BIGContacts vs. Zywave Sales Cloud - Agency Management

BigContacts has helped us automate and personalize our marketing campaigns, which has resulted in an improvement in our bottom line. We have been able to create and deliver highly personalized experiences for our customers, which has contributed to improved satisfaction and reduced churn.

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

• easy to track the performance of email campaigns with the help of detailed reports and analytics
• BigContacts also allows us to define custom triggers for delivering emails

• 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

• There have been some issues with the speed of the software after the upgrade.
• Looking up contacts could be made easier.

• 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

BigContacts has stood out from all of them since it offers customization to a great extent. It is easy to customize the sales pipeline, reports, layouts, workflows, etc., to get the most out of them.

. By eliminating repetitive activities such as follow-ups or data entry, BIGContacts saves a lot of time for us. Did not faced any difficulties while using the software . It is the perfect software to go for

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

As a small business, we have benefitted significantly from the implementation of this easy-to-use CRM application. With all relevant data and tasks in one place, it is easier to meet deadlines and customer expectations. We also use the tool to assign tasks to team members and monitor their progress routinely. Moreover, the tool integrates with a number of business applications, enabling us to manage everything from the same platform.

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

• The performance of the mobile version is one area that BigContacts can improve upon to become the most reliable CRM for small businesses.

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

Incentivized