52 Ratings
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Score 8.9 out of 100
1 Rating
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Score 8 out of 100

Likelihood to Recommend

1CRM

It is so beneficial in managing customer relations and in managing projects. It is software with an easy and friendly interface and is available in the market at a very reasonable price. It has features that enabled us in making budgets and invoices as well. It is not desirable for managing internet resources.
Maya George | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

If you are a Benefits only shop—it's great! We really liked the system. Very user friendly and a true Benefits broker system. We tried an integration with our CL/PL system and BrokerageBuilder, but it didn't work. Having two systems became too clunky for accounting (commissions), reporting (revenue, etc.), and for client service and prospecting (i.e., do we have CL for our Benefits clients and vice versa? We had to look in two systems to find out).
Jessica Gardner | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

1CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
1CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
1CRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
1CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
1CRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
1CRM
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
1CRM
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
1CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
1CRM
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

1CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
1CRM
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
1CRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

1CRM
8.8
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
1CRM
8.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
1CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
1CRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

1CRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
1CRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
1CRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

1CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
1CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
1CRM
8.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
1CRM
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

1CRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
1CRM
9.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

1CRM
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
1CRM
8.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
1CRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

1CRM
8.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
1CRM
8.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
1CRM
8.6
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

1CRM
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
1CRM
7.9
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

1CRM

  • It is feature-rich, adaptable, and simple to use, with excellent support.
  • including e-commerce, marketing, and customer care.
  • This programme offers a comprehensive solution for managing all aspects of online company,
salman inamdar | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • 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.
Jessica Gardner | TrustRadius Reviewer

Cons

1CRM

  • In comparison to Outlook, the e-mail feature is limited.
  • Streamline sales processes by combining business resources.
  • The size of 1CRM is probably my least favourite feature. It includes Order Management, Service Management, and Project Management in addition to CRM. When I first started using it as a basic Sales & Marketing CRM for a few months, I had no idea what I was getting myself into.
salman inamdar | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • The reporting was a challenge. There are a lot of canned reports, but we had to spend hours over several weeks to have reports built to give us accurate info, like a simple book of business report (it had to be escalated to senior reporting engineers). Creating reports is fairly simple, but we frequently encountered issues that made us lose confidence in the data—particularly on the book of business reports.
  • There should be some auto-save features. When we used the system (through June 2019), you always had to click "save" on any changes.
  • It would improve efficiencies if users could drag/drop emails and documents to activities, policies and clients.
Jessica Gardner | TrustRadius Reviewer

Usability

1CRM

1CRM 9.3
Based on 7 answers
1CRM software is very useful in order management and I'm also able to prepare timesheets. It also ease our work by collecting the customer's details. This 1CRM software can be used in other companies as well. I recommend 1CRM to my colleges and friends. It's even highly recommended to others.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

No score
No answers yet
No answers on this topic

Support Rating

1CRM

1CRM 9.4
Based on 7 answers
Support is effective and overall give user a good experience. Tool is simple so that this can be used by new people in organizations. This does not give [us] complex problems or hurdles when compared to other CRM's.
Anonymous | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) 10.0
Based on 1 answer
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.
Jessica Gardner | TrustRadius Reviewer

Alternatives Considered

1CRM

1CRM has the lowest price and is not just a CRM but a bundle of efficient tools in one package that improves the motion of the entire framework in an organization in a fluid and synchronized way. It provides a platform to improve the productivity on each and every step and the power to coalesce several departments to work in an orderly manner.
This helps any small or medium enterprises unleash the power of automation as well as overall management of projects, services and deliverables.
Prashant Choudhary | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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.
Jessica Gardner | TrustRadius Reviewer

Return on Investment

1CRM

  • We are very pleased with your performance because it has greatly aided us in our sales because it provides a wide range of options and responsibilities, such as budgeting, monitoring, project management, and invoice generation, all of which have made our work easier and more tolerable.
  • Your technical support team is fantastic; they are always willing to assist us and have identified answers in a timely manner.
salman inamdar | TrustRadius Reviewer

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

  • We liked the system for the Benefits department. It was easy to see what your colleagues had done for clients. We liked that you could mark tasks as complete within the activity. We liked that you could share activities with another person.
  • Having two systems was a challenge for our agency and led to use changing to one combined system.
  • The reporting needs to be improved. The basic book of business reports and other reports that most agencies want to use to track revenue with were lacking and had to be created.
Jessica Gardner | TrustRadius Reviewer

Screenshots

1CRM

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pricing Details

1CRM

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

1CRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Usability

1CRM
9.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Support Rating

1CRM
9.4
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

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