AllProWebTools vs. Zywave Sales Cloud - Agency Management

It works very well for my cooking business.

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

• 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.

• 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

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

• 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

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

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

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 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.

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

Incentivized