1CRM vs. Zywave Sales Cloud - Agency Management

While using 1CRM, I would be able to get the knowledge of customers preference, like how they would like to purchase the products. I'm able to build a good relationship with them. Even if I don't come to know about the contact information of customers, 1CRM ease to recall the full details of the customers.

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.

Incentivized

• Sales management.
• Marketing management.

Incentivized

• 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.

Incentivized

• It should also have voice commands.
• UX needs to be more interactive.
• Rest is great.

Incentivized

• 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.

Incentivized

1CRM is wonderful and has helped my company grow and be prosperous. I highly recommend it!

Incentivized

I've had some questions and difficulty especially in data reporting and lead tracking but was solved very efficiently.

Incentivized

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.

Incentivized

While comparing 1crm with ClickUp, I'm able to take 5 screenshots in 1crm whereas in ClickUp i'm able to take only 4 screenshots .

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.

Incentivized

• It has overall increased sales productivity.
• Has reduced lead time for customer and made the deliveries faster and more efficient.

Incentivized

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

Incentivized