8 Ratings
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Score 8.8 out of 100
2 Ratings
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Score 5.1 out of 100

Feature Set Ratings

    Sales Force Automation

    9.5

    17hats

    95%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    17hats ranks higher in 6/6 features

    Customer data management / contact management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Workflow management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Quote & order management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customer Service & Support

    8.0

    17hats

    80%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    17hats ranks higher in 1/1 features

    Case management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    8.0

    17hats

    80%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    17hats ranks higher in 1/1 features

    Lead management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    CRM Project Management

    9.5

    17hats

    95%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    17hats ranks higher in 2/2 features

    Task management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Customization

    10.0

    17hats

    100%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    17hats ranks higher in 2/2 features

    Custom fields

    9.9
    99%
    2 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Security

    9.5

    17hats

    95%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    17hats ranks higher in 2/2 features

    Single sign-on capability

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Role-based user permissions

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    8.0

    17hats

    80%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    17hats ranks higher in 1/1 features

    Marketing automation

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Platform

    8.0

    17hats

    80%

    Zywave Sales Cloud - Agency Management

    Feature Set Not Supported
    N/A
    17hats ranks higher in 1/1 features

    Mobile access

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • 17hats is rated higher in 1 area: Likelihood to Recommend
    • Zywave Sales Cloud - Agency Management is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    10.0

    17hats

    100%
    2 Ratings
    5.1

    Zywave Sales Cloud - Agency Management

    51%
    2 Ratings

    Usability

    9.0

    17hats

    90%
    1 Rating

    Zywave Sales Cloud - Agency Management

    N/A
    0 Ratings

    Support Rating

    8.0

    17hats

    80%
    3 Ratings
    10.0

    Zywave Sales Cloud - Agency Management

    100%
    1 Rating

    Likelihood to Recommend

    17hats

    It's great if you want to set up all of your client management so that you don't have to keep manually going through every step. It's so nice for me and my clients to have all of their forms streamlined and automated.
    Read full review

    Zywave

    prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.
    Read full review

    Pros

    17hats

    • Invoicing
    • Creating online questionnaire
    Read full review

    Zywave

    • It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
    • The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
    • Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
    • Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.
    Read full review

    Cons

    17hats

    • Prior to this I was using only Stripe for my invoices and I loved that I could see all of my recurring client payments under "subscriptions." There might be a way to do this in 17Hats, but I'm just not sure. I like to be able to quickly see all of my current clients at a glance.
    Read full review

    Zywave

    • Training for new employees and follow up for all employees.
    • Importing into agency management system is several steps.
    • Not all information on prospects is given, although most have adequate information.
    Read full review

    Pricing Details

    17hats

    Starting Price

    $45 per month

    Editions & Modules

    17hats editions and modules pricing
    EditionModules
    Starting Price$45.001

    Footnotes

    1. per month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Zywave Sales Cloud - Agency Management

    Starting Price

    Editions & Modules

    Zywave Sales Cloud - Agency Management editions and modules pricing
    EditionModules

    Footnotes

      Offerings

      Free Trial
      Free/Freemium Version
      Premium Consulting/Integration Services

      Entry-level set up fee?

      No setup fee

      Additional Details

      Usability

      17hats

      It's been really great to use with my clients, but I cannot speak to setting it up as my VA handled all of that for me. I anticipate using it for a long time.
      Read full review

      Zywave

      No answers on this topic

      Support Rating

      17hats

      It's chat based so you have to wait a bit to hear back from them but they have gotten quicker with their responses which I appreciate.
      Read full review

      Zywave

      The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.
      Read full review

      Alternatives Considered

      17hats

      No answers on this topic

      Zywave

      We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.
      Read full review

      Return on Investment

      17hats

      • ROI - Saves me time on creating invoices and questionnaires.
      Read full review

      Zywave

      • Sales team reluctant to use.
      • Initial training was fine but could use some follow-ups.
      • ROI has not been measurable.
      Read full review

      Screenshots

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