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

• The ease of setting up and becoming proficient in using every aspect of Nimble's capabilities and continually adding new tools integrated within the program is a big winner at choosing Nimble for our company CRM product.
• The widget application works intelligently within Safari, Google Chrome and Mozilla Firefox to pull all the Social Media information about a key contact person or the company itself saves me tremendous time from having to go one-by-one to fill all fields manually with that specific information.

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• 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.

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• While I still love Nimble, the interface looks a little dated and it doesn't seem to resolve super well on high resolution (retina) monitors. They can make far better use of the width of modern day screens. Some parts of the system are a bit disjointed visually and could be smoothed a little.
• Although they now natively sync with Mailchimp (and other systems) through the embedded PieSync service, I would love to have the marketing components all in one place. We may change our minds on this depending on how well we find the Sync working for us.
• Visually related, we'd like better use of the screen real estate to see the history of interactions with clients. It's comprehensive now but requires a bit of scrolling. With some decent UI tweaks this can be handled far better.

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• 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.

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• I have been using Nimble for years and it has been valuable. I get more frustrated by the ability to move data in and out and I want to have better communication with Linkedin.
• The positive impact has been to gather and review the contact information from your community. Also, being able to start the conversation follow up and keep up on your connections. We need Linkedin.
• Did I mention that I want better data from Linkedin?
• I would like to have a way to adjust the deals a bit more. I like what Nimble has done for the Listings. (Beta) Interesting direction.

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• 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.

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