4 Ratings
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Score 6.9 out of 100
1 Rating
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Score 8 out of 100

Likelihood to Recommend

AllProWebTools

It works very well for my cooking business.
Trisha Thiel | 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

AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

AllProWebTools
4.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
AllProWebTools
4.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Pros

AllProWebTools

  • The CRM holds all of my contacts and it is already integrated with all of my other tools.
  • The Email Management system is already integrated with all of my other tools. This means that I do not have to download CSVs and upload them to a separate email program everytime I want to send out an email blast.
  • I can take payments in the same system that has my email marketing and CRM. This means that I can create tags and send different email campaigns depending on if I have received payment or not.
  • The website hosting means that I can use the same software to update my blog and gallery of food pictures.
  • I can sell tickets to my cooking classes from the same software that manages everything else that I do in my business.
  • I use the task manager that is built in to remind me of things I need to do. I really like that it is tied into my CRM so I can tag tasks to specific clients.
  • The built in timecard system allows me to "clock in" to whatever client that I am working on so that my time and hourly rate are automatically calculated for me. My invoices are sent automatically on the first of each month.
Trisha Thiel | 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

AllProWebTools

  • QuickBooks Integration
  • More email templates
  • They do not have an app
Trisha Thiel | 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

AllProWebTools

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

AllProWebTools

I used to use Microsoft Excel to organize my business - but it got pretty crazy pretty fast.
Trisha Thiel | 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

AllProWebTools

  • It just makes it easier for me to track what is going on in my business.
  • I like having everything in one place, instead of a bunch of different programs.
Trisha Thiel | 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

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

Pricing Details

AllProWebTools

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
$195*

* per installation

AllProWebTools Editions & Modules

Edition
Base + Website Hosting$101
  1. per installation
Additional Pricing Details
Starting price of $10/month for unlimited user accounts. Provides website hosting, task manager, blogging, password manager, office chat, and the WorkFlow Timeline. Setup fee covers up to 10 hours of personal training and data import from other software programs.

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

Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

AllProWebTools
9.1
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Support Rating

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

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