Korero vs. Zywave Sales Cloud - Agency Management

Korero would be the best choice for freelance professionals, small and medium size companies, in my opinion. It is also a great platform for those who are looking for ATS and CRM together at an affordable price. For a one man company it becomes expensive to buy software and manage relationships and recruitment process online and in that scenario Korero platform comes handy with its offerings and price. Its relatively new in the market so I would say they can bring more add-ons with time but for now I feel it has a lot of potential to support the recruiters like me and many other businesses.

prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.

Incentivized

• User friendly
• Great support
• Very affordable
• Simple to use

Incentivized

• 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.

Incentivized

• UI and UX
• They provide good support but it can be improved

• Training for new employees and follow up for all employees.
• Importing into agency management system is several steps.
• Not all information on prospects is given, although most have adequate information.

Incentivized

I’m pretty happy with Korero as it gives me an easy to use interface and a holistic view for my sales and recruitment requirements. It helps me keep a tab on various open opportunities and ones in the pipeline. At this point of time, my business requirements are well met.

The support team is open for discussions and to look into to improve the system that is suits for us. If needed they are always available and they solve problems very fast. They give us the feeling that we are important for them. They don’t charge extra for any small questions. The support is very friendly.

Incentivized

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.

Incentivized

Price point is a great advantage as it combines ATS and CRM . Easy to navigate and the best part is if I feel something is missing and needs improvement, I leave feedback and the company acts upon it. The support team is very responsive and my work has never been hindered.

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.

Incentivized

• Increased sales' achievements by considerable number

• Sales team reluctant to use.
• Initial training was fine but could use some follow-ups.
• ROI has not been measurable.

Incentivized