What users are saying about
Nimble
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95 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.7 out of 100
Based on 95 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

8.6
Nimble
86%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 9/9 features
Nimble ranks higher in 9/9 features
Customer data management / contact management

8.7
87%
29 Ratings
N/A
0 Ratings
Workflow management

8.4
84%
28 Ratings
N/A
0 Ratings
Territory management

8.9
89%
24 Ratings
N/A
0 Ratings
Opportunity management

8.4
84%
28 Ratings
N/A
0 Ratings
Integration with email client (e.g., Outlook or Gmail)

8.8
88%
29 Ratings
N/A
0 Ratings
Contract management

8.9
89%
23 Ratings
N/A
0 Ratings
Quote & order management

8.5
85%
21 Ratings
N/A
0 Ratings
Interaction tracking

8.5
85%
27 Ratings
N/A
0 Ratings
Channel / partner relationship management

8.2
82%
26 Ratings
N/A
0 Ratings
Customer Service & Support

8.7
Nimble
87%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 3/3 features
Nimble ranks higher in 3/3 features
Case management

8.6
86%
22 Ratings
N/A
0 Ratings
Call center management

8.9
89%
20 Ratings
N/A
0 Ratings
Help desk management

8.6
86%
21 Ratings
N/A
0 Ratings
Marketing Automation

8.6
Nimble
86%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 2/2 features
Nimble ranks higher in 2/2 features
Lead management

8.4
84%
26 Ratings
N/A
0 Ratings
Email marketing

8.7
87%
26 Ratings
N/A
0 Ratings
CRM Project Management

8.5
Nimble
85%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 3/3 features
Nimble ranks higher in 3/3 features
Task management

8.6
86%
29 Ratings
N/A
0 Ratings
Billing and invoicing management

8.7
87%
18 Ratings
N/A
0 Ratings
Reporting

8.3
83%
25 Ratings
N/A
0 Ratings
CRM Reporting & Analytics

8.5
Nimble
85%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 3/3 features
Nimble ranks higher in 3/3 features
Forecasting

8.4
84%
23 Ratings
N/A
0 Ratings
Pipeline visualization

8.3
83%
27 Ratings
N/A
0 Ratings
Customizable reports

8.6
86%
23 Ratings
N/A
0 Ratings
Customization

8.4
Nimble
84%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 4/4 features
Nimble ranks higher in 4/4 features
Custom fields

8.6
86%
29 Ratings
N/A
0 Ratings
Custom objects

8.3
83%
22 Ratings
N/A
0 Ratings
Scripting environment

8.4
84%
18 Ratings
N/A
0 Ratings
API for custom integration

8.4
84%
20 Ratings
N/A
0 Ratings
Security

8.8
Nimble
88%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 2/2 features
Nimble ranks higher in 2/2 features
Single sign-on capability

9.1
91%
24 Ratings
N/A
0 Ratings
Role-based user permissions

8.5
85%
24 Ratings
N/A
0 Ratings
Social CRM

8.4
Nimble
84%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 2/2 features
Nimble ranks higher in 2/2 features
Social data

8.4
84%
29 Ratings
N/A
0 Ratings
Social engagement

8.3
83%
29 Ratings
N/A
0 Ratings
Integrations with 3rd-party Software

8.3
Nimble
83%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 2/2 features
Nimble ranks higher in 2/2 features
Marketing automation

8.1
81%
25 Ratings
N/A
0 Ratings
Compensation management

8.4
84%
19 Ratings
N/A
0 Ratings
Platform

8.0
Nimble
80%
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
Feature Set Not Supported
N/A
Nimble ranks higher in 1/1 features
Nimble ranks higher in 1/1 features
Mobile access

8.0
80%
27 Ratings
N/A
0 Ratings
Attribute Ratings
- Nimble 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

8.8
Nimble
88%
33 Ratings
8.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
80%
1 Rating
Likelihood to Renew

8.3
Nimble
83%
2 Ratings
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
N/A
0 Ratings
Usability

8.7
Nimble
87%
19 Ratings
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
N/A
0 Ratings
Support Rating

8.9
Nimble
89%
20 Ratings
10.0
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
100%
1 Rating
Likelihood to Recommend
Nimble
This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.
Relationship Manager
HyerInformation Technology & Services, 11-50 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
Nimble
- Importing contacts in the CRM is very much consist of easy steps.
- It allows me to create, edit and view contacts records anywhere from the web.
- It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
- it is playing an excellent role in managing our all relations.
Business Development Manager
Lee Hecht HarrisonManagement Consulting, 1001-5000 employees
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.
Benefits Operations Manager
Watkins Insurance GroupInsurance, 51-200 employees
Cons
Nimble
- Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
- Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.
Client Account Executive
ZetentaMarketing & Advertising, 11-50 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
Nimble
General
Free Trial
Yes
Free/Freemium Version
—Premium Consulting/Integration Services
—Entry-level set up fee?
No
Starting Price
$15 per month
Nimble Editions & Modules
Edition
Business | $19.001 |
---|
- 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
—Likelihood to Renew
Nimble
Nimble 8.3
Based on 2 answers
It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
VP of Sales and Marketing
SmartThoughts LLC.Computer Software, 1-10 employees
Zywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
No score
No answers yet
No answers on this topic
Usability
Nimble
Nimble 8.7
Based on 19 answers
The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.

Verified User
Engineer in Information Technology
Financial Services Company, 10,001+ employeesZywave Sales Cloud - Agency Management (AMS) (formerly BrokerageBuilder)
No score
No answers yet
No answers on this topic
Support Rating
Nimble
Nimble 8.9
Based on 20 answers
It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.
Master of Busines Administration
SSDIGITALCOMarketing & Advertising, 201-500 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
Nimble
Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation.The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.
President/CEO
1st Call Interactive Marketing, Inc.Marketing and Advertising, 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
Nimble
- Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
- A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
The Client Orchardist
The Client OrchardistManagement Consulting, 1-10 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