1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 7 out of 100
1 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener noreferrer'>trScore algorithm: Learn more.</a>
Score 8 out of 100

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.
Claude Phan | 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

Contactability
6.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customer data management / contact management
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Workflow management
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Territory management
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Opportunity management
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Integration with email client (e.g., Outlook or Gmail)
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Contract management
Contactability
5.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Quote & order management
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Interaction tracking
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Channel / partner relationship management
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customer Service & Support

Contactability
4.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Case management
Contactability
4.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Call center management
Contactability
5.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Help desk management
Contactability
4.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Marketing Automation

Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Lead management
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Email marketing
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Project Management

Contactability
6.7
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Task management
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Billing and invoicing management
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Reporting
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

CRM Reporting & Analytics

Contactability
6.3
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Forecasting
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Pipeline visualization
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Customizable reports
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Customization

Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom fields
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Custom objects
Contactability
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Scripting environment
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Security

Contactability
6.5
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Single sign-on capability
Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Role-based user permissions
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Social CRM

Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social data
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Social engagement
Contactability
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Integrations with 3rd-party Software

Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Marketing automation
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Compensation management
Contactability
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

Platform

Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Mobile access
Contactability
6.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)

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.
Claude Phan | 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.
Claude Phan | 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

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.
Claude Phan | 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.
Claude Phan | 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)

Pricing Details

Contactability

General

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

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

Rating Summary

Likelihood to Recommend

Contactability
7.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
8.0

Support Rating

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

Add comparison