1 Rating
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Score 7 out of 100
1 Rating
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Score 8 out of 100

Feature Set Ratings

    Sales Force Automation

    6.3

    Contactability

    63%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 9/9 features

    Customer data management / contact management

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Workflow management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Territory management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Contract management

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    Quote & order management

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Channel / partner relationship management

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Customer Service & Support

    4.3

    Contactability

    43%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 3/3 features

    Case management

    4.0
    40%
    1 Rating
    N/A
    0 Ratings

    Call center management

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    Help desk management

    4.0
    40%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    6.0

    Contactability

    60%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 2/2 features

    Lead management

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Email marketing

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    CRM Project Management

    6.7

    Contactability

    67%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 3/3 features

    Task management

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Billing and invoicing management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Reporting

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    CRM Reporting & Analytics

    6.3

    Contactability

    63%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 3/3 features

    Forecasting

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Customizable reports

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Customization

    7.0

    Contactability

    70%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 3/3 features

    Custom fields

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Custom objects

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Scripting environment

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Security

    6.5

    Contactability

    65%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 2/2 features

    Single sign-on capability

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Role-based user permissions

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Social CRM

    7.0

    Contactability

    70%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 2/2 features

    Social data

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Contactability

    70%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 2/2 features

    Marketing automation

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Compensation management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Platform

    6.0

    Contactability

    60%

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

    Feature Set Not Supported
    N/A
    Contactability ranks higher in 1/1 features

    Mobile access

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) is rated higher in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    7.0

    Contactability

    70%
    1 Rating
    8.0

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

    80%
    1 Rating

    Support Rating

    Contactability

    N/A
    0 Ratings
    10.0

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

    100%
    1 Rating

    Likelihood to Recommend

    Contactability

    Contactability is really good for teams that are trying to branch out to an untapped market space. Especially those that are trying to disrupt the health insurance scene. This helps them get their foot in the door in the area and their name out in the community. The customer service representatives could be more responsive.
    Anonymous | 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

    Pros

    Contactability

    • The software reporting system is really clean and works well and they are good at sending you leads.
    • Their customer service is also willing to work with you and they really tried to help me improve our ROI.
    • Since using Contactability our workflow is changing. We now only pick up the phone when someone is interested in our services. The prescreening is all handled and we have control over the flow, what is said. Even when we're out of the office we can log in from anywhere and see what's happening with our leads and those missed calls get scheduled for us automatically.
    Anonymous | 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

    Contactability

    • Call the toll-free customer service number and you are transferred to a blank voicemail, with an electronic repeat of the phone number.
    • The software training videos were confusing to non technical users.
    • We encountered bugs with the use of Windows 10. Some of the futures were bugged.
    Anonymous | 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

    Pricing Details

    Contactability

    General

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services
    Entry-level set up fee?
    No

    Starting Price

    $149 per month

    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

    Starting Price

    Support Rating

    Contactability

    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

    Contactability

    Contactability does a pretty decent job as it is very user-friendly and puts us in contact with our prospective clients. What they could improve on that Insightly does well is training and support. This could be due to the size of the company or their prioritization of resources. Overall we enjoyed Contactability better than Insightly.
    Anonymous | 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

    Contactability

    • We got our people to become more open minded in trying new software and exploring options for automation.
    • Users got discouraged when the software did not work as it was supposed to and customer service was not there too help.
    • Once used correctly, we did have a large increase in the number of new clients that our office handled.
    Anonymous | 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

    Contactability

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

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