What users are saying about
1 Rating
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 7 out of 100
Based on 1 reviews and ratings
1 Rating
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8 out of 100
Based on 1 reviews and ratings
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
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
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
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
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
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
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
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
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
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
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.

Verified User
Engineer in Information Technology
Hospital & Health Care Company, 10,001+ employeesZywave 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).
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
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.

Verified User
Engineer in Information Technology
Hospital & Health Care Company, 10,001+ employeesZywave 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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
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.

Verified User
Engineer in Information Technology
Hospital & Health Care Company, 10,001+ employeesZywave 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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
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.

Verified User
Engineer in Information Technology
Hospital & Health Care Company, 10,001+ employeesZywave 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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
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.

Verified User
Engineer in Information Technology
Hospital & Health Care Company, 10,001+ employeesZywave 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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees