9 Ratings
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Score 8.8 out of 100
1 Rating
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Score 8 out of 100

Feature Set Ratings

    Sales Force Automation

    8.7

    Cosential

    87%

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

    Feature Set Not Supported
    N/A
    Cosential ranks higher in 7/7 features

    Customer data management / contact management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Workflow management

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Territory management

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

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

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Channel / partner relationship management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Marketing Automation

    7.5

    Cosential

    75%

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

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

    Lead management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Email marketing

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    CRM Project Management

    8.0

    Cosential

    80%

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

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

    Task management

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Reporting

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    CRM Reporting & Analytics

    8.7

    Cosential

    87%

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

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

    Forecasting

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Customizable reports

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Customization

    7.5

    Cosential

    75%

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

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

    Custom fields

    9.0
    90%
    1 Rating
    N/A
    0 Ratings

    Custom objects

    6.0
    60%
    1 Rating
    N/A
    0 Ratings

    Security

    10.0

    Cosential

    100%

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

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

    Single sign-on capability

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Role-based user permissions

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social CRM

    5.0

    Cosential

    50%

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

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

    Social data

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    5.0

    Cosential

    50%

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

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

    Marketing automation

    5.0
    50%
    1 Rating
    N/A
    0 Ratings

    Platform

    7.0

    Cosential

    70%

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

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

    Mobile access

    7.0
    70%
    1 Rating
    N/A
    0 Ratings

    Attribute Ratings

    • Cosential is rated higher in 1 area: Likelihood to Recommend
    • Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder) is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    10.0

    Cosential

    100%
    1 Rating
    8.0

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

    80%
    1 Rating

    Usability

    8.0

    Cosential

    80%
    1 Rating

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

    N/A
    0 Ratings

    Support Rating

    8.0

    Cosential

    80%
    1 Rating
    10.0

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

    100%
    1 Rating

    Likelihood to Recommend

    Cosential

    Great for medium and large construction companies that have a specific salesforce.
    Kevin Shaw | 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

    Cosential

    • Inputting of companies and leads who may become prospects.
    • Creating specific opportunities for construction projects.
    • Tracking opportunities through the entire sales cycle.
    • Inputting detailed notes and activity by the Sales team.
    Kevin Shaw | 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

    Cosential

    • The open software is somewhat difficult to master as an administrator.
    • Report writing could be more intuitive.
    • The company seems to cater to larger users.
    Kevin Shaw | 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

    Cosential

    General

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

    Starting Price

    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

    Usability

    Cosential

    Cosential 8.0
    Based on 1 answer
    Cosential is very intuitive for the AEC industry and has the ability to be customized for your specific needs. The reports are especially helpful, with good visual dashboards.
    Kevin Shaw | TrustRadius Reviewer

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

    No score
    No answers yet
    No answers on this topic

    Support Rating

    Cosential

    Cosential 8.0
    Based on 1 answer
    My original trainer / implementation specialist was fantastic. That relationship has continued, even though I have been officially handed off to the customer service side. The customer service side seems to have higher turnover than normal, but in general they are also very supportive, although not as responsive as I might like.
    Kevin Shaw | TrustRadius Reviewer

    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

    Cosential

    Cosential is specific to the A/E industry and is the most intuitive software we found for construction.
    Kevin Shaw | 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

    Cosential

    • Allowed for common tracking by business developers in different regions.
    • Helped us quantify effort.
    • Provides great reports for management.
    Kevin Shaw | 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

    Cosential

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

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