Zywave miEdge review for insurance agents: data, pricing and permitted use
Zywave miEdge is a prospecting and market data tool covering commercial, benefits and personal lines. It draws on workers comp, Form 5500, DOT and OSHA records plus household data.
You can use it as an app, inside your CRM or through bulk files and an API. Prices come by quote.
- Best for
- Larger agencies and carriers that want commercial, benefits and personal lines data inside their CRM
- Data type
- Workers comp, Form 5500, DOT and OSHA filings plus household data
- Renewal date
- X-date fields built from many sources, some interpolated
- Lines
- Commercial, workers comp, benefits and personal lines
- Price
- Quote only
- Delivery
- Web and mobile app, CSV, Salesforce, Microsoft Dynamics and an API
- Trial or sample
- Demo on request. No trial or sample
Our take
miEdge fits a larger agency or carrier that wants one source for commercial and benefits prospects inside Salesforce or Dynamics. The market share views also help with planning.
Prices and license terms come only through sales. Use the demo to get both in writing and to check where a few x-dates come from.
Pros
- Commercial, benefits and personal lines in one tool
- Nightly matching in Salesforce and Dynamics
- Bulk monthly files and a REST API
- Market share views by carrier and broker
Cons
- No posted prices
- Filed and interpolated dates aren't told apart
- No public license terms
Data sources and dates
| Source | What it gives you |
|---|---|
| Workers comp filings | Policy, carrier, broker, experience mod and renewal timing |
| Form 5500 filings | Benefit plans, brokers, carriers and commissions |
| DOT records | Inspections and surety bonds |
| OSHA data | Inspections, violations and penalties |
| IRS data | Employer details |
| Private data partners | Household, property, vehicle and contact details |
- Renewal date
- X-date and renewal timing fields on commercial and benefits profiles
- How it's built
- Gathered from more than 40 sources, with gaps filled in by estimate (Zywave calls this interpolated)
Ask which dates are filed. Zywave lists x-dates but doesn't mark which ones come straight from a filing. Have the rep show you the source on a few accounts during the demo.
Coverage
- Lines
- Commercial, workers comp, employee benefits and personal lines
- Prospect type
- Employers and households found in records, not people asking for quotes
- States
- All 50 for commercial and benefits analysis
- Record count
- More than 4 million employers
Counts from the miEdge product page in October 2026. It also lists 85 million households.
Fields, filters and sample
Fields you get
- Benefit plan and commission details
- Company or household
- Current broker and carrier
- DOT inspections and bonds
- Experience mod
- Industry and location
- OSHA violations and penalties
- Workers comp policy details
- X-date and renewal timing
Filters
- Broker
- Carrier
- Company
- Compliance flags
- Industry
- Line of business
- Location
- PEO, TPA and actuary
- Renewal window
Freshness and accuracy
- Update schedule
- Bulk files monthly. CRM matches nightly with a full rematch each month
Pricing, credits and exports
| Option | What you get | Price |
|---|---|---|
| miEdge App | Web and mobile search, saved searches, alerts, map view and list export | Quote only |
| miEdge Analytics | Carrier, broker and industry market share views | Quote only |
| Data Portal | Monthly bulk CSV files, or the same by API | Quote only |
| CRM integration | miEdge data inside Salesforce or Dynamics | Quote only |
| Lead Insights API | Employer profiles and benefit plan data by REST API | Quote only |
Zywave posts no prices for miEdge. You get a quote after a demo.
Permitted use
Zywave posts no miEdge license. Its website terms cover only the website, so get use, sharing and resale terms in your order form.
Delivery and connections
| Connects to | Type | What it does |
|---|---|---|
| Salesforce | CRM | Matches new accounts and leads nightly and rematches everything monthly |
| Microsoft Dynamics | CRM | Same matching as Salesforce |
| Lead Insights API | API | Live REST access to employer and benefit plan data |
| Data Portal | File | Monthly CSV files that can also feed an agency system or data lake |
Search, lists and alerts
- Search
- Companies, brokers and carriers with insurance filters
- Saved searches
- Yes
- Alerts
- Renewal window and compliance alerts
- Map
- A map view of results
- Analytics
- Market share by carrier, broker, industry, line and year
Getting started
Book a demo
Zywave runs a free demo with no commitment.
Pick your lines
Commercial, benefits, personal lines or a mix.
Choose how you get data
App, CRM integration, bulk files or API.
Plan setup
Zywave assigns a project manager and training sessions.
Zywave support runs 7:30 a.m. to 6 p.m. Central Monday to Thursday and to 5 p.m. Friday.
Zywave miEdge alternatives
- Insurance XdateFrom $100 a user each monthPosted prices and a free trial for workers comp prospecting
- BenefitFlowQuote onlyBenefits and commercial data with CRM sync
- Judy DiamondFrom $300 a state each yearBenefits data bought one state at a time
- PollyAIFrom $39 a month plus statesA low-cost trucking option
See every option in insurance data providers.
Frequently asked questions
How much does Zywave miEdge cost?
Zywave doesn't post prices. You get a quote after a demo.
Are miEdge x-dates filed?
Some come from filings and some are interpolated. Zywave doesn't flag which is which.
Does miEdge work with Salesforce?
Yes. It matches new accounts nightly in Salesforce or Dynamics and rematches everything monthly.
Does miEdge cover personal lines?
Yes. A personal lines version covers households, property and vehicles.
How we researched this review. We based this review on the product pages published by Zywave miEdge, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan Zywave miEdge quit selling or a contract term that reads different now, let us know and send the link to the page where Zywave miEdge has it. Somebody here pulls up that page and checks it before we change anything on ours.