2 Ratings
<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
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

Feature Set Ratings

    Sales Force Automation

    8.3

    ConvergeHub

    83%

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

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

    Customer data management / contact management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Workflow management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

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

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Contract management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Quote & order management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Channel / partner relationship management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customer Service & Support

    7.0

    ConvergeHub

    70%

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

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

    Case management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    9.0

    ConvergeHub

    90%

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

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

    Lead management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Email marketing

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    CRM Project Management

    9.0

    ConvergeHub

    90%

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

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

    Task management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Billing and invoicing management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Reporting

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.0

    ConvergeHub

    80%

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

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

    Pipeline visualization

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customizable reports

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Customization

    7.5

    ConvergeHub

    75%

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

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

    Custom fields

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    API for custom integration

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Platform

    9.0

    ConvergeHub

    90%

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

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

    Mobile access

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Security

    9.0

    ConvergeHub

    90%

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

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

    Role-based user permissions

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • ConvergeHub and Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) are tied in 1 area: Likelihood to Recommend

    Likelihood to Recommend

    8.0

    ConvergeHub

    80%
    1 Rating
    8.0

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

    80%
    1 Rating

    Support Rating

    ConvergeHub

    N/A
    0 Ratings
    10.0

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

    100%
    1 Rating

    Likelihood to Recommend

    ConvergeHub

    It is really well suited for clients looking to automate the process with a budget constraint and that is inline with most small and medium enterprises, startups as well as entrepreneurs looking for a productive environment to grow their business in.
    Prashant Choudhary | 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

    ConvergeHub

    • The dashboards are really good and feature laden.
    • The UI is really intuitive as well as user friendly.
    • Automation of simple tasks as well as the marketing process is really easy.
    • Above all the pricing takes the cake here.
    Prashant Choudhary | 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

    ConvergeHub

    • Customer support isn't that great, takes a lot of time to respond.
    • Notifications are not on time, i.e. they are delayed and not real time.
    • Lack of integration with other applications.
    Prashant Choudhary | 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

    ConvergeHub

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    $9 per user - per month

    ConvergeHub Editions & Modules

    Edition
    Lite$91
    Professional$291
    Premium$591
    1. per user - per month
    Additional Pricing Details

    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

    Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) Editions & Modules

    Additional Pricing Details

    Support Rating

    ConvergeHub

    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

    ConvergeHub

    ConvergeHub offers the best set of features and the interface that it does at a price that is by far the best out of its competitors. This has been an easy-to-sell product as the maximum amount of clients are startups or SMEs and budget is the main constraint for them, with which the views of ConvergeHub creators seem to align well.
    Prashant Choudhary | 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

    ConvergeHub

    • It helps increase the overall productivity by automating daily routine tasks.
    • Sales & marketing process becomes easier and more productive.
    • Workflow management is easier.
    • Overall productivity increases many-fold.
    Prashant Choudhary | 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

    Add comparison