What users are saying about
57 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 6.1 out of 100
Based on 57 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

4.6
Copper
46%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 9/9 features
Copper ranks higher in 9/9 features
Customer data management / contact management

6.0
60%
18 Ratings
N/A
0 Ratings
Workflow management

3.3
33%
17 Ratings
N/A
0 Ratings
Territory management

5.0
50%
4 Ratings
N/A
0 Ratings
Opportunity management

5.6
56%
17 Ratings
N/A
0 Ratings
Integration with email client (e.g., Outlook or Gmail)

8.3
83%
18 Ratings
N/A
0 Ratings
Contract management

5.9
59%
9 Ratings
N/A
0 Ratings
Quote & order management

2.0
20%
7 Ratings
N/A
0 Ratings
Interaction tracking

4.4
44%
17 Ratings
N/A
0 Ratings
Channel / partner relationship management

1.1
11%
7 Ratings
N/A
0 Ratings
Customer Service & Support

3.5
Copper
35%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 3/3 features
Copper ranks higher in 3/3 features
Case management

2.9
29%
9 Ratings
N/A
0 Ratings
Call center management

3.3
33%
5 Ratings
N/A
0 Ratings
Help desk management

4.4
44%
7 Ratings
N/A
0 Ratings
Marketing Automation

2.9
Copper
29%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 2/2 features
Copper ranks higher in 2/2 features
Lead management

4.3
43%
15 Ratings
N/A
0 Ratings
Email marketing

1.4
14%
9 Ratings
N/A
0 Ratings
CRM Project Management

3.8
Copper
38%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 3/3 features
Copper ranks higher in 3/3 features
Task management

4.7
47%
18 Ratings
N/A
0 Ratings
Billing and invoicing management

1.7
17%
5 Ratings
N/A
0 Ratings
Reporting

5.0
50%
16 Ratings
N/A
0 Ratings
CRM Reporting & Analytics

6.3
Copper
63%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 3/3 features
Copper ranks higher in 3/3 features
Forecasting

5.6
56%
15 Ratings
N/A
0 Ratings
Pipeline visualization

6.9
69%
17 Ratings
N/A
0 Ratings
Customizable reports

6.4
64%
15 Ratings
N/A
0 Ratings
Customization

5.1
Copper
51%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 4/4 features
Copper ranks higher in 4/4 features
Custom fields

8.0
80%
18 Ratings
N/A
0 Ratings
Custom objects

4.9
49%
12 Ratings
N/A
0 Ratings
Scripting environment

4.1
41%
3 Ratings
N/A
0 Ratings
API for custom integration

3.5
35%
8 Ratings
N/A
0 Ratings
Security

8.4
Copper
84%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 2/2 features
Copper ranks higher in 2/2 features
Single sign-on capability

8.9
89%
12 Ratings
N/A
0 Ratings
Role-based user permissions

8.0
80%
12 Ratings
N/A
0 Ratings
Social CRM

2.1
Copper
21%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 2/2 features
Copper ranks higher in 2/2 features
Social data

2.2
22%
12 Ratings
N/A
0 Ratings
Social engagement

2.0
20%
7 Ratings
N/A
0 Ratings
Integrations with 3rd-party Software

2.0
Copper
20%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 2/2 features
Copper ranks higher in 2/2 features
Marketing automation

3.0
30%
12 Ratings
N/A
0 Ratings
Compensation management

1.0
10%
1 Rating
N/A
0 Ratings
Platform

7.2
Copper
72%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Copper ranks higher in 1/1 features
Copper ranks higher in 1/1 features
Mobile access

7.2
72%
16 Ratings
N/A
0 Ratings
Attribute Ratings
- Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) is rated higher in 2 areas: Likelihood to Recommend, Support Rating
Likelihood to Recommend

3.0
Copper
30%
19 Ratings
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
80%
1 Rating
Usability

4.7
Copper
47%
10 Ratings
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
N/A
0 Ratings
Support Rating

2.8
Copper
28%
12 Ratings
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
100%
1 Rating
Likelihood to Recommend
Copper
It is very easy to use to enter client information and opportunities, as well as follow-up tasks. I use the program every day to set myself up with a client follow-up list on a specific day each week when I either call a client, follow up on an opportunity, or simply schedule a service for them.
Director of Sales
Invert EnvironmentalEnvironmental Services, 1-10 employees
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).
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
Pros
Copper
- I think the Opportunities Pipeline is probably the best feature of the CRM. The versatility of it allows for pipelines to be made for not only sales but myriad of other ways.
- Copper's commitment to customer satisfaction is pretty spectacular. Many CRMs aren't as dedicated to this and provide their customers with simple how to articles that fall short of being an actual help.
- Copper's ability to sync with Google is an undersold perk. If a company relies on the Google workspace, Copper is an amazing tool to work alongside with Google.

Verified User
Employee in Other
Financial Services Company, 51-200 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
Copper
- Copper automatically pulls leads' social information and picture. Sometimes this information is not accurate.
- We did not have a successful integration with RingCentral (web phone and meeting app) but this isn't a huge drawback.
- I am pleased using Copper and can't think of any other cons since implementation.
Manager, Business Development
Manifest LLCMarketing and Advertising, 51-200 employees
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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
Pricing Details
Copper
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$25 per month per user
Copper Editions & Modules
Edition
Basic | $25.001 |
---|---|
Professional | $59.001 |
Business | $119.001 |
- per month per user
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
—Usability
Copper
Copper 4.7
Based on 10 answers
I would rate Copper overall usability as a 10. It is easy to use. I am not extremely computer friendly so I needed to find something that would fit what I can do. Copper definitely fit the bill. I would highly recommend it to anyone of any level of computer knowledge.
President
Golf Advisory CouncilSports, 1-10 employees
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
No score
No answers yet
No answers on this topic
Support Rating
Copper
Copper 2.8
Based on 12 answers
It has been so far so good, they have been quick to respond to queries, and do follow up as well. But then again this is a work in progress and I guess they would not have a solution to every problem every posed to them right away. Hence I will refrain from making any judgments.
Manager, Sales Readiness
NytroComputer Software, 51-200 employees
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
Copper
ProsperWorks is just an amazing lightweight CRM. Unless you're a large organization that needs to build out crazy custom reporting and tools that integrate into your CRM, Prosperworks is the best bet. Instead of being an IT project that you need to get a bunch of other people involved in, it just works and allows the very basic job of managing customer relationships to be done effectively. Salesforce is too bloated for a small organization, and while HubSpot is pretty decent it just doesn't match the Gmail integration and usability of Prosperworks.
Founder
Predictable HireHuman Resources, 1-10 employees
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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
Return on Investment
Copper
- Speed to call leads has increased for us over 32%.
- Opportunities have not fallen through the cracks with collaboration efforts from CS and Sales.
- Saves us time inputting information into just Copper vs. multiple clicks and crappy integrations with other CRMs.
Sr. Account Executive
MotivosityHuman Resources, 11-50 employees
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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees