up
Navigate to the Feathery form that you want to connect to Applied Epic. Click on the Integrations tab.
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Open the Applied Epic integration and authenticate your Applied Epic account.
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Choose what Feathery fields to map to Applied Epic record properties for prefilling and creating/updating.
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Click Connect. Your integration is now live and ready to go!
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What’s a Rich Text element?
The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.
Static and dynamic content editing
A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!
How to customize formatting for each rich text
Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the
"When inside of" nested selector
system.
This is a H6
- This is a list item
- This is another list item here
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