14 Ratings
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Score 7.3 out of 100
1 Ratings
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Score 8 out of 100

Likelihood to Recommend

ADAPTcrm

It really works as an all-in-one solution for multiple business needs such as human resource management, sales exploration, and payroll operations. Ultimately, it works better for a larger organization and can be an overkill for smaller organizations or non-profits. In many ways, the numerous features and operations can help alleviate the need for acquiring multiple programs and the training involved.
Bruce Emmerling | 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

ADAPTcrm
7.2
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
ADAPTcrm
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
ADAPTcrm
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

ADAPTcrm
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
ADAPTcrm
9.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

ADAPTcrm
7.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

ADAPTcrm
6.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
ADAPTcrm
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
ADAPTcrm
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
API for custom integration
ADAPTcrm
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

ADAPTcrm
7.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
ADAPTcrm
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

ADAPTcrm

  • It provides a nice, single package of multiple features as in all in one solution business program. It can be used to help run many operations in an organization.
  • ADAPTcrm provides a fairly robust interface that can be individually tailored to each user, making it a bit more personable.
  • The program can be linked into other systems like Outlook which can alleviate the need for manual entry of contacts.
Bruce Emmerling | 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

ADAPTcrm

  • The interface can be difficult to learn at first and a little overwhelming for new users.
  • The lack of customization of some features without additional support.
  • The software maker provides multiple forms of the application which can be confusing when making a purchasing decision.
Bruce Emmerling | 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

Support Rating

ADAPTcrm

No score
No answers yet
No answers on this topic

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

ADAPTcrm

ADAPTcrm is a bit different than other programs with similar feature sets. It offers a more well-rounded set of features that can be beneficial for an organization looking for an in all-in-one solution without much customization. On the other hand, if customization or changes are needed, the costs can be increased greatly with the need for developers or support from the company. Some CRM solutions may require a great deal of programming which ADAPTcrm does not necessarily need, potentially saving a great deal of time in implementation.
Bruce Emmerling | 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

ADAPTcrm

  • ADAPTcrm helps to address a number of business needs. It can help save a great deal of money and time if implemented correctly.
  • Some users needed additional training which increased staffing costs.
  • The program helped simplify operations into an integrated software solution.
Bruce Emmerling | 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

ADAPTcrm

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

Pricing Details

ADAPTcrm

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

ADAPTcrm
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Support Rating

ADAPTcrm
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
10.0

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