Contactability vs. Zywave Sales Cloud - Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Contactability
Score 7.0 out of 10
N/A
Contactability is a multi-channel marketing platform which automates the lead conversion process.
$149
per month
Zywave Sales Cloud - Agency Management
Score 5.0 out of 10
N/A
BrokerageBuilder is an insurance agency management system from Zywave in Milwaukee, suggested to automate office processes and centralize customer data.N/A
Pricing
ContactabilityZywave Sales Cloud - Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
ContactabilityZywave Sales Cloud - Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
ContactabilityZywave Sales Cloud - Agency Management
Top Pros
Top Cons
Features
ContactabilityZywave Sales Cloud - Agency Management
Sales Force Automation
Comparison of Sales Force Automation features of Product A and Product B
Contactability
6.3
1 Ratings
20% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Customer data management / contact management6.01 Ratings00 Ratings
Workflow management7.01 Ratings00 Ratings
Territory management7.01 Ratings00 Ratings
Opportunity management7.01 Ratings00 Ratings
Integration with email client (e.g., Outlook or Gmail)6.01 Ratings00 Ratings
Contract management5.01 Ratings00 Ratings
Quote & order management6.01 Ratings00 Ratings
Interaction tracking7.01 Ratings00 Ratings
Channel / partner relationship management6.01 Ratings00 Ratings
Customer Service & Support
Comparison of Customer Service & Support features of Product A and Product B
Contactability
4.3
1 Ratings
54% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Case management4.01 Ratings00 Ratings
Call center management5.01 Ratings00 Ratings
Help desk management4.01 Ratings00 Ratings
Marketing Automation
Comparison of Marketing Automation features of Product A and Product B
Contactability
6.0
1 Ratings
23% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Lead management6.01 Ratings00 Ratings
Email marketing6.01 Ratings00 Ratings
CRM Project Management
Comparison of CRM Project Management features of Product A and Product B
Contactability
6.7
1 Ratings
12% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Task management6.01 Ratings00 Ratings
Billing and invoicing management7.01 Ratings00 Ratings
Reporting7.01 Ratings00 Ratings
CRM Reporting & Analytics
Comparison of CRM Reporting & Analytics features of Product A and Product B
Contactability
6.3
1 Ratings
19% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Forecasting6.01 Ratings00 Ratings
Pipeline visualization7.01 Ratings00 Ratings
Customizable reports6.01 Ratings00 Ratings
Customization
Comparison of Customization features of Product A and Product B
Contactability
7.0
1 Ratings
8% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Custom fields7.01 Ratings00 Ratings
Custom objects8.01 Ratings00 Ratings
Scripting environment6.01 Ratings00 Ratings
Security
Comparison of Security features of Product A and Product B
Contactability
6.5
1 Ratings
25% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Single sign-on capability7.01 Ratings00 Ratings
Role-based user permissions6.01 Ratings00 Ratings
Social CRM
Comparison of Social CRM features of Product A and Product B
Contactability
7.0
1 Ratings
4% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Social data6.01 Ratings00 Ratings
Social engagement8.01 Ratings00 Ratings
Integrations with 3rd-party Software
Comparison of Integrations with 3rd-party Software features of Product A and Product B
Contactability
7.0
1 Ratings
2% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Marketing automation6.01 Ratings00 Ratings
Compensation management8.01 Ratings00 Ratings
Platform
Comparison of Platform features of Product A and Product B
Contactability
6.0
1 Ratings
22% below category average
Zywave Sales Cloud - Agency Management
-
Ratings
Mobile access6.01 Ratings00 Ratings
Best Alternatives
ContactabilityZywave Sales Cloud - Agency Management
Small Businesses
Salesmate
Salesmate
Score 9.8 out of 10

No answers on this topic

Medium-sized Companies
Creatio
Creatio
Score 9.1 out of 10

No answers on this topic

Enterprises
Creatio
Creatio
Score 9.1 out of 10

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All AlternativesView all alternativesView all alternatives
User Ratings
ContactabilityZywave Sales Cloud - Agency Management
Likelihood to Recommend
7.0
(1 ratings)
5.0
(2 ratings)
Support Rating
-
(0 ratings)
10.0
(1 ratings)
User Testimonials
ContactabilityZywave Sales Cloud - Agency Management
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.
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Zywave
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.
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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.
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Zywave
  • 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.
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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.
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Zywave
  • 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.
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Support Rating
Contactability
No answers on this topic
Zywave
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.
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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.
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Zywave
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.
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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.
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Zywave
  • Sales team reluctant to use.
  • Initial training was fine but could use some follow-ups.
  • ROI has not been measurable.
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ScreenShots

Zywave Sales Cloud - Agency Management Screenshots

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